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MarineMax
HZO

122 hedge funds and large institutions have $361M invested in MarineMax in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

140% more call options, than puts

Call options by funds: $161K | Put options by funds: $67K

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

31% more capital invested

Capital invested by funds: $275M → $361M (+$85.8M)

17% more funds holding

Funds holding: 104 → 122 (+18)

1.56% less ownership

Funds ownership: 93.04% → 91.48% (-1.6%)

Holders
122
Holders Change
+18
Holders Change %
+17.31%
% of All Funds
3.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
47
Reduced
35
Closed
6
Calls
$161K
Puts
$67K
Net Calls
+$94K
Net Calls Change
+$93K

Top Buyers

Rank Fund Capital Flow
1
MHP
Manatuck Hill Partners
Connecticut
+$6.99M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$5.49M
3
DCM
Driehaus Capital Management
Illinois
+$3.62M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$3.02M
5
TCM
Tygh Capital Management
Oregon
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
PIM
Perkins Investment Management
Illinois
-$9.77M
2
IAM
Impala Asset Management
Florida
-$5.05M
3
SCM
Schneider Capital Management
Pennsylvania
-$3.85M
4
PCM
PAR Capital Management
Massachusetts
-$3.75M
5
ClearBridge Investments
ClearBridge Investments
New York
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
101
ClariVest Asset Management
California
$146K +$138K +9,121 New
Public Employees Retirement Association of Colorado
102
Public Employees Retirement Association of Colorado
Colorado
$139K – – –
STC
103
SEI Trust Company
Pennsylvania
$129K -$92K -6,100 -43%
NTCOC
104
Northern Trust Company of Connecticut
Connecticut
$108K – – –
PI
105
PineBridge Investments
New York
$108K +$62.8K +4,160 +160%
HR
106
Howe & Rusling
New York
$68K +$7.92K +525 +14%
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$55K -$112K -7,400 -69%
U
108
UBS
Switzerland
$33K -$60.1K -3,983 -66%
FHA
109
First Horizon Advisors
Tennessee
$33K +$1.51K +100 +5%
EARNEST Partners
110
EARNEST Partners
Georgia
$32K +$30.2K +2,000 New
PCM
111
Prelude Capital Management
New York
$19K +$18K +1,190 New
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$15K -$30.3K -2,011 -69%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$13K – – –
BlackRock
114
BlackRock
New York
$10K – – –
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$8.25K +$7.74K +513 New
TDC
116
Thompson Davis & Co
Virginia
$8K +$7.54K +500 New
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$7K -$664 -44 -9%
TRCT
118
Tower Research Capital (TRC)
New York
$6K -$17K -1,126 -75%
MFS
119
MSI Financial Services
Massachusetts
$4K – – –
Wells Fargo
120
Wells Fargo
California
$1K +$287 +19 +27%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$300 -$4.44K -294 -2%
PCM
122
PAR Capital Management
Massachusetts
– -$3.75M -307,283 Closed
NI
123
Numeric Investors
Massachusetts
– -$2.96M -242,270 Closed
CPIM
124
Columbia Partners Investment Management
Virginia
– -$1.3M -106,470 Closed
PA
125
Profund Advisors
Maryland
– -$195K -15,980 Closed
2 3 4
5
6

HZO Hedge Fund Activity: Q4 2013 in Review

122 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q4 2013, worth a combined $361M — up 31% from $275M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HZO positions and 6 closed out — a net gain of 18 holders — while 47 added to existing stakes and 35 trimmed.

The largest buyer was Manatuck Hill Partners, adding an estimated $6.99M. The largest seller was Perkins Investment Management, cutting an estimated $9.77M.

  • 122 institutional investors held MarineMax (HZO) as of Q4 2013, up from 104 in Q3 2013.
  • Funds reported $361M of MarineMax stock for Q4 2013, up 31% quarter-over-quarter.
  • 24 funds opened new MarineMax positions in Q4 2013 and 6 closed out, a net change of +18 holders.
  • The largest MarineMax buyer in Q4 2013 was Manatuck Hill Partners, an estimated $6.99M added.
  • The largest MarineMax seller in Q4 2013 was Perkins Investment Management, an estimated $9.77M sold.

Based on aggregated 13F filings for Q4 2013.