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MarineMax
HZO

163 hedge funds and large institutions have $616M invested in MarineMax in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 167 → 163 (-4)

3.09% less ownership

Funds ownership: 88.71% → 85.62% (-3.1%)

7% less capital invested

Capital invested by funds: $662M → $616M (-$46.4M)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

34% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 70

80% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $55.9M

Holders
163
Holders Change
-4
Holders Change %
-2.4%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
46
Reduced
70
Closed
18
Calls
$11.2M
Puts
$55.9M
Net Calls
-$44.7M
Net Calls Change
+$20.1M

Top Buyers

Rank Fund Capital Flow
1
JGC
J. Goldman & Co
New York
+$6.45M
2
IP
Interval Partners
New York
+$5.6M
3
LCS
Levin Capital Strategies
New York
+$3.96M
4
Barclays
Barclays
United Kingdom
+$3.05M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$10.8M
2
BBCM
Broad Bay Capital Management
New York
-$7.82M
3
Millennium Management
Millennium Management
New York
-$4.76M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.74M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$3.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
101
Comerica Bank
Texas
$300K +$256K +7,373 +420%
Rafferty Asset Management
102
Rafferty Asset Management
New York
$292K -$162K -4,655 -34%
AIM
103
Aigen Investment Management
New York
$286K +$63K +1,812 +26%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$285K – – –
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$264K – – –
AB
106
Amalgamated Bank
New York
$259K -$29.2K -841 -10%
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$257K -$338K -9,719 -55%
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$255K – – –
FHB
109
First Hawaiian Bank
Hawaii
$249K -$65.7K -1,890 -20%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$248K -$2.46M -70,860 -90%
TRCT
111
Tower Research Capital (TRC)
New York
$245K +$190K +5,477 +276%
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$243K – – –
MSRPS
113
Maryland State Retirement & Pension System
Maryland
$241K -$40.7K -1,171 -14%
MIM
114
MTM Investment Management
South Carolina
$240K -$18.2K -522 -7%
GF
115
Gabelli Funds
New York
$230K -$17.4K -500 -7%
Man Group
116
Man Group
United Kingdom
$225K – – –
OQS
117
Occudo Quantitative Strategies
Florida
$222K -$291K -8,378 -55%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$200K +$1.04K +30 +0.5%
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$194K -$31.3K -900 -13%
Osaic Holdings
120
Osaic Holdings
Arizona
$174K +$23K +661 +14%
Walleye Trading
121
Walleye Trading
New York
$168K +$98.7K +2,839 +125%
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$153K – – –
SOW
123
State of Wyoming
Wyoming
$99.5K +$70.7K +2,034 +204%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$91.1K – – –
CWA
125
Carolina Wealth Advisors
South Carolina
$73.5K -$4.66K -134 -6%
3 4
5
6 7

HZO Hedge Fund Activity: Q3 2023 in Review

163 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q3 2023, worth a combined $616M — down 7% from $662M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HZO and 15 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 46 added.

The largest buyer was J. Goldman & Co, adding an estimated $6.45M. The largest seller was BlackRock, cutting an estimated $10.8M.

  • 163 institutional investors held MarineMax (HZO) as of Q3 2023, down from 167 in Q2 2023.
  • Funds reported $616M of MarineMax stock for Q3 2023, down 7% quarter-over-quarter.
  • 15 funds opened new MarineMax positions in Q3 2023 and 18 closed out, a net change of -3 holders.
  • The largest MarineMax buyer in Q3 2023 was J. Goldman & Co, an estimated $6.45M added.
  • The largest MarineMax seller in Q3 2023 was BlackRock, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2023.