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.
148% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 23
8% more capital invested
Capital invested by funds: $255M → $275M (+$20.7M)
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: 108 → 104 (-4)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
+$7.19M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$3.34M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$3.24M |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$1.45M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$6.64M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$2.9M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$2.37M |
| 4 |
Neuberger Berman Group
New York
|
-$2.15M |
| 5 |
GECH
Garnet Equity Capital Holdings
New York
|
-$1.28M |
HZO Hedge Fund Activity: Q3 2013 in Review
104 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q3 2013, worth a combined $275M — up 8.1% from $255M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of HZO and 7 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 57 added.
The largest buyer was Impala Asset Management, adding an estimated $7.19M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $6.64M sold.
- 104 institutional investors held MarineMax (HZO) as of Q3 2013, down from 108 in Q2 2013.
- Funds reported $275M of MarineMax stock for Q3 2013, up 8.1% quarter-over-quarter.
- 7 funds opened new MarineMax positions in Q3 2013 and 11 closed out, a net change of -4 holders.
- The largest MarineMax buyer in Q3 2013 was Impala Asset Management, an estimated $7.19M added.
- The largest MarineMax seller in Q3 2013 was Lord, Abbett & Co, an estimated $6.64M sold.
Based on aggregated 13F filings for Q3 2013.