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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
AIP
126
Ameritas Investment Partners
Nebraska
$69.7K +$17.1K +492 +30%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$65.7K +$382 +11 +0.6%
FWM
128
Focused Wealth Management
New York
$65.6K +$69.5K +2,000 New
QT
129
Quantbot Technologies
New York
$58.7K -$653K -18,770 -91%
UBS Group
130
UBS Group
Switzerland
$57.3K – – –
US Bancorp
131
US Bancorp
Minnesota
$53.1K +$2.61K +75 +5%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$52.8K -$70 -2 -0.1%
SWM
133
Spire Wealth Management
Virginia
$49.1K +$19.2K +551 +58%
EARNEST Partners
134
EARNEST Partners
Georgia
$45.9K – – –
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$40.7K – – –
QCG
136
Quadrant Capital Group
Ohio
$39.6K – – –
Fuller & Thaler Asset Management
137
Fuller & Thaler Asset Management
California
$37K – – –
KBC Group
138
KBC Group
Belgium
$35K -$25.6K -735 -41%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$35K +$3.16K +91 +9%
QL
140
Quarry LP
New York
$27.2K +$28.9K +830 New
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$25.3K +$21.8K +628 +442%
LC
142
Lindbrook Capital
California
$24.1K – – –
HT
143
Headlands Technologies
Illinois
$7.84K +$8.31K +239 New
SPIA
144
Steward Partners Investment Advisory
New York
$6.56K -$17.4K -500 -71%
PB
145
Pinnacle Bancorp
Nebraska
$6.56K +$6.95K +200 New
Lazard Asset Management
146
Lazard Asset Management
New York
$6K +$1.08K +31 +18%
AWM
147
Atticus Wealth Management
Florida
$4.1K – – –
DJSG
148
D.J. St. Germain
Massachusetts
$3.28K – – –
NSIM
149
North Star Investment Management
Illinois
$3.28K – – –
CA
150
Clearstead Advisors
Ohio
$3.28K +$1.74K +50 +100%
4 5
6
7 8

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.