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Marriott Vacations Worldwide

327 hedge funds and large institutions have $2.67B invested in Marriott Vacations Worldwide in 2018 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 110 increasing their positions, 96 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 96

0.35% more ownership

Funds ownership: 80.08%80.42% (+0.35%)

14% less funds holding

Funds holding: 381327 (-54)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

37% less capital invested

Capital invested by funds: $4.21B → $2.67B (-$1.55B)

50% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 103

89% less call options, than puts

Call options by funds: $40.1M | Put options by funds: $365M

Holders
327
Holders Change
-54
Holders Change %
-14.17%
% of All Funds
7.29%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
51
Increased
110
Reduced
96
Closed
103
Calls
$40.1M
Puts
$365M
Net Calls
-$325M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$333M +$3.31M +39,735 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$269M +$32.1M +385,218 +11%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$256M +$58.2M +698,126 +24%
BAMCO Inc
4
BAMCO Inc
New York
$229M +$12.7M +152,568 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$157M -$763K -9,154 -0.4%
SM
6
Senvest Management
New York
$147M +$118M +1,415,140 +211%
State Street
7
State Street
Massachusetts
$87.6M -$7.52M -90,298 -7%
VBA
8
Van Berkom & Associates
Quebec, Canada
$64.4M +$47.9M +575,232 +170%
Northern Trust
9
Northern Trust
Illinois
$63.2M -$2.1M -25,253 -3%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$58.2M -$4M -47,964 -5%
NCM
11
Nantahala Capital Management
Connecticut
$56M +$66.2M +794,096 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$47.5M -$1.03M -12,419 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$44.7M +$31.3M +375,446 +145%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$39.5M -$74.1M -889,500 -61%
Prudential Financial
15
Prudential Financial
New Jersey
$35.6M +$39.3M +471,846 +1,427%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$31.3M +$3.55M +42,628 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$28.7M +$7.55M +90,582 +29%
Charles Schwab
18
Charles Schwab
California
$28.3M +$1.78M +21,312 +6%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$27.7M +$11.1M +133,630 +52%
Norges Bank
20
Norges Bank
Norway
$27.1M -$954K -11,446 -3%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$25.8M -$24.5M -293,576 -44%
FCG
22
FrontFour Capital Group
Connecticut
$20.4M +$2.48M +29,718 +11%
WCA
23
Waratah Capital Advisors
Ontario, Canada
$19.9M +$23.5M +282,515 New
Marshall Wace
24
Marshall Wace
United Kingdom
$18.9M -$5.31M -63,709 -19%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$17.7M +$1.74M +20,866 +9%

VAC Hedge Fund Activity: Q4 2018 in Review

327 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Marriott Vacations Worldwide (VAC) for Q4 2018, worth a combined $2.67B — down 37% from $4.21B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of VAC and 51 opened new positions — a net loss of 52 holders — while 96 trimmed existing stakes and 110 added.

The largest buyer was Senvest Management, adding an estimated $118M. The largest seller was Fidelity Investments, cutting an estimated $74.1M.

  • 327 institutional investors held Marriott Vacations Worldwide (VAC) as of Q4 2018, down from 381 in Q3 2018.
  • Funds reported $2.67B of Marriott Vacations Worldwide stock for Q4 2018, down 37% quarter-over-quarter.
  • 51 funds opened new Marriott Vacations Worldwide positions in Q4 2018 and 103 closed out, a net change of -52 holders.
  • The largest Marriott Vacations Worldwide buyer in Q4 2018 was Senvest Management, an estimated $118M added.
  • The largest Marriott Vacations Worldwide seller in Q4 2018 was Fidelity Investments, an estimated $74.1M sold.

Based on aggregated 13F filings for Q4 2018.