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MarineMax

149 hedge funds and large institutions have $645M invested in MarineMax in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $398K | Put options by funds: $178K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

35% more capital invested

Capital invested by funds: $477M → $645M (+$167M)

4% more funds holding

Funds holding: 143149 (+6)

2.13% more ownership

Funds ownership: 95.05%97.17% (+2.1%)

7% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 57

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
53
Reduced
57
Closed
14
Calls
$398K
Puts
$178K
Net Calls
+$220K
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
126
Mason Street Advisors
Wisconsin
$89K +$3.62K +148 +5%
SEI Investments
127
SEI Investments
Pennsylvania
$74K
UBS Group
128
UBS Group
Switzerland
$58K +$29K +1,188 +119%
HR
129
Howe & Rusling
New York
$44K -$72K -2,945 -64%
PCM
130
Prelude Capital Management
New York
$43K +$39.4K +1,611 New
FHA
131
First Horizon Advisors
Tennessee
$40K
EARNEST Partners
132
EARNEST Partners
Georgia
$37K
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$20K +$538 +22 +3%
Group One Trading
134
Group One Trading
Illinois
$20K +$18.4K +755 New
Bank of America
135
Bank of America
North Carolina
$18K -$256K -10,477 -94%
BlackRock
136
BlackRock
New York
$17K
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$15.4K +$14.2K +582 New
MFS
138
MSI Financial Services
Massachusetts
$13K -$6.96K -285 -37%
AP
139
Advisors Preferred
Maryland
$12.5K +$11.5K +471 New
TDC
140
Thompson Davis & Co
Virginia
$10K
Creative Planning
141
Creative Planning
Kansas
$9K
Federated Hermes
142
Federated Hermes
Pennsylvania
$8K +$7.62K +312 New
BBHC
143
Brown Brothers Harriman & Co
New York
$7K
US Bancorp
144
US Bancorp
Minnesota
$7K
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$5K +$4.35K +178 New
IPC
146
Independent Portfolio Consultants
Florida
$4K
GT
147
Glenmede Trust
Pennsylvania
$2K +$1.22K +50 +100%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$1K +$1.1K +45 New
Manulife (Manufacturers Life Insurance)
149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$442 +$7.01K +287 +2%
PIM
150
Perkins Investment Management
Illinois
-$4.1M -204,375 Closed