We are live on ! Find out more
HZO icon

MarineMax
HZO

167 hedge funds and large institutions have $662M invested in MarineMax in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $589M → $662M (+$73.1M)

1% less funds holding

Funds holding: 168 → 167 (-1)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

5.08% less ownership

Funds ownership: 93.79% → 88.71% (-5.1%)

40% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 68

68% less call options, than puts

Call options by funds: $30.5M | Put options by funds: $95.3M

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
41
Reduced
68
Closed
27
Calls
$30.5M
Puts
$95.3M
Net Calls
-$64.8M
Net Calls Change
+$47.3M

Top Buyers

1
LCS
Levin Capital Strategies
New York
+$17.2M
2
Millennium Management
Millennium Management
New York
+$16.1M
3
RA
Royce & Associates
New York
+$2.28M
4
BBCM
Broad Bay Capital Management
New York
+$2.24M
5
EF
Empowered Funds
Pennsylvania
+$2.03M

Top Sellers

1
GC
GMT Capital
Georgia
-$10.4M
2
ACM
Ararat Capital Management
Connecticut
-$8.69M
3
JP Morgan Chase
JP Morgan Chase
New York
-$7.7M
4
VC
Voss Capital
Texas
-$7.55M
5
BlackRock
BlackRock
New York
-$6.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$122M -$6.56M -222,992 -6%
American Century Companies
2
American Century Companies
Missouri
$71.3M -$3.7M -125,622 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$51.6M -$1.27M -43,227 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$51.2M -$3.33M -113,171 -7%
State Street
5
State Street
Massachusetts
$33.3M -$467K -15,865 -2%
Millennium Management
6
Millennium Management
New York
$26.7M +$16.1M +547,249 +232%
BBCM
7
Broad Bay Capital Management
New York
$25.6M +$2.24M +76,200 +11%
LCS
8
Levin Capital Strategies
New York
$20.3M +$17.2M +584,589 +5,846%
Citadel Advisors
9
Citadel Advisors
Florida
$16.9M -$3.09M -104,952 -18%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$14.5M +$369K +12,548 +3%
PMG
11
Private Management Group
California
$13.6M +$300K +10,185 +3%
Charles Schwab
12
Charles Schwab
California
$13.5M +$1.14M +38,794 +11%
BCM
13
Bridgeway Capital Management
Texas
$10.8M +$362K +12,298 +4%
SEI Investments
14
SEI Investments
Pennsylvania
$9.94M -$118K -4,000 -1%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$9.27M +$397K +13,490 +5%
Morgan Stanley
16
Morgan Stanley
New York
$9.21M -$773K -26,260 -9%
Invesco
17
Invesco
Georgia
$8.19M -$1.14M -38,579 -14%
PCM
18
Peregrine Capital Management
Minnesota
$7.83M -$278K -9,455 -4%
Northern Trust
19
Northern Trust
Illinois
$7.57M -$11.5K -391 -0.2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.56M -$184K -6,239 -3%
Goldman Sachs
21
Goldman Sachs
New York
$6.27M -$593K -20,136 -10%
N
22
Nuveen
North Carolina
$5.57M +$50.4K +1,713 +1%
RA
23
Royce & Associates
New York
$5.26M +$2.28M +77,538 +101%
DZ Bank
24
DZ Bank
Germany
$4.99M +$1.52M +51,635 +55%
LKIM
25
Lawson Kroeker Investment Management
Nebraska
$4.96M -$372K -12,630 -8%
1
2 3 4 5

HZO Hedge Fund Activity: Q2 2023 in Review

167 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q2 2023, worth a combined $662M — up 12% from $589M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HZO and 26 opened new positions — a net loss of 1 holder — while 68 trimmed existing stakes and 41 added.

The largest buyer was Levin Capital Strategies, adding an estimated $17.2M. The largest seller was GMT Capital, exiting entirely with an estimated $10.4M sold.

  • 167 institutional investors held MarineMax (HZO) as of Q2 2023, down from 168 in Q1 2023.
  • Funds reported $662M of MarineMax stock for Q2 2023, up 12% quarter-over-quarter.
  • 26 funds opened new MarineMax positions in Q2 2023 and 27 closed out, a net change of -1 holder.
  • The largest MarineMax buyer in Q2 2023 was Levin Capital Strategies, an estimated $17.2M added.
  • The largest MarineMax seller in Q2 2023 was GMT Capital, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2023.