We are live on ! Find out more
DFH icon

Dream Finders Homes
DFH

183 hedge funds and large institutions have $824M invested in Dream Finders Homes in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

69% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $2.66M

69% more capital invested

Capital invested by funds: $487M → $824M (+$337M)

33% more funds holding

Funds holding: 138 → 183 (+45)

27% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 45

3.78% more ownership

Funds ownership: 66.74% → 70.53% (+3.8%)

Holders
183
Holders Change
+45
Holders Change %
+32.61%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
60
Increased
57
Reduced
45
Closed
14
Calls
$4.51M
Puts
$2.66M
Net Calls
+$1.85M
Net Calls Change
+$4.41M

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
+$9.33M
2
N
Nuveen
North Carolina
+$9.1M
3
Morgan Stanley
Morgan Stanley
New York
+$5.88M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.82M
5
GLA
Great Lakes Advisors
Illinois
+$4.78M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$18M
2
ACP
Arcus Capital Partners
Georgia
-$15.6M
3
HRCM
Hood River Capital Management
Florida
-$5.7M
4
Bank of America
Bank of America
North Carolina
-$4.22M
5
Invesco
Invesco
Georgia
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$187M -$18M -723,782 -12%
ACP
2
Arcus Capital Partners
Georgia
$80.7M -$15.6M -625,107 -22%
Vanguard Group
3
Vanguard Group
Pennsylvania
$73.5M +$1.27M +50,994 +3%
BlackRock
4
BlackRock
New York
$69M +$4.13M +166,003 +9%
CB
5
Cooke & Bieler
Pennsylvania
$47M -$1.82M -73,198 -5%
State Street
6
State Street
Massachusetts
$24.4M +$1.8M +72,545 +12%
FAM
7
Fenimore Asset Management
New York
$21M -$52.8K -2,122 -0.4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$17.7M +$604K +24,273 +5%
N
9
Nuveen
North Carolina
$16.5M +$9.1M +365,870 +377%
HRCM
10
Hood River Capital Management
Florida
$14.8M -$5.7M -228,941 -35%
Federated Hermes
11
Federated Hermes
Pennsylvania
$13.3M +$9.33M +375,000 New
WA
12
Wasatch Advisors
Utah
$12M +$640K +25,724 +8%
Wells Fargo
13
Wells Fargo
California
$10.5M -$141K -5,677 -2%
Morgan Stanley
14
Morgan Stanley
New York
$10.2M +$5.88M +236,563 +478%
American Century Companies
15
American Century Companies
Missouri
$9.29M +$1.88M +75,646 +41%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$8.97M +$5.82M +234,125 +1,278%
Goldman Sachs
17
Goldman Sachs
New York
$7.92M +$3.93M +157,807 +242%
Northern Trust
18
Northern Trust
Illinois
$7.34M -$7.64K -307 -0.1%
Renaissance Technologies
19
Renaissance Technologies
New York
$7.07M -$1.07M -42,900 -18%
Charles Schwab
20
Charles Schwab
California
$6.93M +$420K +16,902 +9%
GLA
21
Great Lakes Advisors
Illinois
$6.83M +$4.78M +192,129 New
AI
22
Axiom Investors
Connecticut
$6.72M +$4.7M +189,084 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$6.67M +$725K +29,159 +18%
Invesco
24
Invesco
Georgia
$6.57M -$3.18M -127,878 -41%
Millennium Management
25
Millennium Management
New York
$6.26M +$3.02M +121,293 +221%
1
2 3 4 5

DFH Hedge Fund Activity: Q4 2023 in Review

183 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q4 2023, worth a combined $824M — up 69% from $487M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DFH positions and 14 closed out — a net gain of 46 holders — while 57 added to existing stakes and 45 trimmed.

The largest buyer was Federated Hermes, opening a new position worth an estimated $9.33M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $18M.

  • 183 institutional investors held Dream Finders Homes (DFH) as of Q4 2023, up from 138 in Q3 2023.
  • Funds reported $824M of Dream Finders Homes stock for Q4 2023, up 69% quarter-over-quarter.
  • 60 funds opened new Dream Finders Homes positions in Q4 2023 and 14 closed out, a net change of +46 holders.
  • The largest Dream Finders Homes buyer in Q4 2023 was Federated Hermes, an estimated $9.33M added.
  • The largest Dream Finders Homes seller in Q4 2023 was Kayne Anderson Rudnick Investment Management, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2023.