MarineMax
149 hedge funds and large institutions have $645M invested in MarineMax in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 14 closing their positions.
124% more call options, than puts
Call options by funds: $398K | Put options by funds: $178K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
35% more capital invested
Capital invested by funds: $478M → $645M (+$167M)
4% more funds holding
Funds holding: 143 → 149 (+6)
2.13% more ownership
Funds ownership: 95.05% → 97.17% (+2.1%)
7% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$20.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.7M |
| 3 |
State Street
Boston,
Massachusetts
|
+$11.5M |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$6.01M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$5.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$11.8M |
| 2 |
ClearBridge Investments
New York
|
-$10.7M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$8.53M |
| 4 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
-$4.15M |
| 5 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$4.1M |
HZO Hedge Fund Activity: Q1 2015 in Review
149 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q1 2015, worth a combined $645M — up 35% from $478M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new HZO positions and 14 closed out — a net gain of 7 holders — while 53 added to existing stakes and 57 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $20.6M. The largest seller was THB Asset Management, cutting an estimated $11.8M.
- 149 institutional investors held MarineMax (HZO) as of Q1 2015, up from 143 in Q4 2014.
- Funds reported $645M of MarineMax stock for Q1 2015, up 35% quarter-over-quarter.
- 21 funds opened new MarineMax positions in Q1 2015 and 14 closed out, a net change of +7 holders.
- The largest MarineMax buyer in Q1 2015 was Lord, Abbett & Co, an estimated $20.6M added.
- The largest MarineMax seller in Q1 2015 was THB Asset Management, an estimated $11.8M sold.
Based on aggregated 13F filings for Q1 2015.