We are live on ! Find out more
HZO icon

MarineMax

131 hedge funds and large institutions have $484M invested in MarineMax in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more call options, than puts

Call options by funds: $580K | Put options by funds: $516K

7.14% more ownership

Funds ownership: 96.26%103.39% (+7.1%)

6% more capital invested

Capital invested by funds: $454M → $484M (+$29.2M)

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

6% less funds holding

Funds holding: 140131 (-9)

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
131
Holders Change
-9
Holders Change %
-6.43%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
9
Increased
52
Reduced
55
Closed
18
Calls
$580K
Puts
$516K
Net Calls
+$64K
Net Calls Change
+$252K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
Sutton Wealth Advisors
Florida
$7.13K +$6.29K +366 New
BBHC
127
Brown Brothers Harriman & Co
New York
$5K
Geode Capital Management
128
Geode Capital Management
Massachusetts
$3.32K +$242K +14,070 +9%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$3K +$103 +6 +3%
IA
130
IFP Advisors
Florida
$1K -$3.73K -217 -87%
JP Morgan Chase
131
JP Morgan Chase
New York
$1K +$344 +20 +57%
QCG
132
Quadrant Capital Group
Ohio
$1K +$1.08K +63 New
TCM
133
Tygh Capital Management
Oregon
-$4.77M -258,846 Closed
Lord, Abbett & Co
134
Lord, Abbett & Co
New Jersey
-$3.19M -173,427 Closed
Renaissance Technologies
135
Renaissance Technologies
New York
-$1.82M -99,100 Closed
Citadel Advisors
136
Citadel Advisors
Florida
-$1.38M -80,161 Closed
Millennium Management
137
Millennium Management
New York
-$886K -48,080 Closed
D.E. Shaw & Co
138
D.E. Shaw & Co
New York
-$752K -40,836 Closed
AIM
139
Alambic Investment Management
California
-$616K -33,425 Closed
ClearBridge Investments
140
ClearBridge Investments
New York
-$480K -26,076 Closed
Two Sigma Advisers
141
Two Sigma Advisers
New York
-$480K -26,068 Closed
LCM
142
Landscape Capital Management
New Jersey
-$269K -14,583 Closed
TC
143
TFS Capital
Pennsylvania
-$265K -14,368 Closed
BFM
144
Boothbay Fund Management
New York
-$209K -11,330 Closed
PIM
145
Perkins Investment Management
Illinois
-$184K -10,000 Closed
FHA
146
First Horizon Advisors
Tennessee
-$28K -1,500 Closed
AIA
147
Allegis Investment Advisors
Idaho
-$14K -775 Closed
Group One Trading
148
Group One Trading
Illinois
-$7.73K -450 Closed
AA
149
AlphaMark Advisors
Kentucky
-$4K -200 Closed
US Bancorp
150
US Bancorp
Minnesota
-$2K -128 Closed

HZO Hedge Fund Activity: Q1 2016 in Review

131 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q1 2016, worth a combined $484M — up 6.4% from $454M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HZO and 9 opened new positions — a net loss of 9 holders — while 55 trimmed existing stakes and 52 added.

The largest buyer was G2 Investment Partners Management, opening a new position worth an estimated $6.38M. The largest seller was Tygh Capital Management, exiting entirely with an estimated $4.77M sold.

  • 131 institutional investors held MarineMax (HZO) as of Q1 2016, down from 140 in Q4 2015.
  • Funds reported $484M of MarineMax stock for Q1 2016, up 6.4% quarter-over-quarter.
  • 9 funds opened new MarineMax positions in Q1 2016 and 18 closed out, a net change of -9 holders.
  • The largest MarineMax buyer in Q1 2016 was G2 Investment Partners Management, an estimated $6.38M added.
  • The largest MarineMax seller in Q1 2016 was Tygh Capital Management, an estimated $4.77M sold.

Based on aggregated 13F filings for Q1 2016.