MarineMax
133 hedge funds and large institutions have $227M invested in MarineMax in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 21 closing their positions.
1,082% more call options, than puts
Call options by funds: $130K | Put options by funds: $11K
22% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 37
14% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 21
1% more funds holding
Funds holding: 132 → 133 (+1)
1.8% less ownership
Funds ownership: 103.82% → 102.02% (-1.8%)
39% less capital invested
Capital invested by funds: $373M → $227M (-$146M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$5.5M |
| 2 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
+$4.43M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$3.71M |
| 4 |
BlackRock
New York
|
+$3.32M |
| 5 |
Man Group
London,
United Kingdom
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$5.98M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.15M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$3.54M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$2.77M |
| 5 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
-$2.39M |
HZO Hedge Fund Activity: Q1 2020 in Review
133 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q1 2020, worth a combined $227M — down 39% from $373M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new HZO positions and 21 closed out — a net gain of 3 holders — while 45 added to existing stakes and 37 trimmed.
The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $5.5M. The largest seller was THB Asset Management, exiting entirely with an estimated $5.98M sold.
- 133 institutional investors held MarineMax (HZO) as of Q1 2020, up from 132 in Q4 2019.
- Funds reported $227M of MarineMax stock for Q1 2020, down 39% quarter-over-quarter.
- 24 funds opened new MarineMax positions in Q1 2020 and 21 closed out, a net change of +3 holders.
- The largest MarineMax buyer in Q1 2020 was Fuller & Thaler Asset Management, an estimated $5.5M added.
- The largest MarineMax seller in Q1 2020 was THB Asset Management, an estimated $5.98M sold.
Based on aggregated 13F filings for Q1 2020.