Lennar Class B
LEN.B
216 hedge funds and large institutions have $684M invested in Lennar Class B in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 20 closing their positions.
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
17% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 58
3% more funds holding
Funds holding: 210 → 216 (+6)
2% more capital invested
Capital invested by funds: $670M → $684M (+$13.9M)
0.44% more ownership
Funds ownership: 32.82% → 33.26% (+0.44%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$18.4M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
+$12.3M |
| 3 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$5.21M |
| 4 |
JG
Jefferies Group
New York
|
+$4.39M |
| 5 |
GCIA
Gabelli & Co Investment Advisers
Rye,
New York
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$33.6M |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$14.9M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$3.95M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
-$3.54M |
| 5 |
Millennium Management
New York
|
-$3.42M |
LEN.B Hedge Fund Activity: Q3 2022 in Review
216 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q3 2022, worth a combined $684M — up 2.1% from $670M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new LEN.B positions and 20 closed out — a net gain of 7 holders — while 68 added to existing stakes and 58 trimmed.
The largest buyer was Norges Bank, adding an estimated $18.4M. The largest seller was Barclays, cutting an estimated $33.6M.
- 216 institutional investors held Lennar Class B (LEN.B) as of Q3 2022, up from 210 in Q2 2022.
- Funds reported $684M of Lennar Class B stock for Q3 2022, up 2.1% quarter-over-quarter.
- 27 funds opened new Lennar Class B positions in Q3 2022 and 20 closed out, a net change of +7 holders.
- The largest Lennar Class B buyer in Q3 2022 was Norges Bank, an estimated $18.4M added.
- The largest Lennar Class B seller in Q3 2022 was Barclays, an estimated $33.6M sold.
Based on aggregated 13F filings for Q3 2022.