MBUU icon

Malibu Boats
MBUU

Overview Fund Activity

139 hedge funds and large institutions have $617M invested in Malibu Boats in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+7
Holders Change %
+5.3%
% of All Funds
3.16%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
46
Reduced
55
Closed
19
Calls
$1.24M
Puts
$793K
Net Calls
+$444K
Net Calls Change
+$503K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$21M
2
HAM
Hillcrest Asset Management
Texas
+$10.3M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$6.93M
4
CB
Cooke & Bieler
Pennsylvania
+$5.85M
5
TAM
THB Asset Management
Connecticut
+$3.73M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$10.5M
2
AL
AJO LP
Pennsylvania
-$9.54M
3
SIM
Spark Investment Management
New York
-$7.76M
4
CAM
Cortina Asset Management
Wisconsin
-$6.42M
5
BlackRock
BlackRock
New York
-$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$55.2M -$4.87M -163,641 -8%
Lazard Asset Management
2
Lazard Asset Management
New York
$45.2M +$21M +707,932 +87%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$40.6M +$1.45M +48,715 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$33.1M -$582K -19,586 -2%
Macquarie Group
5
Macquarie Group
Australia
$31.1M -$2.49M -83,615 -7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$28.6M -$1.79M -60,322 -6%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$26.4M -$10.5M -351,683 -28%
ACH
8
ArrowMark Colorado Holdings
Colorado
$22.2M +$490K +16,479 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$20.1M +$3.06M +102,965 +18%
American Century Companies
10
American Century Companies
Missouri
$19.5M -$288K -9,692 -1%
CB
11
Cooke & Bieler
Pennsylvania
$16.7M +$5.85M +196,930 +54%
Renaissance Technologies
12
Renaissance Technologies
New York
$16.1M -$2.4M -80,696 -13%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$14.6M +$1.54M +51,729 +12%
PAIM
14
Punch & Associates Investment Management
Minnesota
$14.5M -$2.5M -84,040 -15%
HRCM
15
Hood River Capital Management
Florida
$13.4M +$973K +32,725 +8%
State Street
16
State Street
Massachusetts
$12.6M +$720K +24,227 +6%
DCM
17
Driehaus Capital Management
Illinois
$12.2M +$119K +4,011 +1%
HAM
18
Hillcrest Asset Management
Texas
$10.3M +$10.3M +330,420 New
TA
19
Teachers Advisors
New York
$8.61M +$3.5M +117,872 +69%
Northern Trust
20
Northern Trust
Illinois
$8.22M -$108K -3,628 -1%
Bank of America
21
Bank of America
North Carolina
$7.26M +$3.65M +122,751 +101%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$7.24M +$6.93M +233,070 +2,214%
Goldman Sachs
23
Goldman Sachs
New York
$6.29M +$63.1K +2,122 +1%
BA
24
Boston Advisors
Massachusetts
$5.91M -$258K -8,670 -4%
MCM
25
McKinley Capital Management
Alaska
$5.8M +$3.72K +125 +0.1%
1
2 3 4 5