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Marriott Vacations Worldwide

370 hedge funds and large institutions have $5.47B invested in Marriott Vacations Worldwide in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 130 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $76.6M | Put options by funds: $31.3M

0.04% more ownership

Funds ownership: 81.43%81.47% (+0.04%)

1% less capital invested

Capital invested by funds: $5.51B → $5.47B (-$41.6M)

6% less funds holding

Funds holding: 392370 (-22)

22% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 130

33% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 52

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
370
Holders Change
-22
Holders Change %
-5.61%
% of All Funds
6.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
35
Increased
101
Reduced
130
Closed
52
Calls
$76.6M
Puts
$31.3M
Net Calls
+$45.4M
Net Calls Change
-$60.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$579M -$2.2M -14,524 -0.4%
BlackRock
2
BlackRock
New York
$541M -$33.2M -219,134 -6%
BAMCO Inc
3
BAMCO Inc
New York
$434M +$7.11M +46,921 +2%
Principal Financial Group
4
Principal Financial Group
Iowa
$263M +$13.4M +88,741 +6%
SM
5
Senvest Management
New York
$211M +$55.9M +368,936 +38%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$200M -$414K -2,735 -0.2%
JP Morgan Chase
7
JP Morgan Chase
New York
$167M +$99.9M +659,431 +163%
State Street
8
State Street
Massachusetts
$166M +$954K +6,295 +0.6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$152M +$13.7M +90,174 +10%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$138M -$3.16M -20,868 -2%
Invesco
11
Invesco
Georgia
$119M +$1.48M +9,767 +1%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$114M -$1.21M -7,955 -1%
TCG
13
Tremblant Capital Group
Florida
$111M +$26.2M +172,765 +32%
Citadel Advisors
14
Citadel Advisors
Florida
$104M -$46M -303,685 -32%
ZP
15
Zimmer Partners
New York
$91.7M +$88.3M +583,068 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$85.3M +$3.14M +20,748 +4%
VBA
17
Van Berkom & Associates
Quebec, Canada
$80.1M -$6.66M -43,961 -8%
TCM
18
TimesSquare Capital Management
New York
$79.5M +$53.2M +351,300 +228%
Macquarie Group
19
Macquarie Group
Australia
$77.9M +$1.02M +6,716 +1%
Victory Capital Management
20
Victory Capital Management
Texas
$73.3M +$3.49M +23,040 +5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$67.7M +$970K +6,400 +2%
Goldman Sachs
22
Goldman Sachs
New York
$62.5M +$22.4M +147,585 +59%
Norges Bank
23
Norges Bank
Norway
$59.3M -$239K -1,578 -0.4%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$58M +$6.98M +46,072 +14%
CCM
25
Channing Capital Management
Illinois
$55.2M +$6.02M +39,730 +13%

VAC Hedge Fund Activity: Q3 2021 in Review

370 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Marriott Vacations Worldwide (VAC) for Q3 2021, worth a combined $5.47B — down 0.76% from $5.51B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of VAC and 35 opened new positions — a net loss of 17 holders — while 130 trimmed existing stakes and 101 added.

The largest buyer was JP Morgan Chase, adding an estimated $99.9M. The largest seller was Melvin Capital Management, cutting an estimated $102M.

  • 370 institutional investors held Marriott Vacations Worldwide (VAC) as of Q3 2021, down from 392 in Q2 2021.
  • Funds reported $5.47B of Marriott Vacations Worldwide stock for Q3 2021, down 0.76% quarter-over-quarter.
  • 35 funds opened new Marriott Vacations Worldwide positions in Q3 2021 and 52 closed out, a net change of -17 holders.
  • The largest Marriott Vacations Worldwide buyer in Q3 2021 was JP Morgan Chase, an estimated $99.9M added.
  • The largest Marriott Vacations Worldwide seller in Q3 2021 was Melvin Capital Management, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2021.