MarineMax
140 hedge funds and large institutions have $455M invested in MarineMax in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 16 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 41
28% more capital invested
Capital invested by funds: $355M → $455M (+$99.4M)
6% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 16
1% less funds holding
Funds holding: 142 → 140 (-2)
2.14% less ownership
Funds ownership: 98.38% → 96.25% (-2.1%)
37% less call options, than puts
Call options by funds: $314K | Put options by funds: $502K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$8.45M |
| 2 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$5.27M |
| 3 |
CCM
Coe Capital Management
Highland Park,
Illinois
|
+$4.45M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$4.15M |
| 5 |
MHP
Manatuck Hill Partners
Westport,
Connecticut
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$8.1M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$5.63M |
| 3 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$5.47M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$4.35M |
| 5 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$3.34M |
HZO Hedge Fund Activity: Q4 2015 in Review
140 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q4 2015, worth a combined $455M — up 28% from $355M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of HZO and 15 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 61 added.
The largest buyer was AllianceBernstein, adding an estimated $8.45M. The largest seller was State Street, cutting an estimated $8.1M.
- 140 institutional investors held MarineMax (HZO) as of Q4 2015, down from 142 in Q3 2015.
- Funds reported $455M of MarineMax stock for Q4 2015, up 28% quarter-over-quarter.
- 15 funds opened new MarineMax positions in Q4 2015 and 16 closed out, a net change of -1 holder.
- The largest MarineMax buyer in Q4 2015 was AllianceBernstein, an estimated $8.45M added.
- The largest MarineMax seller in Q4 2015 was State Street, an estimated $8.1M sold.
Based on aggregated 13F filings for Q4 2015.