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Malibu Boats
MBUU

Overview Fund Activity

190 hedge funds and large institutions have $988M invested in Malibu Boats in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-7
Holders Change %
-3.55%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
91
Reduced
51
Closed
26
Calls
$2.27M
Puts
$6.01M
Net Calls
-$3.74M
Net Calls Change
+$800K

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$30.8M
2
EIP
Epoch Investment Partners
New York
$9.94M
3
AI
Aperture Investors
New York
$20.5M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$7.07M
5
American Century Companies
American Century Companies
Missouri
$76.2M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$29.7M
2
AllianceBernstein
AllianceBernstein
Tennessee
$3.03M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
PAM
Panagora Asset Management
Massachusetts
$0
5
RA
Royce & Associates
New York
$7.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$94.7M +$902K +15,550 +1%
American Century Companies
2
American Century Companies
Missouri
$76.2M +$3.69M +63,629 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$63.6M -$86.1K -1,485 -0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$38.7M +$51.3K +885 +0.1%
CB
5
Cooke & Bieler
Pennsylvania
$36.7M +$1.76M +30,280 +5%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$34.4M -$657K -11,328 -2%
Lazard Asset Management
7
Lazard Asset Management
New York
$31.4M -$1.48M -25,565 -5%
Fidelity International
8
Fidelity International
Bermuda
$30.8M +$21.9M +376,888 +244%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$29.7M -$25.3M -435,679 -46%
SAM
10
Southernsun Asset Management
Tennessee
$25.2M -$631K -10,880 -2%
State Street
11
State Street
Massachusetts
$23.9M +$526K +9,066 +2%
CI Investments Inc
12
CI Investments Inc
Ontario, Canada
$22.9M +$1.46M +25,200 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$22.4M +$1.47M +25,426 +7%
FWIA
14
Fort Washington Investment Advisors
Ohio
$21.4M +$3.56M +61,365 +20%
AI
15
Aperture Investors
New York
$20.5M +$4.91M +84,594 +32%
ACM
16
Ararat Capital Management
Connecticut
$20.2M +$1.45M +24,936 +8%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$19.3M +$574K +9,899 +3%
TCM
18
TimesSquare Capital Management
New York
$19.2M +$110K +1,900 +0.6%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.1M +$1.16M +19,912 +7%
SC
20
Shellback Capital
Massachusetts
$16.7M -$1.89M -32,547 -10%
Renaissance Technologies
21
Renaissance Technologies
New York
$16.3M -$1M -17,300 -6%
Bank of America
22
Bank of America
North Carolina
$14.7M +$2.44M +42,133 +20%
LCOV
23
London Company of Virginia
Virginia
$14.3M +$1.13M +19,453 +9%
PAIM
24
Punch & Associates Investment Management
Minnesota
$13.8M +$304K +5,235 +2%
Northern Trust
25
Northern Trust
Illinois
$12.2M -$545K -9,394 -4%
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