MarineMax
123 hedge funds and large institutions have $349M invested in MarineMax in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 16 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 42
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
1.99% more ownership
Funds ownership: 91.48% → 93.47% (+2%)
1% more funds holding
Funds holding: 122 → 123 (+1)
3% less capital invested
Capital invested by funds: $361M → $349M (-$12.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$13M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$8.62M |
| 3 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$5.74M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$4.03M |
| 5 |
SAM
Scopus Asset Management
New York
|
+$3.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$14.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.65M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$4.59M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$3.22M |
| 5 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$2.84M |
HZO Hedge Fund Activity: Q1 2014 in Review
123 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q1 2014, worth a combined $349M — down 3.4% from $361M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new HZO positions and 16 closed out — a net gain of 2 holders — while 48 added to existing stakes and 42 trimmed.
The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $13M. The largest seller was T. Rowe Price Associates, cutting an estimated $14.3M.
- 123 institutional investors held MarineMax (HZO) as of Q1 2014, up from 122 in Q4 2013.
- Funds reported $349M of MarineMax stock for Q1 2014, down 3.4% quarter-over-quarter.
- 18 funds opened new MarineMax positions in Q1 2014 and 16 closed out, a net change of +2 holders.
- The largest MarineMax buyer in Q1 2014 was Loomis, Sayles & Company, an estimated $13M added.
- The largest MarineMax seller in Q1 2014 was T. Rowe Price Associates, an estimated $14.3M sold.
Based on aggregated 13F filings for Q1 2014.