MarineMax
132 hedge funds and large institutions have $373M invested in MarineMax in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 17 closing their positions.
6% more capital invested
Capital invested by funds: $353M → $373M (+$19.6M)
6% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 17
1.49% less ownership
Funds ownership: 105.31% → 103.82% (-1.5%)
3% less funds holding
Funds holding: 136 → 132 (-4)
37% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 54
83% less call options, than puts
Call options by funds: $15K | Put options by funds: $90K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.47M |
| 2 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$3.46M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.03M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$1.89M |
| 5 |
Goldman Sachs
New York
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
-$7.99M |
| 2 |
JP Morgan Chase
New York
|
-$2.38M |
| 3 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$2.37M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.3M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
-$1.6M |
HZO Hedge Fund Activity: Q4 2019 in Review
132 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q4 2019, worth a combined $373M — up 5.6% from $353M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new HZO positions and 17 closed out — a net gain of 1 holder — while 34 added to existing stakes and 54 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $3.47M. The largest seller was Global Alpha Capital Management, exiting entirely with an estimated $7.99M sold.
- 132 institutional investors held MarineMax (HZO) as of Q4 2019, down from 136 in Q3 2019.
- Funds reported $373M of MarineMax stock for Q4 2019, up 5.6% quarter-over-quarter.
- 18 funds opened new MarineMax positions in Q4 2019 and 17 closed out, a net change of +1 holder.
- The largest MarineMax buyer in Q4 2019 was Wellington Management Group, an estimated $3.47M added.
- The largest MarineMax seller in Q4 2019 was Global Alpha Capital Management, an estimated $7.99M sold.
Based on aggregated 13F filings for Q4 2019.