Hovnanian Enterprises
HOV
109 hedge funds and large institutions have $364M invested in Hovnanian Enterprises in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 9 closing their positions.
189% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 9
54% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 24
34% more capital invested
Capital invested by funds: $272M → $364M (+$91.5M)
18% more funds holding
Funds holding: 92 → 109 (+17)
0.66% more ownership
Funds ownership: 50.37% → 51.04% (+0.66%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$12M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$11.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$4.71M |
| 4 |
Morgan Stanley
New York
|
+$2.01M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFM
Anson Funds Management
Dallas,
Texas
|
-$16.7M |
| 2 |
SCP
Steamboat Capital Partners
Rye,
New York
|
-$13.7M |
| 3 |
LCG
Luxor Capital Group
New York
|
-$2.81M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$2M |
| 5 |
BFM
Boothbay Fund Management
New York
|
-$1.83M |
HOV Hedge Fund Activity: Q4 2021 in Review
109 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Hovnanian Enterprises (HOV) for Q4 2021, worth a combined $364M — up 34% from $272M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new HOV positions and 9 closed out — a net gain of 17 holders — while 37 added to existing stakes and 24 trimmed.
The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $12M. The largest seller was Anson Funds Management, cutting an estimated $16.7M.
- 109 institutional investors held Hovnanian Enterprises (HOV) as of Q4 2021, up from 92 in Q3 2021.
- Funds reported $364M of Hovnanian Enterprises stock for Q4 2021, up 34% quarter-over-quarter.
- 26 funds opened new Hovnanian Enterprises positions in Q4 2021 and 9 closed out, a net change of +17 holders.
- The largest Hovnanian Enterprises buyer in Q4 2021 was Philadelphia Financial Management of San Francisco, an estimated $12M added.
- The largest Hovnanian Enterprises seller in Q4 2021 was Anson Funds Management, an estimated $16.7M sold.
Based on aggregated 13F filings for Q4 2021.