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MarineMax

122 hedge funds and large institutions have $361M invested in MarineMax in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

140% more call options, than puts

Call options by funds: $161K | Put options by funds: $67K

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

31% more capital invested

Capital invested by funds: $275M → $361M (+$85.8M)

17% more funds holding

Funds holding: 104122 (+18)

1.56% less ownership

Funds ownership: 93.04%91.48% (-1.6%)

Holders
122
Holders Change
+18
Holders Change %
+17.31%
% of All Funds
3.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
47
Reduced
35
Closed
6
Calls
$161K
Puts
$67K
Net Calls
+$94K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$36.3M -$105K -6,930 -0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$31.2M +$248K +16,468 +0.9%
BFA
3
BlackRock Fund Advisors
California
$22.1M +$638K +42,279 +3%
IAM
4
Impala Asset Management
Florida
$18.4M -$5.05M -334,684 -23%
PIM
5
Perkins Investment Management
Illinois
$18.4M -$9.77M -647,603 -36%
TAM
6
THB Asset Management
Connecticut
$16.1M -$1.47M -97,234 -9%
American Century Companies
7
American Century Companies
Missouri
$13.5M -$541K -35,838 -4%
SCM
8
Schneider Capital Management
Pennsylvania
$13M -$3.85M -255,064 -24%
RCM
9
Rutabaga Capital Management
Massachusetts
$12.6M -$15.6K -1,031 -0.1%
Vanguard Group
10
Vanguard Group
Pennsylvania
$12.4M +$563K +37,285 +5%
AllianceBernstein
11
AllianceBernstein
Tennessee
$12.3M -$2.64M -175,240 -19%
RA
12
Royce & Associates
New York
$12.3M -$2.84M -188,500 -20%
BIT
13
BlackRock Institutional Trust
California
$11.6M +$165K +10,912 +2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$9.65M -$2.26M -150,000 -20%
GIM
15
Granahan Investment Management
Massachusetts
$9.06M +$866K +57,372 +11%
MHP
16
Manatuck Hill Partners
Connecticut
$8.01M +$6.99M +463,400 +1,324%
ClearBridge Investments
17
ClearBridge Investments
New York
$7.48M -$3.35M -221,970 -32%
State Street
18
State Street
Massachusetts
$7.04M +$284K +18,792 +4%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$5.85M +$5.49M +363,792 New
Northern Trust
20
Northern Trust
Illinois
$5.22M -$32.5K -2,156 -0.7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$5.12M +$334K +22,132 +7%
DCM
22
Driehaus Capital Management
Illinois
$3.85M +$3.62M +239,754 New
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$3.22M +$3.02M +200,469 New
TCM
24
Tygh Capital Management
Oregon
$2.94M +$2.76M +182,666 New
IMOV
25
Investment Management of Virginia
Virginia
$2.77M +$439K +29,125 +20%

HZO Hedge Fund Activity: Q4 2013 in Review

122 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q4 2013, worth a combined $361M — up 31% from $275M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HZO positions and 6 closed out — a net gain of 18 holders — while 47 added to existing stakes and 35 trimmed.

The largest buyer was Manatuck Hill Partners, adding an estimated $6.99M. The largest seller was Perkins Investment Management, cutting an estimated $9.77M.

  • 122 institutional investors held MarineMax (HZO) as of Q4 2013, up from 104 in Q3 2013.
  • Funds reported $361M of MarineMax stock for Q4 2013, up 31% quarter-over-quarter.
  • 24 funds opened new MarineMax positions in Q4 2013 and 6 closed out, a net change of +18 holders.
  • The largest MarineMax buyer in Q4 2013 was Manatuck Hill Partners, an estimated $6.99M added.
  • The largest MarineMax seller in Q4 2013 was Perkins Investment Management, an estimated $9.77M sold.

Based on aggregated 13F filings for Q4 2013.