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MarineMax

104 hedge funds and large institutions have $275M invested in MarineMax in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

8% more capital invested

Capital invested by funds: $255M → $275M (+$20.5M)

8% more call options, than puts

Call options by funds: $13K | Put options by funds: $12K

0.06% less ownership

Funds ownership: 93.1%93.04% (-0.06%)

4% less funds holding

Funds holding: 108104 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
104
Holders Change
-4
Holders Change %
-3.7%
% of All Funds
3.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
57
Reduced
23
Closed
11
Calls
$13K
Puts
$12K
Net Calls
+$1K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$27.7M +$52.6K +4,400 +0.2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$23.5M +$188K +15,752 +0.8%
PIM
3
Perkins Investment Management
Illinois
$21.9M +$1.45M +121,600 +7%
IAM
4
Impala Asset Management
Florida
$18.1M +$7.19M +602,142 +69%
BFA
5
BlackRock Fund Advisors
California
$16.2M +$1.37M +114,961 +9%
TAM
6
THB Asset Management
Connecticut
$13.4M -$369K -30,845 -3%
SCM
7
Schneider Capital Management
Pennsylvania
$13M -$355K -29,683 -3%
RA
8
Royce & Associates
New York
$11.6M -$597K -50,000 -5%
AllianceBernstein
9
AllianceBernstein
Tennessee
$11.5M +$3.24M +271,480 +41%
American Century Companies
10
American Century Companies
Missouri
$10.7M +$3.34M +279,757 +47%
RCM
11
Rutabaga Capital Management
Massachusetts
$9.55M
Fidelity Investments
12
Fidelity Investments
Massachusetts
$9.15M -$597K -50,000 -6%
Vanguard Group
13
Vanguard Group
Pennsylvania
$8.99M +$238K +19,955 +3%
BIT
14
BlackRock Institutional Trust
California
$8.64M +$156K +13,095 +2%
ClearBridge Investments
15
ClearBridge Investments
New York
$8.38M +$779K +65,202 +10%
GIM
16
Granahan Investment Management
Massachusetts
$6.17M +$20.3K +1,700 +0.3%
State Street
17
State Street
Massachusetts
$5.12M +$340K +28,473 +7%
Northern Trust
18
Northern Trust
Illinois
$3.99M +$258K +21,589 +7%
PCM
19
PAR Capital Management
Massachusetts
$3.75M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.62M +$205K +17,190 +6%
NI
21
Numeric Investors
Massachusetts
$2.96M +$42.9K +3,590 +2%
IMOV
22
Investment Management of Virginia
Virginia
$1.74M +$546K +45,695 +47%
Principal Financial Group
23
Principal Financial Group
Iowa
$1.62M +$63.2K +5,287 +4%
GC
24
Guggenheim Capital
Illinois
$1.43M +$111K +9,296 +9%
USAA
25
United Services Automobile Association
Texas
$1.36M +$43K +3,600 +3%