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Dream Finders Homes

195 hedge funds and large institutions have $933M invested in Dream Finders Homes in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $2.53M

58% more capital invested

Capital invested by funds: $592M → $933M (+$341M)

40% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 30

8.24% more ownership

Funds ownership: 66.48%74.72% (+8.2%)

6% more funds holding

Funds holding: 184195 (+11)

2% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 62

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
195
Holders Change
+11
Holders Change %
+5.98%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
63
Reduced
62
Closed
30
Calls
$4.25M
Puts
$2.53M
Net Calls
+$1.72M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$196M +$21.4M +697,959 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$91.3M +$8.65M +281,636 +13%
BlackRock
3
BlackRock
New York
$83.3M +$4.66M +151,713 +7%
CB
4
Cooke & Bieler
Pennsylvania
$66.5M -$943K -30,708 -2%
ACP
5
Arcus Capital Partners
Georgia
$61.6M -$2.91M -94,749 -5%
State Street
6
State Street
Massachusetts
$42.1M -$2.6M -84,543 -7%
HRCM
7
Hood River Capital Management
Florida
$30M +$25.4M +828,368 New
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$25M +$20.4M +663,180 +2,502%
Bank of America
9
Bank of America
North Carolina
$24.3M +$19.4M +631,810 +1,573%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$22.5M +$1.2M +39,130 +7%
FAM
11
Fenimore Asset Management
New York
$20.3M +$2.15M +70,060 +14%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$19M +$3.21M +104,381 +25%
Renaissance Technologies
13
Renaissance Technologies
New York
$11.9M -$476K -15,500 -5%
Morgan Stanley
14
Morgan Stanley
New York
$11.6M +$3.72M +121,056 +60%
Wells Fargo
15
Wells Fargo
California
$10.6M -$329K -10,723 -4%
Northern Trust
16
Northern Trust
Illinois
$9.57M +$2.01M +65,406 +33%
WA
17
Wasatch Advisors
Utah
$8.71M -$1.46M -47,567 -17%
Charles Schwab
18
Charles Schwab
California
$8.21M +$321K +10,446 +5%
HAI
19
Hennessy Advisors Inc
California
$7.99M +$759K +24,700 +13%
DA
20
Denali Advisors
California
$7.9M +$2.39M +77,833 +55%
AI
21
Axiom Investors
Connecticut
$6.72M +$337K +10,985 +6%
Citadel Advisors
22
Citadel Advisors
Florida
$6.67M +$3.8M +123,688 +204%
GLA
23
Great Lakes Advisors
Illinois
$6.32M -$326K -10,605 -6%
DLP
24
De Lisle Partners
United Kingdom
$6.26M +$614K +20,000 +13%
Invesco
25
Invesco
Georgia
$5.92M +$3.58M +116,703 +250%

DFH Hedge Fund Activity: Q3 2024 in Review

195 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q3 2024, worth a combined $933M — up 58% from $592M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFH positions and 30 closed out — a net gain of 12 holders — while 63 added to existing stakes and 62 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $25.4M. The largest seller was Federated Hermes, exiting entirely with an estimated $9.01M sold.

  • 195 institutional investors held Dream Finders Homes (DFH) as of Q3 2024, up from 184 in Q2 2024.
  • Funds reported $933M of Dream Finders Homes stock for Q3 2024, up 58% quarter-over-quarter.
  • 42 funds opened new Dream Finders Homes positions in Q3 2024 and 30 closed out, a net change of +12 holders.
  • The largest Dream Finders Homes buyer in Q3 2024 was Hood River Capital Management, an estimated $25.4M added.
  • The largest Dream Finders Homes seller in Q3 2024 was Federated Hermes, an estimated $9.01M sold.

Based on aggregated 13F filings for Q3 2024.