MarineMax
143 hedge funds and large institutions have $478M invested in MarineMax in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 19 closing their positions.
18% more capital invested
Capital invested by funds: $405M → $478M (+$72.8M)
16% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 50
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.66% less ownership
Funds ownership: 96.71% → 95.05% (-1.7%)
5% less funds holding
Funds holding: 151 → 143 (-8)
26% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$10.7M |
| 2 |
TCM
Tygh Capital Management
Portland,
Oregon
|
+$5.23M |
| 3 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$2.72M |
| 4 |
SAM
Scopus Asset Management
New York
|
+$2.57M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$10.6M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.85M |
| 3 |
RA
Royce & Associates
New York
|
-$6.82M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$2.46M |
| 5 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$1.88M |
HZO Hedge Fund Activity: Q4 2014 in Review
143 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q4 2014, worth a combined $478M — up 18% from $405M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of HZO and 14 opened new positions — a net loss of 5 holders — while 50 trimmed existing stakes and 58 added.
The largest buyer was Chartwell Investment Partners, opening a new position worth an estimated $10.7M. The largest seller was Driehaus Capital Management, cutting an estimated $10.6M.
- 143 institutional investors held MarineMax (HZO) as of Q4 2014, down from 151 in Q3 2014.
- Funds reported $478M of MarineMax stock for Q4 2014, up 18% quarter-over-quarter.
- 14 funds opened new MarineMax positions in Q4 2014 and 19 closed out, a net change of -5 holders.
- The largest MarineMax buyer in Q4 2014 was Chartwell Investment Partners, an estimated $10.7M added.
- The largest MarineMax seller in Q4 2014 was Driehaus Capital Management, an estimated $10.6M sold.
Based on aggregated 13F filings for Q4 2014.