Hovnanian Enterprises
HOV
149 hedge funds and large institutions have $334M invested in Hovnanian Enterprises in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 34 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 45
2.52% less ownership
Funds ownership: 63.87% → 61.35% (-2.5%)
8% less funds holding
Funds holding: 162 → 149 (-13)
27% less capital invested
Capital invested by funds: $456M → $334M (-$122M)
35% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 34
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
+$3.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.26M |
| 3 |
FCM
Forager Capital Management
Birmingham,
Alabama
|
+$1.64M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$1.58M |
| 5 |
SCP
Steamboat Capital Partners
Rye,
New York
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$17.6M |
| 2 |
State Street
Boston,
Massachusetts
|
-$5.81M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$3.66M |
| 4 |
Goldman Sachs
New York
|
-$3.18M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
176
Synergy Asset Management
Vancouver,
Washington
| – | -$1.02K | -5 | Closed |
|
|
CPG
177
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$565 | -4 | Closed |
|
|
FHA
178
First Horizon Advisors
Memphis,
Tennessee
| – | -$535 | -4 | Closed |
|
|
LC
179
Lindbrook Capital
Calabasas,
California
| – | -$401 | -3 | Closed |
|
180
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$401 | -3 | Closed |
|
|
CAM
181
Creekmur Asset Management
Morton,
Illinois
| – | -$134 | -1 | Closed |
|
|
IA
182
IFP Advisors
Tampa,
Florida
| – | -$134 | -1 | Closed |
|
|
SS
183
Sunbelt Securities
Houston,
Texas
| – | -$134 | -1 | Closed |
|
HOV Hedge Fund Activity: Q1 2025 in Review
149 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Hovnanian Enterprises (HOV) for Q1 2025, worth a combined $334M — down 27% from $456M a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of HOV and 22 opened new positions — a net loss of 12 holders — while 45 trimmed existing stakes and 52 added.
The largest buyer was Woodson Capital Management, adding an estimated $3.6M. The largest seller was Intrinsic Edge Capital Management, exiting entirely with an estimated $17.6M sold.
- 149 institutional investors held Hovnanian Enterprises (HOV) as of Q1 2025, down from 162 in Q4 2024.
- Funds reported $334M of Hovnanian Enterprises stock for Q1 2025, down 27% quarter-over-quarter.
- 22 funds opened new Hovnanian Enterprises positions in Q1 2025 and 34 closed out, a net change of -12 holders.
- The largest Hovnanian Enterprises buyer in Q1 2025 was Woodson Capital Management, an estimated $3.6M added.
- The largest Hovnanian Enterprises seller in Q1 2025 was Intrinsic Edge Capital Management, an estimated $17.6M sold.
Based on aggregated 13F filings for Q1 2025.