MarineMax
135 hedge funds and large institutions have $603M invested in MarineMax in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 28 closing their positions.
96% more call options, than puts
Call options by funds: $715K | Put options by funds: $364K
24% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 45
3.23% more ownership
Funds ownership: 97.17% → 100.41% (+3.2%)
7% less capital invested
Capital invested by funds: $645M → $603M (-$42.2M)
9% less funds holding
Funds holding: 149 → 135 (-14)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$23.5M |
| 2 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$18.6M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$13.6M |
| 4 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$6.01M |
| 5 |
SCM
SeaStone Capital Management
New York
|
+$5.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$13.2M |
| 2 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$8.83M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$8.55M |
| 4 |
MHP
Manatuck Hill Partners
Westport,
Connecticut
|
-$8.08M |
| 5 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$5.3M |
HZO Hedge Fund Activity: Q2 2015 in Review
135 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q2 2015, worth a combined $603M — down 6.5% from $645M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of HZO and 14 opened new positions — a net loss of 14 holders — while 45 trimmed existing stakes and 56 added.
The largest buyer was Lord, Abbett & Co, adding an estimated $23.5M. The largest seller was Granahan Investment Management, exiting entirely with an estimated $13.2M sold.
- 135 institutional investors held MarineMax (HZO) as of Q2 2015, down from 149 in Q1 2015.
- Funds reported $603M of MarineMax stock for Q2 2015, down 6.5% quarter-over-quarter.
- 14 funds opened new MarineMax positions in Q2 2015 and 28 closed out, a net change of -14 holders.
- The largest MarineMax buyer in Q2 2015 was Lord, Abbett & Co, an estimated $23.5M added.
- The largest MarineMax seller in Q2 2015 was Granahan Investment Management, an estimated $13.2M sold.
Based on aggregated 13F filings for Q2 2015.