MarineMax
118 hedge funds and large institutions have $388M invested in MarineMax in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 23 closing their positions.
121% more call options, than puts
Call options by funds: $569K | Put options by funds: $258K
51% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 35
8.01% more ownership
Funds ownership: 90.71% → 98.72% (+8%)
8% less funds holding
Funds holding: 128 → 118 (-10)
17% less capital invested
Capital invested by funds: $465M → $388M (-$76.7M)
39% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 23
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$8.81M |
| 2 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
+$6.75M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$6.72M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$4.01M |
| 5 |
SO
STRS Ohio
Columbus,
Ohio
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$17.9M |
| 2 |
SAM
Scopus Asset Management
New York
|
-$7.88M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$5.49M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$4.46M |
| 5 |
MC
Mitra Capital
Boston,
Massachusetts
|
-$3.02M |
HZO Hedge Fund Activity: Q3 2017 in Review
118 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q3 2017, worth a combined $388M — down 17% from $465M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of HZO and 14 opened new positions — a net loss of 9 holders — while 35 trimmed existing stakes and 53 added.
The largest buyer was Invesco, adding an estimated $8.81M. The largest seller was Numeric Investors, exiting entirely with an estimated $17.9M sold.
- 118 institutional investors held MarineMax (HZO) as of Q3 2017, down from 128 in Q2 2017.
- Funds reported $388M of MarineMax stock for Q3 2017, down 17% quarter-over-quarter.
- 14 funds opened new MarineMax positions in Q3 2017 and 23 closed out, a net change of -9 holders.
- The largest MarineMax buyer in Q3 2017 was Invesco, an estimated $8.81M added.
- The largest MarineMax seller in Q3 2017 was Numeric Investors, an estimated $17.9M sold.
Based on aggregated 13F filings for Q3 2017.