Assenagon Asset Management’s Hovnanian Enterprises HOV Stock Holding History

Assenagon Asset Management’s Portfolio HOV Stock Details HOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.91M	Buy	20,451 +5,777	+39%	+$660K	﹤0.01%	782
2026 Q1	$1.63M	Sell	14,674 -6,182	-30%	-$720K	﹤0.01%	809
2025 Q4	$2.03M	Sell	20,856 -360	-2%	-$42.5K	﹤0.01%	823
2025 Q3	$2.73M	Buy	21,216 +3,987	+23%	+$531K	﹤0.01%	765
2025 Q2	$1.8M	Sell	17,229 -23,194	-57%	-$2.27M	﹤0.01%	800
2025 Q1	$4.23M	Buy	40,423 +8,388	+26%	+$1.01M	0.01%	566
2024 Q4	$4.29M	Sell	32,035 -15,526	-33%	-$2.72M	0.01%	727
2024 Q3	$9.72M	Buy	47,561 +9,825	+26%	+$1.89M	0.02%	541
2024 Q2	$5.36M	Sell	37,736 -17,859	-32%	-$2.69M	0.01%	615
2024 Q1	$8.73M	Sell	55,595 -10,587	-16%	-$1.63M	0.02%	465
2023 Q4	$10.3M	Buy	66,182 +789	+1%	+$79.4K	0.03%	449
2023 Q3	$6.65M	Hold	65,393	–	–	0.02%	502
2023 Q2	$6.49M	Hold	65,393	–	–	0.02%	439
2023 Q1	$4.44M	Buy	65,393 +32,670	+100%	+$2M	0.02%	604
2022 Q4	$1.38M	Buy	32,723 +15,950	+95%	+$676K	0.01%	951
2022 Q3	$599K	Sell	16,773 -44,490	-73%	-$1.97M	﹤0.01%	1070
2022 Q2	$2.62M	Buy	61,263 +47,898	+358%	+$2.33M	0.01%	729
2022 Q1	$790K	Buy	13,365 +4,259	+47%	+$385K	﹤0.01%	1118
2021 Q4	$1.16M	Buy	+9,106	New	+$898K	﹤0.01%	985
2021 Q2	–	Sell	-7,405	Closed	-$783K	–	1289
2021 Q1	$783K	Buy	+7,405	New	+$482K	﹤0.01%	966
2020 Q4	–	Sell	-11,899	Closed	-$387K	–	1122
2020 Q3	$387K	Buy	+11,899	New	+$329K	﹤0.01%	995
2019 Q2	–	Sell	-61,000	Closed	-$669K	–	1061
2019 Q1	$669K	Buy	+61,000	New	+$991K	0.01%	770

Other funds holding HOV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Assenagon Asset Management's HOV Position: Q2 2026 in Review

Assenagon Asset Management increased its Hovnanian Enterprises (HOV) stake by 39% in Q2 2026, buying an estimated $660K and bringing the position to 20,451 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Assenagon Asset Management first reported a position in HOV in Q1 2019 and has held it in 22 quarters since. The position peaked at $10.3M in Q4 2023. 182 funds tracked by Wall St. Rank hold HOV as of Q2 2026.

Assenagon Asset Management held 20,451 shares of Hovnanian Enterprises worth $2.91M as of Q2 2026.
Assenagon Asset Management bought 5,777 Hovnanian Enterprises shares in Q2 2026, an estimated $660K.
Hovnanian Enterprises made up ﹤0.01% of Assenagon Asset Management's portfolio in Q2 2026, its #782 holding.
Assenagon Asset Management first reported a position in Hovnanian Enterprises in Q1 2019 and has held it in 22 quarters since.
Assenagon Asset Management's Hovnanian Enterprises position peaked at $10.3M in Q4 2023.
182 funds tracked by Wall St. Rank held Hovnanian Enterprises as of Q2 2026.

Based on Assenagon Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.