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MarineMax
HZO

167 hedge funds and large institutions have $662M invested in MarineMax in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $589M → $662M (+$73.1M)

1% less funds holding

Funds holding: 168 → 167 (-1)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

5.08% less ownership

Funds ownership: 93.79% → 88.71% (-5.1%)

40% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 68

68% less call options, than puts

Call options by funds: $30.5M | Put options by funds: $95.3M

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
41
Reduced
68
Closed
27
Calls
$30.5M
Puts
$95.3M
Net Calls
-$64.8M
Net Calls Change
+$47.3M

Top Buyers

Rank Fund Capital Flow
1
LCS
Levin Capital Strategies
New York
+$17.2M
2
Millennium Management
Millennium Management
New York
+$16.1M
3
RA
Royce & Associates
New York
+$2.28M
4
BBCM
Broad Bay Capital Management
New York
+$2.24M
5
EF
Empowered Funds
Pennsylvania
+$2.03M

Top Sellers

Rank Fund Capital Flow
1
GC
GMT Capital
Georgia
-$10.4M
2
ACM
Ararat Capital Management
Connecticut
-$8.69M
3
JP Morgan Chase
JP Morgan Chase
New York
-$7.7M
4
VC
Voss Capital
Texas
-$7.55M
5
BlackRock
BlackRock
New York
-$6.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
151
D.J. St. Germain
Massachusetts
$3.42K +$2.94K +100 New
RG
152
Retirement Group
California
$3.31K -$59 -2 -2%
CWP
153
Concord Wealth Partners
Virginia
$2.25K – – –
PFBT
154
Parkside Financial Bank & Trust
Missouri
$2.02K – – –
CA
155
Clearstead Advisors
Ohio
$1.71K – – –
LFG
156
Larson Financial Group
Missouri
$1.4K – – –
VCM
157
Versant Capital Management
Arizona
$1.09K – – –
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$1K -$1.82K -62 -65%
Bessemer Group
159
Bessemer Group
New Jersey
$1K +$1.15K +39 New
CWA
160
Clearview Wealth Advisors
Oregon
$991 +$353 +12 +71%
2L
161
25 LLC
Missouri
$666 – – –
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$581 – – –
S
163
SignatureFD
Georgia
$512 -$1.74K -59 -80%
HI
164
Harbour Investments
Wisconsin
$512 – – –
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$478 – – –
HNB
166
Huntington National Bank
Ohio
$34 – – –
Comerica Bank
167
Comerica Bank
Texas
$2 +$51.7K +1,755 New
GC
168
GMT Capital
Georgia
– -$10.4M -360,548 Closed
ACM
169
Ararat Capital Management
Connecticut
– -$8.69M -302,275 Closed
VC
170
Voss Capital
Texas
– -$7.55M -262,695 Closed
EAM
171
Eagle Asset Management
Florida
– -$2.46M -85,691 Closed
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
– -$1.11M -38,700 Closed
Connor, Clark & Lunn Investment Management (CC&L)
173
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$860K -29,906 Closed
Marshall Wace
174
Marshall Wace
United Kingdom
– -$527K -18,342 Closed
TD Asset Management
175
TD Asset Management
Ontario, Canada
– -$371K -12,900 Closed
4 5 6
7
8

HZO Hedge Fund Activity: Q2 2023 in Review

167 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q2 2023, worth a combined $662M — up 12% from $589M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HZO and 26 opened new positions — a net loss of 1 holder — while 68 trimmed existing stakes and 41 added.

The largest buyer was Levin Capital Strategies, adding an estimated $17.2M. The largest seller was GMT Capital, exiting entirely with an estimated $10.4M sold.

  • 167 institutional investors held MarineMax (HZO) as of Q2 2023, down from 168 in Q1 2023.
  • Funds reported $662M of MarineMax stock for Q2 2023, up 12% quarter-over-quarter.
  • 26 funds opened new MarineMax positions in Q2 2023 and 27 closed out, a net change of -1 holder.
  • The largest MarineMax buyer in Q2 2023 was Levin Capital Strategies, an estimated $17.2M added.
  • The largest MarineMax seller in Q2 2023 was GMT Capital, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2023.