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MarineMax
HZO

163 hedge funds and large institutions have $616M invested in MarineMax in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 167 → 163 (-4)

3.09% less ownership

Funds ownership: 88.71% → 85.62% (-3.1%)

7% less capital invested

Capital invested by funds: $662M → $616M (-$46.4M)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

34% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 70

80% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $55.9M

Holders
163
Holders Change
-4
Holders Change %
-2.4%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
46
Reduced
70
Closed
18
Calls
$11.2M
Puts
$55.9M
Net Calls
-$44.7M
Net Calls Change
+$20.1M

Top Buyers

Rank Fund Capital Flow
1
JGC
J. Goldman & Co
New York
+$6.45M
2
IP
Interval Partners
New York
+$5.6M
3
LCS
Levin Capital Strategies
New York
+$3.96M
4
Barclays
Barclays
United Kingdom
+$3.05M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$10.8M
2
BBCM
Broad Bay Capital Management
New York
-$7.82M
3
Millennium Management
Millennium Management
New York
-$4.76M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.74M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$3.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$107M -$10.8M -310,148 -9%
American Century Companies
2
American Century Companies
Missouri
$66.2M -$2.47M -71,016 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46.2M -$3.52M -101,301 -7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.7M -$3.74M -107,612 -7%
State Street
5
State Street
Massachusetts
$29.1M -$3.08M -88,518 -9%
LCS
6
Levin Capital Strategies
New York
$23.3M +$3.96M +113,850 +19%
Millennium Management
7
Millennium Management
New York
$21.2M -$4.76M -136,783 -17%
Citadel Advisors
8
Citadel Advisors
Florida
$18.1M +$1.95M +56,107 +11%
BBCM
9
Broad Bay Capital Management
New York
$17.2M -$7.82M -225,000 -30%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$14M +$62.2K +1,788 +0.4%
Charles Schwab
11
Charles Schwab
California
$13.9M +$992K +28,539 +7%
PMG
12
Private Management Group
California
$13.2M +$97.4K +2,801 +0.7%
BCM
13
Bridgeway Capital Management
Texas
$10.6M +$214K +6,162 +2%
Morgan Stanley
14
Morgan Stanley
New York
$10.4M +$1.63M +46,939 +17%
SEI Investments
15
SEI Investments
Pennsylvania
$9.75M +$221K +6,349 +2%
JGC
16
J. Goldman & Co
New York
$8.54M +$6.45M +185,515 +248%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$8.4M -$530K -15,230 -6%
Invesco
18
Invesco
Georgia
$8.15M +$302K +8,685 +4%
PCM
19
Peregrine Capital Management
Minnesota
$7.21M -$329K -9,461 -4%
Northern Trust
20
Northern Trust
Illinois
$7.08M -$204K -5,878 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$6.82M -$463K -13,317 -6%
Goldman Sachs
22
Goldman Sachs
New York
$5.79M -$247K -7,106 -4%
IP
23
Interval Partners
New York
$5.28M +$5.6M +161,021 New
N
24
Nuveen
North Carolina
$5.22M -$139K -3,991 -2%
LKIM
25
Lawson Kroeker Investment Management
Nebraska
$4.81M +$52.7K +1,515 +1%
1
2 3 4 5

HZO Hedge Fund Activity: Q3 2023 in Review

163 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q3 2023, worth a combined $616M — down 7% from $662M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HZO and 15 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 46 added.

The largest buyer was J. Goldman & Co, adding an estimated $6.45M. The largest seller was BlackRock, cutting an estimated $10.8M.

  • 163 institutional investors held MarineMax (HZO) as of Q3 2023, down from 167 in Q2 2023.
  • Funds reported $616M of MarineMax stock for Q3 2023, down 7% quarter-over-quarter.
  • 15 funds opened new MarineMax positions in Q3 2023 and 18 closed out, a net change of -3 holders.
  • The largest MarineMax buyer in Q3 2023 was J. Goldman & Co, an estimated $6.45M added.
  • The largest MarineMax seller in Q3 2023 was BlackRock, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2023.