MarineMax
168 hedge funds and large institutions have $458M invested in MarineMax in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 19 closing their positions.
116% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 19
53% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 36
17% more call options, than puts
Call options by funds: $417K | Put options by funds: $355K
15% more funds holding
Funds holding: 146 → 168 (+22)
0.28% more ownership
Funds ownership: 91.22% → 91.51% (+0.28%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less capital invested
Capital invested by funds: $523M → $458M (-$65.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
+$10.3M |
| 2 |
WG
Winton Group
London,
United Kingdom
|
+$7.34M |
| 3 |
MC
Maverick Capital
Dallas,
Texas
|
+$6.68M |
| 4 |
Morgan Stanley
New York
|
+$5.71M |
| 5 |
BlackRock
New York
|
+$4.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$15.1M |
| 2 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$13.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$8.98M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$3.95M |
| 5 |
RA
Royce & Associates
New York
|
-$3.19M |
HZO Hedge Fund Activity: Q4 2018 in Review
168 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q4 2018, worth a combined $458M — down 13% from $523M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new HZO positions and 19 closed out — a net gain of 22 holders — while 55 added to existing stakes and 36 trimmed.
The largest buyer was Man Group, adding an estimated $10.3M. The largest seller was Wellington Management Group, exiting entirely with an estimated $15.1M sold.
- 168 institutional investors held MarineMax (HZO) as of Q4 2018, up from 146 in Q3 2018.
- Funds reported $458M of MarineMax stock for Q4 2018, down 13% quarter-over-quarter.
- 41 funds opened new MarineMax positions in Q4 2018 and 19 closed out, a net change of +22 holders.
- The largest MarineMax buyer in Q4 2018 was Man Group, an estimated $10.3M added.
- The largest MarineMax seller in Q4 2018 was Wellington Management Group, an estimated $15.1M sold.
Based on aggregated 13F filings for Q4 2018.