MarineMax
198 hedge funds and large institutions have $620M invested in MarineMax in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 73 reducing their positions, and 40 closing their positions.
8% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 73
4.78% less ownership
Funds ownership: 101.38% → 96.6% (-4.8%)
7% less funds holding
Funds holding: 212 → 198 (-14)
17% less call options, than puts
Call options by funds: $4.07M | Put options by funds: $4.91M
22% less capital invested
Capital invested by funds: $792M → $620M (-$172M)
33% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$4.96M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$3.95M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.86M |
| 4 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$2.82M |
| 5 |
BlackRock
New York
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$17.9M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$10.7M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$7.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$6.33M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$3.98M |
HZO Hedge Fund Activity: Q3 2022 in Review
198 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q3 2022, worth a combined $620M — down 22% from $792M a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of HZO and 27 opened new positions — a net loss of 13 holders — while 73 trimmed existing stakes and 67 added.
The largest buyer was Goldman Sachs, adding an estimated $4.96M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $17.9M.
- 198 institutional investors held MarineMax (HZO) as of Q3 2022, down from 212 in Q2 2022.
- Funds reported $620M of MarineMax stock for Q3 2022, down 22% quarter-over-quarter.
- 27 funds opened new MarineMax positions in Q3 2022 and 40 closed out, a net change of -13 holders.
- The largest MarineMax buyer in Q3 2022 was Goldman Sachs, an estimated $4.96M added.
- The largest MarineMax seller in Q3 2022 was Jacobs Levy Equity Management, an estimated $17.9M sold.
Based on aggregated 13F filings for Q3 2022.