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Lennar Class B
LEN.B

249 hedge funds and large institutions have $1.16B invested in Lennar Class B in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.02% less ownership

Funds ownership: 27.24% → 26.22% (-1%)

2% less funds holding

Funds holding: 254 → 249 (-5)

13% less capital invested

Capital invested by funds: $1.33B → $1.16B (-$173M)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

22% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 86

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
249
Holders Change
-5
Holders Change %
-1.97%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
20
Increased
67
Reduced
86
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.64M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
+$3.11M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.19M
4
YIH
Y-Intercept (HK)
Hong Kong
+$1.16M
5
CSS
Cubist Systematic Strategies
Connecticut
+$967K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$5.56M
2
GA
Greenhaven Associates
New York
-$4.92M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$4.68M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.62M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
26
Montgomery Investment Management
Maryland
$8.77M – – –
AACR
27
ACR Alpine Capital Research
Missouri
$8.63M +$36K +262 +0.4%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$8.63M +$268K +1,951 +3%
SEI Investments
29
SEI Investments
Pennsylvania
$8.19M +$240K +1,747 +3%
MCM
30
Maltese Capital Management
New York
$8.11M -$1.27M -9,258 -13%
State Street
31
State Street
Massachusetts
$7.48M -$1.43M -10,399 -16%
RDWM
32
Red Door Wealth Management
Tennessee
$7.24M +$418K +3,042 +6%
Northern Trust
33
Northern Trust
Illinois
$6.81M -$38.3K -279 -0.5%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$6.12M +$46.8K +341 +0.7%
GCIA
35
Gabelli & Co Investment Advisers
New York
$6M – – –
Handelsbanken Fonder
36
Handelsbanken Fonder
Sweden
$5.36M -$1.47M -10,688 -21%
Los Angeles Capital Management
37
Los Angeles Capital Management
California
$5.22M +$66.3K +483 +1%
First Manhattan
38
First Manhattan
New York
$5.04M -$162K -1,179 -3%
SOADOR
39
State of Alaska Department of Revenue
Alaska
$4.81M – – –
JP Morgan Chase
40
JP Morgan Chase
New York
$4.69M -$2.84M -20,703 -37%
MAA
41
Mraz Amerine & Associates
California
$4.21M -$96.5K -703 -2%
N
42
Nuveen
North Carolina
$4.14M -$72.1K -525 -2%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$3.97M -$157K -1,146 -4%
CCP
44
Carmel Capital Partners
California
$3.49M – – –
Bank of America
45
Bank of America
North Carolina
$3.37M -$2.94M -21,390 -46%
UIM
46
USS Investment Management
United Kingdom
$3.11M – – –
Voloridge Investment Management
47
Voloridge Investment Management
Florida
$3M +$3.11M +22,661 New
Capital World Investors
48
Capital World Investors
California
$2.95M – – –
CIC
49
Carnegie Investment Counsel
Ohio
$2.94M +$14.4K +105 +0.5%
Wells Fargo
50
Wells Fargo
California
$2.92M +$161K +1,173 +6%
1
2
3 4 5

LEN.B Hedge Fund Activity: Q2 2024 in Review

249 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q2 2024, worth a combined $1.16B — down 13% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of LEN.B and 20 opened new positions — a net loss of 3 holders — while 86 trimmed existing stakes and 67 added.

The largest buyer was Mercer Global Advisors, adding an estimated $3.64M. The largest seller was BlackRock, cutting an estimated $5.56M.

  • 249 institutional investors held Lennar Class B (LEN.B) as of Q2 2024, down from 254 in Q1 2024.
  • Funds reported $1.16B of Lennar Class B stock for Q2 2024, down 13% quarter-over-quarter.
  • 20 funds opened new Lennar Class B positions in Q2 2024 and 23 closed out, a net change of -3 holders.
  • The largest Lennar Class B buyer in Q2 2024 was Mercer Global Advisors, an estimated $3.64M added.
  • The largest Lennar Class B seller in Q2 2024 was BlackRock, an estimated $5.56M sold.

Based on aggregated 13F filings for Q2 2024.