MarineMax
142 hedge funds and large institutions have $515M invested in MarineMax in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 38 reducing their positions, and 20 closing their positions.
84% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 38
13% more capital invested
Capital invested by funds: $456M → $515M (+$59.1M)
0.76% more ownership
Funds ownership: 90.31% → 91.06% (+0.76%)
8% less funds holding
Funds holding: 154 → 142 (-12)
30% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$65.9M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$11.6M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$8.27M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$5.39M |
| 5 |
1C
1060 Capital
Denver,
Colorado
|
+$3.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
-$11.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.4M |
| 3 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$6.41M |
| 4 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$5.15M |
| 5 |
Morgan Stanley
New York
|
-$1.48M |
HZO Hedge Fund Activity: Q1 2017 in Review
142 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q1 2017, worth a combined $515M — up 13% from $456M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of HZO and 14 opened new positions — a net loss of 6 holders — while 38 trimmed existing stakes and 70 added.
The largest buyer was BlackRock, adding an estimated $65.9M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $11.2M sold.
- 142 institutional investors held MarineMax (HZO) as of Q1 2017, down from 154 in Q4 2016.
- Funds reported $515M of MarineMax stock for Q1 2017, up 13% quarter-over-quarter.
- 14 funds opened new MarineMax positions in Q1 2017 and 20 closed out, a net change of -6 holders.
- The largest MarineMax buyer in Q1 2017 was BlackRock, an estimated $65.9M added.
- The largest MarineMax seller in Q1 2017 was Scopus Asset Management, an estimated $11.2M sold.
Based on aggregated 13F filings for Q1 2017.