MarineMax
154 hedge funds and large institutions have $456M invested in MarineMax in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 15 closing their positions.
2,285% more call options, than puts
Call options by funds: $2.77M | Put options by funds: $116K
87% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 15
26% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 47
8% more funds holding
Funds holding: 143 → 154 (+11)
5.89% less ownership
Funds ownership: 96.2% → 90.31% (-5.9%)
12% less capital invested
Capital invested by funds: $520M → $456M (-$64.1M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$10.6M |
| 2 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
+$7.38M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$6.22M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$5.59M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$5.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$48.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.69M |
| 3 |
RI
Redwood Investments
Boston,
Massachusetts
|
-$5.24M |
| 4 |
CCM
Coe Capital Management
Highland Park,
Illinois
|
-$5.15M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$4.4M |
HZO Hedge Fund Activity: Q4 2016 in Review
154 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q4 2016, worth a combined $456M — down 12% from $520M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new HZO positions and 15 closed out — a net gain of 13 holders — while 59 added to existing stakes and 47 trimmed.
The largest buyer was Macquarie Group, adding an estimated $10.6M. The largest seller was Chartwell Investment Partners, exiting entirely with an estimated $48.2M sold.
- 154 institutional investors held MarineMax (HZO) as of Q4 2016, up from 143 in Q3 2016.
- Funds reported $456M of MarineMax stock for Q4 2016, down 12% quarter-over-quarter.
- 28 funds opened new MarineMax positions in Q4 2016 and 15 closed out, a net change of +13 holders.
- The largest MarineMax buyer in Q4 2016 was Macquarie Group, an estimated $10.6M added.
- The largest MarineMax seller in Q4 2016 was Chartwell Investment Partners, an estimated $48.2M sold.
Based on aggregated 13F filings for Q4 2016.