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Malibu Boats
MBUU

Overview Fund Activity

184 hedge funds and large institutions have $1.07B invested in Malibu Boats in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
76
Reduced
58
Closed
16
Calls
$4.8M
Puts
$2.37M
Net Calls
+$2.43M
Net Calls Change
+$1.33M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$74.8M
2
Morgan Stanley
Morgan Stanley
New York
$8.35M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$45.1M
4
American Century Companies
American Century Companies
Missouri
$81.6M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.54M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$2.8M
2
Goldman Sachs
Goldman Sachs
New York
$7.52M
3
PAIM
Punch & Associates Investment Management
Minnesota
$9.88M
4
SC
Shellback Capital
Massachusetts
$11.2M
5
TCM
TimesSquare Capital Management
New York
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$84.3M -$794K -14,068 -0.9%
Macquarie Group
2
Macquarie Group
Australia
$83M -$138K -2,443 -0.2%
American Century Companies
3
American Century Companies
Missouri
$81.6M +$2.18M +38,651 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$74.8M +$4.85M +85,996 +7%
Capital World Investors
5
Capital World Investors
California
$58.8M – – –
Fidelity International
6
Fidelity International
Bermuda
$45.7M -$66.3K -1,174 -0.1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$45.1M +$2.63M +46,506 +6%
CB
8
Cooke & Bieler
Pennsylvania
$32.7M -$2.18M -38,550 -6%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$32.5M +$272K +4,813 +0.8%
SAM
10
Southernsun Asset Management
Tennessee
$26.1M +$1.71M +30,207 +7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$24.6M +$515K +9,130 +2%
FWIA
12
Fort Washington Investment Advisors
Ohio
$24M +$1.41M +24,954 +6%
State Street
13
State Street
Massachusetts
$23.1M +$354K +6,276 +2%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.8M +$1.28M +22,650 +7%
Lazard Asset Management
15
Lazard Asset Management
New York
$18.3M -$1.8M -31,920 -9%
Renaissance Technologies
16
Renaissance Technologies
New York
$17.9M +$322K +5,700 +2%
CI Investments Inc
17
CI Investments Inc
Ontario, Canada
$15.4M -$1.95M -34,500 -11%
AI
18
Aperture Investors
New York
$15M -$1.15M -20,407 -7%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$14.4M -$666K -11,797 -4%
LCOV
20
London Company of Virginia
Virginia
$13.6M +$254K +4,506 +2%
Charles Schwab
21
Charles Schwab
California
$12.8M +$1.33M +23,634 +12%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$11.9M +$1.41M +25,005 +13%
EIP
23
Epoch Investment Partners
New York
$11.8M -$53.4K -946 -0.5%
Northern Trust
24
Northern Trust
Illinois
$11.4M +$148K +2,623 +1%
TCM
25
TimesSquare Capital Management
New York
$11.4M -$2.32M -41,125 -17%
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