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Malibu Boats
MBUU

Overview Fund Activity

168 hedge funds and large institutions have $756M invested in Malibu Boats in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
27
Increased
57
Reduced
56
Closed
25
Calls
$3.76M
Puts
$6.41M
Net Calls
-$2.65M
Net Calls Change
-$645K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$57.3M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$9.26M
3
LHC
Lodge Hill Capital
New York
$11.8M
4
MIM
Meros Investment Management
Texas
$4.12M
5
CIP
Chartwell Investment Partners
Pennsylvania
$3.13M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$849K
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.6M
4
American Century Companies
American Century Companies
Missouri
$20.3M
5
SC
Shellback Capital
Massachusetts
$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$65.5M -$1.78M -45,792 -3%
Capital World Investors
2
Capital World Investors
California
$63M -$1.01M -26,080 -2%
Pzena Investment Management
3
Pzena Investment Management
New York
$60.4M +$2.99M +77,015 +5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$57.3M +$34.8M +897,387 +155%
CB
5
Cooke & Bieler
Pennsylvania
$51.6M -$791K -20,390 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$46.8M -$1.4M -35,973 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$42.4M -$1.48M -38,217 -3%
Macquarie Group
8
Macquarie Group
Australia
$36.7M -$518K -13,356 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
9
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$27.7M +$2.48M +63,932 +10%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.6M -$8.12M -209,315 -25%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$22.4M +$1.7M +43,769 +8%
American Century Companies
12
American Century Companies
Missouri
$20.3M -$5.94M -153,082 -23%
State Street
13
State Street
Massachusetts
$17.9M -$73.8K -1,901 -0.4%
FWIA
14
Fort Washington Investment Advisors
Ohio
$13.2M -$278K -7,158 -2%
Fidelity International
15
Fidelity International
Bermuda
$13.2M – – –
LHC
16
Lodge Hill Capital
New York
$11.8M +$6.4M +165,000 +119%
Goldman Sachs
17
Goldman Sachs
New York
$9.93M +$2.86M +73,710 +40%
Bank of America
18
Bank of America
North Carolina
$9.73M +$2.44M +62,843 +33%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$9.26M +$8.58M +221,133 +1,268%
Morgan Stanley
20
Morgan Stanley
New York
$7.19M -$471K -12,125 -6%
Northern Trust
21
Northern Trust
Illinois
$7.11M -$123K -3,180 -2%
Charles Schwab
22
Charles Schwab
California
$7.1M -$235K -6,044 -3%
UBS Group
23
UBS Group
Switzerland
$6.23M +$86.3K +2,224 +1%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$5.28M +$399K +10,276 +8%
Ameriprise
25
Ameriprise
Minnesota
$4.75M +$27.7K +715 +0.6%
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