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Malibu Boats
MBUU

Overview Fund Activity

179 hedge funds and large institutions have $999M invested in Malibu Boats in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+13
Holders Change %
+7.83%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
31
Increased
51
Reduced
74
Closed
17
Calls
$2.52M
Puts
$2.99M
Net Calls
-$469K
Net Calls Change
-$141K

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$27.5M
2
American Century Companies
American Century Companies
Missouri
+$15.8M
3
FWIA
Fort Washington Investment Advisors
Ohio
+$7.97M
4
DCM
Driehaus Capital Management
Illinois
+$7.54M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$6.26M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$9.64M
2
CB
Cooke & Bieler
Pennsylvania
-$9.06M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$8.11M
4
NPIC
Neumeier Poma Investment Counsel
California
-$8.07M
5
SC
Shellback Capital
Massachusetts
-$7.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$113K – – –
New York State Teachers Retirement System (NYSTRS)
152
New York State Teachers Retirement System (NYSTRS)
New York
$89K – – –
AIP
153
Ameritas Investment Partners
Nebraska
$86K – – –
PHK
154
Point72 Hong Kong
Hong Kong
$69K +$60.6K +1,230 +724%
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$67K -$27.4K -555 -29%
Canada Life
156
Canada Life
Manitoba, Canada
$61K – – –
QT
157
Quantbot Technologies
New York
$50K +$50K +1,009 New
Fidelity Investments
158
Fidelity Investments
Massachusetts
$44K – – –
PCG
159
Private Capital Group
Connecticut
$44K – – –
Acadian Asset Management
160
Acadian Asset Management
Massachusetts
$38K – – –
HIA
161
Harbor Investment Advisory
Maryland
$37K +$18.7K +375 +102%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$36K +$2.97K +60 +9%
UFF
163
USA Financial Formulas
Michigan
$35K +$35K +713 New
FC
164
FORA Capital
Florida
$33K +$33K +672 New
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$32K +$32K +650 New
HNB
166
Huntington National Bank
Ohio
$16K -$348 -7 -2%
NNP
167
Nachman Norwood & Parrott
South Carolina
$11K +$11K +213 New
DAM
168
Delta Asset Management
Tennessee
$10K – – –
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
PMFA
170
Plante Moran Financial Advisors
Michigan
$6K – – –
FHC
171
First Horizon Corporation
Tennessee
$5K +$5K +117 New
CTC
172
Central Trust Company
Missouri
$3K -$1.5K -30 -33%
IA
173
IFP Advisors
Florida
$3K -$273 -4 -8%
SFS
174
Sowell Financial Services
Arkansas
$3K – – –
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
4 5 6
7
8