Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Marinemax Inc (HZO)

166 + Investors. Track Smart Money conviction in HZO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — HZO

Based on 167 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HZO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
167 hedge funds hold HZO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

86 buying79 selling
Last quarter: 86 funds bought or added vs 79 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new HZO position: 26 → 26 → 17 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 17% new
108 out of 167 hedge funds have held HZO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

21 → 26 → 26 → 17 → 25 new funds/Q
New funds entering each quarter: 26 → 26 → 17 → 25. HZO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 172 holders: 119 (69%) are 2+ year veterans, 17 entered 1–2 years ago, and 36 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
38 of 167 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in HZO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HZO

In 2026 Q1, 86 hedge funds were net buyers of HZO (25 opened a new position, 61 added to an existing one), while 79 reduced or exited (56 trimmed, 23 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 41% of total institutional value in HZO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 167.

Hedge Fund Ownership: HZO

How many hedge funds hold HZO — quarterly history vs. share price
Quarterly hedge fund ownership of HZO vs. share price

Market Analysis: HZO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HZO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Marinemax Inc (HZO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HZO has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
HZO
+22.5%
XLY
+8.9%

HZO outperformed XLY by +13.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
HZO
+0.4%
XLY
+1.9%

Since the filing became public, HZO outperformed XLY by -1.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: HZO
166 + Investors

Track Smart Money conviction in HZO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 166 165 0.61%
13F Shares 19M 21M -6.48%
Total Value $520M $500M 4.02%
New Positions 24 17 +7
Increased Positions 59 59 -
Closed Positions 23 22 +1
Reduced Positions 55 62 -7
Total Calls 2 3 -33.33%
Total Puts 3 3 -
PUT/CALL Ratio 1.5 1.0 Bearish

Statistics: HZO

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Enterprise Value/EBITDA --
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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

166 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HZO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HZO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Simcoe Capital LLC 4.23% 170,356 $4.6M
2 CM Management, LLC 2.49% 110,000 $3.0M
3 Gagnon Advisors, LLC 1.94% 97,242 $2.6M
4 Soviero Asset Management, LP 1.69% 125,160 $3.4M
5 Gagnon Securities LLC 1.38% 220,610 $6.0M
6 Levin Capital Strategies, L.P. 1.24% 606,469 $16.4M
7 Lawson Kroeker Investment Management Inc/Ne 1.02% 129,762 $3.5M
8 Annis Gardner Whiting Capital Advisors, LLC 0.78% 180,021 $4.9M
9 Shellback Capital, LP 0.63% 162,758 $4.4M
10 Prescott Group Capital Management, L.L.C. 0.60% 222,490 $6.0M
11 Shay Capital LLC 0.58% 256,523 $6.9M
12 De Lisle Partners LLP 0.55% 168,300 $4.6M
13 CenterBook Partners LP 0.52% 360,976 $9.8M
14 Intrinsic Edge Capital Management LLC 0.45% 99,510 $2.7M
15 SummerHaven Investment Management, LLC 0.44% 26,393 $714K
16 Boothbay Fund Management, LLC 0.30% 859,493 $23.3M
17 Round Rock Advisors LLC 0.26% 62,509 $1.7M
18 Bristlecone Value Partners, LLC 0.25% 10,500 $284K
19 SWS Partners 0.20% 29,217 $791K
20 Divisadero Street Capital Management, LP 0.19% 163,646 $4.4M
21 Concentric Capital Strategies, LP 0.17% 75,910 $2.1M
22 Investors Portfolio Services LLC 0.15% 6,072 $164K
23 Ameliora Wealth Management Ltd. 0.15% 17,600 $476K
24 RBF Capital, LLC 0.15% 106,830 $2.9M
25 Interval Partners, LP 0.15% 211,415 $5.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Marinemax Inc (HZO)

What does the Smart Money Trend signal show for HZO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HZO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HZO?

Slight buying edge — 52% buying: Last quarter: 86 funds bought or added vs 79 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HZO holders?

Elite ownership — 41% AUM from top-100 funds: 38 of 167 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in HZO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HZO?

65% of holders stayed for 2+ years: 108 out of 167 hedge funds have held HZO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Marinemax Inc (HZO) following the 2026 Q1 hedge fund 13F filings?

As of today, HZO has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.9% for the XLY sector ETF — an outperformance of -1.5%. Since the quarter end (March 31, 2026), HZO has gained +22.5% vs +8.9% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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