MarineMax
162 hedge funds and large institutions have $633M invested in MarineMax in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 28 closing their positions.
2.9% more ownership
Funds ownership: 82.5% → 85.39% (+2.9%)
4% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 56
3% less funds holding
Funds holding: 167 → 162 (-5)
11% less capital invested
Capital invested by funds: $715M → $633M (-$82.1M)
18% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 28
88% less call options, than puts
Call options by funds: $3.1M | Put options by funds: $26.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCS
Levin Capital Strategies
New York
|
+$19.6M |
| 2 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$12.9M |
| 3 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$10.4M |
| 4 |
SC
Shellback Capital
Boston,
Massachusetts
|
+$5.72M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$12M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$10.4M |
| 3 |
Barclays
London,
United Kingdom
|
-$5.8M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$3.31M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$3.25M |
HZO Hedge Fund Activity: Q1 2024 in Review
162 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q1 2024, worth a combined $633M — down 11% from $715M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of HZO and 23 opened new positions — a net loss of 5 holders — while 56 trimmed existing stakes and 54 added.
The largest buyer was Levin Capital Strategies, adding an estimated $19.6M. The largest seller was Millennium Management, cutting an estimated $12M.
- 162 institutional investors held MarineMax (HZO) as of Q1 2024, down from 167 in Q4 2023.
- Funds reported $633M of MarineMax stock for Q1 2024, down 11% quarter-over-quarter.
- 23 funds opened new MarineMax positions in Q1 2024 and 28 closed out, a net change of -5 holders.
- The largest MarineMax buyer in Q1 2024 was Levin Capital Strategies, an estimated $19.6M added.
- The largest MarineMax seller in Q1 2024 was Millennium Management, an estimated $12M sold.
Based on aggregated 13F filings for Q1 2024.