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MarineMax
HZO

227 hedge funds and large institutions have $884M invested in MarineMax in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 72 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $7.76M | Put options by funds: $3.86M

28% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 72

1.99% more ownership

Funds ownership: 98.14% → 100.14% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 234 → 227 (-7)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

30% less capital invested

Capital invested by funds: $1.26B → $884M (-$379M)

Holders
227
Holders Change
-7
Holders Change %
-2.99%
% of All Funds
3.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
92
Reduced
72
Closed
39
Calls
$7.76M
Puts
$3.86M
Net Calls
+$3.9M
Net Calls Change
-$450K

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$14.4M
2
IECM
Intrinsic Edge Capital Management
Illinois
+$10.7M
3
Victory Capital Management
Victory Capital Management
Texas
+$9.8M
4
American Century Companies
American Century Companies
Missouri
+$4.19M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.95M

Top Sellers

1
PCM
Portolan Capital Management
Massachusetts
-$13.7M
2
Millennium Management
Millennium Management
New York
-$12.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.3M
4
JGC
J. Goldman & Co
New York
-$4M
5
HAI
Hennessy Advisors Inc
California
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$167M +$776K +16,515 +0.4%
American Century Companies
2
American Century Companies
Missouri
$80.7M +$4.19M +89,083 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$68.9M +$1.78M +37,795 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$64.9M +$295K +6,278 +0.4%
EAM
5
Eagle Asset Management
Florida
$50.2M -$3.68M -78,216 -6%
State Street
6
State Street
Massachusetts
$30.8M -$1.06M -22,463 -3%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$25.5M +$108K +2,302 +0.4%
Jacobs Levy Equity Management
8
Jacobs Levy Equity Management
New Jersey
$17.6M -$408K -8,687 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$15M -$94K -2,001 -0.5%
SEI Investments
10
SEI Investments
Pennsylvania
$13.2M +$1.26M +26,810 +9%
Pacer Advisors
11
Pacer Advisors
Pennsylvania
$12.3M +$14.4M +305,424 New
Ameriprise
12
Ameriprise
Minnesota
$12.3M +$260K +5,540 +2%
Victory Capital Management
13
Victory Capital Management
Texas
$11.6M +$9.8M +208,545 +277%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$10.6M -$10.3M -219,057 -45%
PCM
15
Peregrine Capital Management
Minnesota
$10.3M -$418K -8,890 -3%
Charles Schwab
16
Charles Schwab
California
$10.2M +$789K +16,797 +7%
Invesco
17
Invesco
Georgia
$9.75M +$2.53M +53,839 +29%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.27M +$60.8K +1,293 +0.6%
IECM
19
Intrinsic Edge Capital Management
Illinois
$9.15M +$10.7M +227,370 New
Northern Trust
20
Northern Trust
Illinois
$8.91M -$398K -8,469 -4%
Morgan Stanley
21
Morgan Stanley
New York
$8.53M -$1.96M -41,632 -16%
N
22
Nuveen
North Carolina
$8.08M -$4.04K -86 -0%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$8.01M -$255K -5,430 -3%
Millennium Management
24
Millennium Management
New York
$7.91M -$12.6M -267,941 -58%
BCM
25
Bridgeway Capital Management
Texas
$6.79M +$2.02M +43,000 +34%
1
2 3 4 5

HZO Hedge Fund Activity: Q1 2022 in Review

227 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q1 2022, worth a combined $884M — down 30% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of HZO and 35 opened new positions — a net loss of 4 holders — while 72 trimmed existing stakes and 92 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $14.4M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $13.7M sold.

  • 227 institutional investors held MarineMax (HZO) as of Q1 2022, down from 234 in Q4 2021.
  • Funds reported $884M of MarineMax stock for Q1 2022, down 30% quarter-over-quarter.
  • 35 funds opened new MarineMax positions in Q1 2022 and 39 closed out, a net change of -4 holders.
  • The largest MarineMax buyer in Q1 2022 was Pacer Advisors, an estimated $14.4M added.
  • The largest MarineMax seller in Q1 2022 was Portolan Capital Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2022.