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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHP
Manatuck Hill Partners
Westport,
Connecticut
|
+$6.99M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$5.49M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$3.62M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$3.02M |
| 5 |
TCM
Tygh Capital Management
Portland,
Oregon
|
+$2.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$9.77M |
| 2 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$5.05M |
| 3 |
SCM
Schneider Capital Management
Berwyn,
Pennsylvania
|
-$3.85M |
| 4 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
-$3.75M |
| 5 |
ClearBridge Investments
New York
|
-$3.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
ProShare Advisors
Bethesda,
Maryland
| – | -$187K | -15,353 | Closed |
|
127
Nomura Holdings
Tokyo,
Japan
| – | -$175K | -14,285 | Closed |
|
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.