MarineMax
143 hedge funds and large institutions have $520M invested in MarineMax in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 44 reducing their positions, and 16 closing their positions.
552% more call options, than puts
Call options by funds: $2.5M | Put options by funds: $384K
56% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 16
18% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 44
18% more capital invested
Capital invested by funds: $441M → $520M (+$79.2M)
7% more funds holding
Funds holding: 134 → 143 (+9)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.81% less ownership
Funds ownership: 101.01% → 96.2% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$10.9M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$7.63M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$4.09M |
| 4 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$2.65M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$8.55M |
| 2 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$8.24M |
| 3 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$7.42M |
| 4 |
SCM
Sandler Capital Management
New York
|
-$6.74M |
| 5 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$5.75M |
HZO Hedge Fund Activity: Q3 2016 in Review
143 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q3 2016, worth a combined $520M — up 18% from $441M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HZO positions and 16 closed out — a net gain of 9 holders — while 52 added to existing stakes and 44 trimmed.
The largest buyer was Numeric Investors, adding an estimated $10.9M. The largest seller was THB Asset Management, cutting an estimated $8.55M.
- 143 institutional investors held MarineMax (HZO) as of Q3 2016, up from 134 in Q2 2016.
- Funds reported $520M of MarineMax stock for Q3 2016, up 18% quarter-over-quarter.
- 25 funds opened new MarineMax positions in Q3 2016 and 16 closed out, a net change of +9 holders.
- The largest MarineMax buyer in Q3 2016 was Numeric Investors, an estimated $10.9M added.
- The largest MarineMax seller in Q3 2016 was THB Asset Management, an estimated $8.55M sold.
Based on aggregated 13F filings for Q3 2016.