MarineMax
167 hedge funds and large institutions have $715M invested in MarineMax in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 66 reducing their positions, and 23 closing their positions.
17% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 23
2% more funds holding
Funds holding: 163 → 167 (+4)
3.12% less ownership
Funds ownership: 85.62% → 82.5% (-3.1%)
23% less capital inflows, than outflows
Capital inflows: $42.1M | Capital outflows: $54.6M
36% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 66
77% less call options, than puts
Call options by funds: $5.61M | Put options by funds: $24M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBCM
Broad Bay Capital Management
New York
|
+$5.67M |
| 2 |
BlackRock
New York
|
+$3.94M |
| 3 |
Barclays
London,
United Kingdom
|
+$2.86M |
| 4 |
Squarepoint
New York
|
+$2.48M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCS
Levin Capital Strategies
New York
|
-$8.67M |
| 2 |
JGC
J. Goldman & Co
New York
|
-$8.54M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.49M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$4.76M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$2.67M |
HZO Hedge Fund Activity: Q4 2023 in Review
167 of the 6,873 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q4 2023, worth a combined $715M — up 16% from $616M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new HZO positions and 23 closed out — a net gain of 4 holders — while 42 added to existing stakes and 66 trimmed.
The largest buyer was Broad Bay Capital Management, adding an estimated $5.67M. The largest seller was Levin Capital Strategies, cutting an estimated $8.67M.
- 167 institutional investors held MarineMax (HZO) as of Q4 2023, up from 163 in Q3 2023.
- Funds reported $715M of MarineMax stock for Q4 2023, up 16% quarter-over-quarter.
- 27 funds opened new MarineMax positions in Q4 2023 and 23 closed out, a net change of +4 holders.
- The largest MarineMax buyer in Q4 2023 was Broad Bay Capital Management, an estimated $5.67M added.
- The largest MarineMax seller in Q4 2023 was Levin Capital Strategies, an estimated $8.67M sold.
Based on aggregated 13F filings for Q4 2023.