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MarineMax
HZO

167 hedge funds and large institutions have $662M invested in MarineMax in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $589M → $662M (+$73.1M)

1% less funds holding

Funds holding: 168 → 167 (-1)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

5.08% less ownership

Funds ownership: 93.79% → 88.71% (-5.1%)

40% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 68

68% less call options, than puts

Call options by funds: $30.5M | Put options by funds: $95.3M

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
41
Reduced
68
Closed
27
Calls
$30.5M
Puts
$95.3M
Net Calls
-$64.8M
Net Calls Change
+$47.3M

Top Buyers

Rank Fund Capital Flow
1
LCS
Levin Capital Strategies
New York
+$17.2M
2
Millennium Management
Millennium Management
New York
+$16.1M
3
RA
Royce & Associates
New York
+$2.28M
4
BBCM
Broad Bay Capital Management
New York
+$2.24M
5
EF
Empowered Funds
Pennsylvania
+$2.03M

Top Sellers

Rank Fund Capital Flow
1
GC
GMT Capital
Georgia
-$10.4M
2
ACM
Ararat Capital Management
Connecticut
-$8.69M
3
JP Morgan Chase
JP Morgan Chase
New York
-$7.7M
4
VC
Voss Capital
Texas
-$7.55M
5
BlackRock
BlackRock
New York
-$6.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ensign Peak Advisors
101
Ensign Peak Advisors
Utah
$342K – – –
Deutsche Bank
102
Deutsche Bank
Germany
$327K -$1.19M -40,309 -81%
FHB
103
First Hawaiian Bank
Hawaii
$324K – – –
II
104
Inspire Investing
Idaho
$315K -$9.1K -309 -3%
AB
105
Amalgamated Bank
New York
$299K -$11.7K -398 -4%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$297K -$299K -10,144 -54%
MSRPS
107
Maryland State Retirement & Pension System
Maryland
$291K -$10.9K -372 -4%
CC
108
Centiva Capital
New York
$276K +$237K +8,065 New
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$275K +$5.68K +193 +2%
MIM
110
MTM Investment Management
South Carolina
$267K – – –
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$265K +$11.1K +378 +5%
EGM
112
Engineers Gate Manager
New York
$263K +$227K +7,699 New
RJFSA
113
Raymond James Financial Services Advisors
Florida
$260K +$224K +7,612 New
GF
114
Gabelli Funds
New York
$256K – – –
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$253K +$2.35K +80 +1%
Walleye Capital
116
Walleye Capital
New York
$241K +$208K +7,061 New
AIM
117
Aigen Investment Management
New York
$236K -$74.6K -2,535 -27%
CC
118
Corton Capital
Ontario, Canada
$235K +$203K +6,892 New
Simplex Trading
119
Simplex Trading
Illinois
$234K +$202K +6,873 New
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$233K -$8.83K -300 -4%
CAM
121
Cresset Asset Management
Illinois
$228K +$197K +6,687 New
SG Americas Securities
122
SG Americas Securities
New York
$217K +$187K +6,344 New
ASRS
123
Arizona State Retirement System
Arizona
$210K +$181K +6,138 New
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$207K -$83.3K -2,830 -32%
TCM
125
Teza Capital Management
Illinois
$207K +$178K +6,062 New
3 4
5
6 7

HZO Hedge Fund Activity: Q2 2023 in Review

167 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q2 2023, worth a combined $662M — up 12% from $589M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HZO and 26 opened new positions — a net loss of 1 holder — while 68 trimmed existing stakes and 41 added.

The largest buyer was Levin Capital Strategies, adding an estimated $17.2M. The largest seller was GMT Capital, exiting entirely with an estimated $10.4M sold.

  • 167 institutional investors held MarineMax (HZO) as of Q2 2023, down from 168 in Q1 2023.
  • Funds reported $662M of MarineMax stock for Q2 2023, up 12% quarter-over-quarter.
  • 26 funds opened new MarineMax positions in Q2 2023 and 27 closed out, a net change of -1 holder.
  • The largest MarineMax buyer in Q2 2023 was Levin Capital Strategies, an estimated $17.2M added.
  • The largest MarineMax seller in Q2 2023 was GMT Capital, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2023.