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Marriott Vacations Worldwide

351 hedge funds and large institutions have $2.61B invested in Marriott Vacations Worldwide in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 92 increasing their positions, 121 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more call options, than puts

Call options by funds: $134M | Put options by funds: $33.8M

0.05% more ownership

Funds ownership: 85.01%85.06% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

3% less funds holding

Funds holding: 363351 (-12)

19% less capital invested

Capital invested by funds: $3.22B → $2.61B (-$612M)

24% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 121

Holders
351
Holders Change
-12
Holders Change %
-3.31%
% of All Funds
5.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
42
Increased
92
Reduced
121
Closed
45
Calls
$134M
Puts
$33.8M
Net Calls
+$100M
Net Calls Change
+$50.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$283M -$2.34M -24,692 -0.8%
BlackRock
2
BlackRock
New York
$280M +$6.64M +70,004 +2%
IC
3
Impactive Capital
New York
$227M +$138M +1,454,982 +127%
SM
4
Senvest Management
New York
$171M +$4.08M +42,994 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$140M +$19.7M +207,938 +15%
Principal Financial Group
6
Principal Financial Group
Iowa
$106M -$2.28M -24,027 -2%
State Street
7
State Street
Massachusetts
$90M +$508K +5,351 +0.5%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$81.6M +$10.5M +110,600 +13%
Victory Capital Management
9
Victory Capital Management
Texas
$66.7M +$12.2M +129,131 +20%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$65.4M +$387K +4,075 +0.5%
VBA
11
Van Berkom & Associates
Quebec, Canada
$63.1M +$11M +115,993 +19%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$62M +$21.3M +224,396 +46%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$61M +$66.3M +698,640 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$48.2M +$864K +9,111 +2%
JP Morgan Chase
15
JP Morgan Chase
New York
$46.9M -$6.55M -69,079 -11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$43.3M +$312K +3,284 +0.7%
LSV Asset Management
17
LSV Asset Management
Illinois
$36M -$3.1M -32,640 -7%
Norges Bank
18
Norges Bank
Norway
$34M -$5.22M -55,018 -12%
CAM
19
Close Asset Management
United Kingdom
$30.2M +$9.83M +103,610 +43%
NSCM
20
New South Capital Management
Tennessee
$29.8M -$51.7K -545 -0.2%
AQR Capital Management
21
AQR Capital Management
Connecticut
$29.8M +$21.6M +227,465 +178%
Charles Schwab
22
Charles Schwab
California
$28.6M +$138K +1,453 +0.4%
Bank of America
23
Bank of America
North Carolina
$27.4M +$5.29M +55,742 +22%
BAM
24
Burgundy Asset Management
Ontario, Canada
$22.8M -$79.2M -835,026 -76%
Northern Trust
25
Northern Trust
Illinois
$22.7M +$1.35M +14,191 +6%

VAC Hedge Fund Activity: Q2 2024 in Review

351 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Marriott Vacations Worldwide (VAC) for Q2 2024, worth a combined $2.61B — down 19% from $3.22B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of VAC and 42 opened new positions — a net loss of 3 holders — while 121 trimmed existing stakes and 92 added.

The largest buyer was Impactive Capital, adding an estimated $138M. The largest seller was Burgundy Asset Management, cutting an estimated $79.2M.

  • 351 institutional investors held Marriott Vacations Worldwide (VAC) as of Q2 2024, down from 363 in Q1 2024.
  • Funds reported $2.61B of Marriott Vacations Worldwide stock for Q2 2024, down 19% quarter-over-quarter.
  • 42 funds opened new Marriott Vacations Worldwide positions in Q2 2024 and 45 closed out, a net change of -3 holders.
  • The largest Marriott Vacations Worldwide buyer in Q2 2024 was Impactive Capital, an estimated $138M added.
  • The largest Marriott Vacations Worldwide seller in Q2 2024 was Burgundy Asset Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q2 2024.