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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
RG
151
Retirement Group
California
$3.18K – – –
CWP
152
Concord Wealth Partners
Virginia
$2.17K – – –
LFG
153
Larson Financial Group
Missouri
$1.35K – – –
PFBT
154
Parkside Financial Bank & Trust
Missouri
$1.22K -$765 -22 -37%
EWA
155
EverSource Wealth Advisors
Alabama
$1.08K +$1.15K +33 New
VCM
156
Versant Capital Management
Arizona
$1.05K – – –
Bessemer Group
157
Bessemer Group
New Jersey
$1K – – –
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$558 – – –
AF
160
Allworth Financial
California
$558 +$591 +17 New
HI
161
Harbour Investments
Wisconsin
$492 – – –
FMII
162
Farmers & Merchants Investments Inc
Nebraska
$459 – – –
S
163
SignatureFD
Georgia
$197 -$313 -9 -60%
HNB
164
Huntington National Bank
Ohio
$33 – – –
CEI
165
Clark Estates Inc
New York
– -$2.71M -79,400 Closed
Two Sigma Investments
166
Two Sigma Investments
New York
– -$794K -23,237 Closed
DM
167
Delphi Management
Massachusetts
– -$755K -22,102 Closed
Group One Trading
168
Group One Trading
Illinois
– -$561K -16,147 Closed
State of Wisconsin Investment Board
169
State of Wisconsin Investment Board
Wisconsin
– -$435K -12,735 Closed
BC
170
Burney Company
Virginia
– -$366K -10,707 Closed
CCIA
171
Campbell & Co Investment Adviser
Maryland
– -$363K -10,623 Closed
II
172
Inspire Investing
Idaho
– -$315K -9,220 Closed
CC
173
Centiva Capital
New York
– -$276K -8,065 Closed
EGM
174
Engineers Gate Manager
New York
– -$263K -7,699 Closed
Walleye Capital
175
Walleye Capital
New York
– -$241K -7,061 Closed
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.