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.
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
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
London,
United Kingdom
|
+$3.05M |
| 5 |
Renaissance Technologies
New York
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$10.8M |
| 2 |
BBCM
Broad Bay Capital Management
New York
|
-$7.82M |
| 3 |
Millennium Management
New York
|
-$4.76M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.74M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CC
176
Corton Capital
Carrying Place,
Ontario, Canada
| – | -$235K | -6,892 | Closed |
|
177
Simplex Trading
Chicago,
Illinois
| – | -$239K | -6,873 | Closed |
|
|
CAM
178
Cresset Asset Management
Chicago,
Illinois
| – | -$228K | -6,687 | Closed |
|
|
ASRS
179
Arizona State Retirement System
Phoenix,
Arizona
| – | -$210K | -6,138 | Closed |
|
|
TCM
180
Teza Capital Management
Chicago,
Illinois
| – | -$207K | -6,062 | Closed |
|
|
CWA
181
Clearview Wealth Advisors
Salem,
Oregon
| – | -$991 | -29 | Closed |
|
|
2L
182
25 LLC
St. Louis,
Missouri
| – | -$666 | -18 | Closed |
|
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.