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Hovnanian Enterprises

112 hedge funds and large institutions have $220M invested in Hovnanian Enterprises in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

0.09% less ownership

Funds ownership: 1.93%1.83% (-0.09%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 114112 (-2)

32% less capital invested

Capital invested by funds: $325M → $220M (-$104M)

45% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $18.9M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
43
Reduced
33
Closed
11
Calls
$10.4M
Puts
$18.9M
Net Calls
-$8.5M
Net Calls Change
+$8.77M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
101
WealthTrust Fairport
Ohio
$11K +$12.7K +120 New
BlackRock
102
BlackRock
New York
$9K
HCM
103
Highlander Capital Management
New Jersey
$5.14K
WA
104
WFG Advisors
Texas
$4K -$2.11K -20 -29%
BAM
105
Brave Asset Management
New Jersey
$4K
PSUF
106
People's United Financial
Connecticut
$4K
US Bancorp
107
US Bancorp
Minnesota
$3K +$2.43K +23 +144%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$1K -$10.6K -100 -86%
MFS
109
MSI Financial Services
Massachusetts
$1K
MWP
110
MYCIO Wealth Partners
Pennsylvania
$1K
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$285 +$7.6K +72 +2%
CCP
112
Clough Capital Partners
Massachusetts
-$2.47M -19,178 Closed
PM
113
Parametrica Management
Hong Kong
-$363K -2,816 Closed
CSS
114
Cubist Systematic Strategies
Connecticut
-$247K -1,918 Closed
DDC
115
DF Dent & Co
Maryland
-$232K -1,800 Closed
ST
116
Spot Trading
Illinois
-$171K -1,617 Closed
ID
117
Integral Derivatives
New York
-$170K -1,610 Closed
Credit Agricole
118
Credit Agricole
France
-$133K -1,033 Closed
GI
119
GAMCO Investors
Connecticut
-$62K -480 Closed
PA
120
Profund Advisors
Maryland
-$54K -422 Closed
VFA
121
Virtus Fund Advisers
Connecticut
-$51K -398 Closed
NES
122
New England Securities
New York
-$844 -8 -67%

HOV Hedge Fund Activity: Q3 2014 in Review

112 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Hovnanian Enterprises (HOV) for Q3 2014, worth a combined $220M — down 32% from $325M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HOV and 10 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 43 added.

The largest buyer was Citadel Advisors, adding an estimated $2.87M. The largest seller was BlackRock Fund Advisors, cutting an estimated $7.73M.

  • 112 institutional investors held Hovnanian Enterprises (HOV) as of Q3 2014, down from 114 in Q2 2014.
  • Funds reported $220M of Hovnanian Enterprises stock for Q3 2014, down 32% quarter-over-quarter.
  • 10 funds opened new Hovnanian Enterprises positions in Q3 2014 and 11 closed out, a net change of -1 holder.
  • The largest Hovnanian Enterprises buyer in Q3 2014 was Citadel Advisors, an estimated $2.87M added.
  • The largest Hovnanian Enterprises seller in Q3 2014 was BlackRock Fund Advisors, an estimated $7.73M sold.

Based on aggregated 13F filings for Q3 2014.