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Invitation Homes
INVH

Overview Fund Activity

516 hedge funds and large institutions have $21.7B invested in Invitation Homes in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 193 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
+34
Holders Change %
+7.05%
% of All Funds
7.56%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
81
Increased
193
Reduced
177
Closed
40
Calls
$44.2M
Puts
$21.6M
Net Calls
+$22.6M
Net Calls Change
+$8.86M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$375M
2
Boston Partners
Boston Partners
Massachusetts
+$105M
3
Goldman Sachs
Goldman Sachs
New York
+$76.5M
4
Cohen & Steers
Cohen & Steers
New York
+$34.4M
5
State Street
State Street
Massachusetts
+$31.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$429M
2
ESCM
Echo Street Capital Management
New York
-$82.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$71.9M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$51.5M
5
DCP
D1 Capital Partners
New York
-$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
UOTTAIMCU
351
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$348K +$348K +10,191 New
IIM
352
INTECH Investment Management
Florida
$346K +$346K +10,152 New
MBT
353
Montecito Bank & Trust
California
$345K -$63.1K -1,850 -15%
CG
354
Caprock Group
Idaho
$343K -$96.4K -2,802 -22%
SRAM
355
Spouting Rock Asset Management
Pennsylvania
$333K – – –
CWM
356
Calamos Wealth Management
Illinois
$331K -$8.19K -240 -2%
SFA
357
Sequoia Financial Advisors
Ohio
$330K +$330K +9,685 New
GFG
358
Greystone Financial Group
Michigan
$322K +$4.47K +131 +1%
HighTower Advisors
359
HighTower Advisors
Illinois
$316K +$316K +9,307 New
CA
360
Commerzbank Aktiengesellschaft
Germany
$311K +$311K +9,110 New
FMLI
361
Fukoku Mutual Life Insurance
Japan
$311K +$33.2K +973 +12%
APWM
362
Argonautica Private Wealth Management
Massachusetts
$310K – – –
OWP
363
Obermeyer Wealth Partners
Colorado
$306K – – –
WC
364
Wexford Capital
Florida
$303K -$783K -22,961 -72%
Janney Montgomery Scott
365
Janney Montgomery Scott
Pennsylvania
$283K -$750 -22 -0.3%
AAIM
366
American Assets Investment Management
California
$279K -$22.1K -648 -7%
HI
367
Horizon Investments
North Carolina
$278K +$1.54K +45 +0.6%
NIM
368
NEOS Investment Management
Connecticut
$277K +$277K +8,130 New
Balyasny Asset Management
369
Balyasny Asset Management
Illinois
$266K +$266K +7,785 New
CCIA
370
Campbell & Co Investment Adviser
Maryland
$265K +$265K +7,781 New
Commonwealth Equity Services
371
Commonwealth Equity Services
Massachusetts
$260K +$260K +7,631 New
MCM
372
Morton Capital Management
California
$260K +$1.81K +53 +0.7%
WA
373
Wealth Alliance
New York
$252K +$20.8K +610 +9%
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$252K +$27.5K +808 +12%
Wealth Enhancement Advisory Services
375
Wealth Enhancement Advisory Services
Minnesota
$252K +$11.7K +342 +5%
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