MarineMax
146 hedge funds and large institutions have $523M invested in MarineMax in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 20 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 36
20% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 20
14% more capital invested
Capital invested by funds: $457M → $523M (+$66M)
2% more funds holding
Funds holding: 143 → 146 (+3)
7% more call options, than puts
Call options by funds: $2.11M | Put options by funds: $1.97M
0.9% more ownership
Funds ownership: 90.33% → 91.22% (+0.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$14.8M |
| 2 |
BlackRock
New York
|
+$8.21M |
| 3 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
+$4.14M |
| 4 |
State Street
Boston,
Massachusetts
|
+$3.51M |
| 5 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$3.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
-$12.1M |
| 2 |
WG
Winton Group
London,
United Kingdom
|
-$8.7M |
| 3 |
MWNA
Marshall Wace North America
New York
|
-$7.97M |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$3M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$2.08M |
HZO Hedge Fund Activity: Q3 2018 in Review
146 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q3 2018, worth a combined $523M — up 14% from $457M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new HZO positions and 20 closed out — a net gain of 4 holders — while 57 added to existing stakes and 36 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $14.8M. The largest seller was Harvest Capital Strategies, exiting entirely with an estimated $12.1M sold.
- 146 institutional investors held MarineMax (HZO) as of Q3 2018, up from 143 in Q2 2018.
- Funds reported $523M of MarineMax stock for Q3 2018, up 14% quarter-over-quarter.
- 24 funds opened new MarineMax positions in Q3 2018 and 20 closed out, a net change of +4 holders.
- The largest MarineMax buyer in Q3 2018 was Wellington Management Group, an estimated $14.8M added.
- The largest MarineMax seller in Q3 2018 was Harvest Capital Strategies, an estimated $12.1M sold.
Based on aggregated 13F filings for Q3 2018.