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MarineMax

234 hedge funds and large institutions have $1.26B invested in MarineMax in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $8.59M | Put options by funds: $4.24M

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

21% more capital invested

Capital invested by funds: $1.05B → $1.26B (+$216M)

5% more funds holding

Funds holding: 222234 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less ownership

Funds ownership: 99.15%98.14% (-1%)

19% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 83

Holders
234
Holders Change
+12
Holders Change %
+5.41%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
67
Reduced
83
Closed
30
Calls
$8.59M
Puts
$4.24M
Net Calls
+$4.35M
Net Calls Change
+$567K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$245M +$540K +10,083 +0.2%
American Century Companies
2
American Century Companies
Missouri
$113M +$633K +11,833 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$98.8M +$1.07M +20,058 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$94.8M -$810K -15,129 -0.9%
EAM
5
Eagle Asset Management
Florida
$77M -$572K -10,678 -0.8%
State Street
6
State Street
Massachusetts
$46.4M -$2.58M -48,175 -6%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$37.2M +$1.85M +34,598 +6%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$28.5M -$386K -7,220 -1%
Millennium Management
9
Millennium Management
New York
$27.4M +$9.06M +169,288 +57%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$26.4M +$9.29M +173,641 +64%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$22.1M +$463K +8,648 +2%
SEI Investments
12
SEI Investments
Pennsylvania
$17.7M +$5.31M +99,219 +49%
Ameriprise
13
Ameriprise
Minnesota
$17.7M +$8.47M +158,305 +112%
PCM
14
Peregrine Capital Management
Minnesota
$15.7M -$2.58M -48,219 -15%
Morgan Stanley
15
Morgan Stanley
New York
$15M +$857K +16,006 +7%
Charles Schwab
16
Charles Schwab
California
$13.9M -$545K -10,187 -4%
PCM
17
Portolan Capital Management
Massachusetts
$13.7M +$12.4M +232,076 New
Northern Trust
18
Northern Trust
Illinois
$13.6M -$252K -4,713 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$13.5M -$398K -7,436 -3%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$12.1M -$1.64M -30,710 -13%
Invesco
21
Invesco
Georgia
$11.1M -$2.23M -41,592 -18%
N
22
Nuveen
North Carolina
$10.5M -$4.25M -79,372 -31%
Principal Financial Group
23
Principal Financial Group
Iowa
$10.2M -$1.22M -22,774 -12%
Goldman Sachs
24
Goldman Sachs
New York
$7.88M -$477K -8,908 -6%
Bank of America
25
Bank of America
North Carolina
$7.66M -$3.18M -59,336 -31%

HZO Hedge Fund Activity: Q4 2021 in Review

234 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q4 2021, worth a combined $1.26B — up 21% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new HZO positions and 30 closed out — a net gain of 13 holders — while 67 added to existing stakes and 83 trimmed.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $12.4M. The largest seller was Bank of Montreal, cutting an estimated $16M.

  • 234 institutional investors held MarineMax (HZO) as of Q4 2021, up from 222 in Q3 2021.
  • Funds reported $1.26B of MarineMax stock for Q4 2021, up 21% quarter-over-quarter.
  • 43 funds opened new MarineMax positions in Q4 2021 and 30 closed out, a net change of +13 holders.
  • The largest MarineMax buyer in Q4 2021 was Portolan Capital Management, an estimated $12.4M added.
  • The largest MarineMax seller in Q4 2021 was Bank of Montreal, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2021.