Among active 13F managers last quarter, 11 opened and 18 added, while 19 reduced; the largest holder to move was American Century Companies Inc (−2.1%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
159 tracked 13F filers disclose a position in HZO as of the latest SEC 13F filings, a combined $589.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.2M | $116.4M | ▲+4.1% Added · +124K sh | Q2 2026 | |
| 2 | American Century Companies Inc | 2.1M | $57.4M | ▼−2.1% Reduced · −45K sh | Q1 2026 | |
| 3 | Dimensional Fund Advisors LP | 967K | $26.2M | ▼−7.5% Reduced · −78K sh | Q1 2026 | |
| 4 | State Street Corp | 958K | $35.1M | ▲+2.6% Added · +25K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 873K | $32.0M | ▲+2.1% Added · +18K sh | Q2 2026 | |
| 6 | Charles Schwab Investment Management Inc | 575K | $15.6M | ▼−3.0% Reduced · −18K sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 508K | $18.6M | ▲+6.9% Added · +33K sh | Q2 2026 | |
| 8 | Vanguard Portfolio Management LLC | 503K | $18.4M | ▲+5.5% Added · +26K sh | Q2 2026 | |
| 9 | Divisadero Street Capital Management, LP | 456K | $16.7M | ▲+179% Added · +292K sh | Q2 2026 | |
| 10 | Levin Capital Strategies, L.P. | 428K | $15.7M | ▼−29% Reduced · −178K sh | Q2 2026 | |
| 11 | Goldman Sachs Group Inc | 387K | $10.5M | ▼−11% Reduced · −47K sh | Q1 2026 | |
| 12 | First Eagle Investment Management, LLC | 378K | $13.9M | ▲+13% Added · +42K sh | Q2 2026 | |
| 13 | Boothbay Fund Management, LLC | 373K | $13.6M | ▼−57% Reduced · −487K sh | Q2 2026 | |
| 14 | Portolan Capital Management, LLC | 344K | $12.6M | ▲Added Added · +344K sh | Q2 2026 | |
| 15 | JPMorgan Chase & Co | 255K | $6.6M | ▲30× Added · +246K sh | Q1 2026 | |
| 16 | Shay Capital LLC | 235K | $8.6M | ▼−8.3% Reduced · −21K sh | Q2 2026 | |
| 17 | Prescott Group Capital Management, L.L.C. | 222K | $8.1M | —Held | Q2 2026 | |
| 18 | Simcoe Capital LLC | 221K | $8.1M | ▲+30% Added · +51K sh | Q2 2026 | |
| 19 | Morgan Stanley | 218K | $5.9M | ▼−51% Reduced · −226K sh | Q1 2026 | |
| 20 | Gagnon Securities LLC | 211K | $7.7M | ▼−4.1% Reduced · −9K sh | Q2 2026 | |
| 21 | Interval Partners, LP | 211K | $7.7M | —Held | Q2 2026 | |
| 22 | Northern Trust Corp | 190K | $5.1M | ▲+6.1% Added · +11K sh | Q1 2026 | |
| 23 | Annis Gardner Whiting Capital Advisors, LLC | 180K | $6.6M | —Held | Q2 2026 | |
| 24 | De Lisle Partners LLP | 168K | $6.2M | —Held | Q2 2026 | |
| 25 | Bridgeway Capital Management, LLC | 168K | $6.2M | ▲+5.0% Added · +8K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 11 funds opened a new position in HZO and 18 added to an existing one, while 19 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 79 funds | $118.1B |
| Microsoft CorpMSFT | 76 funds | $155.5B |
| Meta Platforms Inc-Class AMETA | 75 funds | $69.3B |
| Nvidia CorpNVDA | 74 funds | $250.7B |
| Alphabet Inc-CL AGOOGL | 74 funds | $102.3B |
| Apple IncAAPL | 72 funds | $174.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 71 funds | $22.1B |
| Tesla IncTSLA | 70 funds | $42.5B |
| Broadcom IncAVGO | 69 funds | $102.3B |
| Eli Lilly & CoLLY | 69 funds | $54.6B |
| Visa Inc-Class A SharesV | 69 funds | $38.3B |
| Oracle CorpORCL | 69 funds | $15.6B |
Ranked by how many of HZO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HZO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 25, 2025 | McGill W Brett | CEO & President, Director | Sell (S) 2 lots, same day | 60K | $1.7M |
| Mar 11, 2025 | Biumi Bonnie | Director | Buy (P) | 1K | $23K |
| Feb 24, 2025 | Biumi Bonnie | Director | Buy (P) | 1K | $27K |
| Jan 27, 2025 | Cassella Anthony E. Jr. | EVP of Finance & CAO | Sell (S) | 4K | $124K |
| Jan 27, 2025 | Moore Clint | Director | Sell (S) | 4K | $126K |
| Nov 7, 2024 | Cashman Charles A | EVP & Chief Revenue Officer | Sell (S) | 13K | $401K |
| Sep 9, 2024 | Moore Clint | Director | Sell (S) | 3K | $75K |
| Aug 21, 2024 | Langbehn Kyle | EVP, President of Retail | Sell (S) | 10K | $308K |
| Jul 29, 2024 | Langbehn Kyle | EVP, President of Retail | Sell (S) | 10K | $372K |
| Mar 11, 2024 | Moore Clint | Director | Sell (S) | 4K | $124K |
| Feb 15, 2024 | Cassella Anthony E. Jr. | EVP of Finance & CAO | Sell (S) | 5K | $161K |
| Feb 2, 2024 | Cashman Charles A | Insider | Sell (S) | 8K | $223K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 40 | 32 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for HZO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HZO/capital-change-brief"
Use Arkolith's capital_change_brief for HZO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HZO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.