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Lennar Class B

221 hedge funds and large institutions have $955M invested in Lennar Class B in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $839M → $955M (+$117M)

4.02% more ownership

Funds ownership: 33.23%37.25% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2% less funds holding

Funds holding: 226221 (-5)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

18% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 71

Holders
221
Holders Change
-5
Holders Change %
-2.21%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
24
Increased
58
Reduced
71
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
201
Farther Finance Advisors
California
$714
HIA
202
Harbor Investment Advisory
Maryland
$536
CFO
203
CVA Family Office
Colorado
$447
CFGS
204
Concourse Financial Group Securities
Alabama
$446
AWM
205
Atticus Wealth Management
Florida
$358
Fisher Asset Management
206
Fisher Asset Management
Washington
$357 +$318 +4 New
SIC
207
SJS Investment Consulting
Ohio
$268
DI
208
Disciplined Investments
Oklahoma
$179 -$80 -1 -33%
BWA
209
BDO Wealth Advisors
Florida
$179
LFG
210
Larson Financial Group
Missouri
$179
PB
211
Pinnacle Bancorp
Nebraska
$179
RWM
212
Ruedi Wealth Management
Illinois
$179
HNB
213
Huntington National Bank
Ohio
$178
EWA
214
EverSource Wealth Advisors
Alabama
$89 -$3.18K -40 -98%
ATC
215
Adirondack Trust Company
New York
$89
Canada Pension Plan Investment Board
216
Canada Pension Plan Investment Board
Ontario, Canada
$89
OC
217
Oakworth Capital
Alabama
$89
SWM
218
Sugarloaf Wealth Management
Georgia
$89
ECM
219
Evergreen Capital Management
Washington
-$6.63M -93,296 Closed
ESCM
220
Echo Street Capital Management
New York
-$5.92M -83,306 Closed
State of Wisconsin Investment Board
221
State of Wisconsin Investment Board
Wisconsin
-$4.78M -67,279 Closed
MCM
222
Marathon Capital Management
Maryland
-$3.7M -52,079 Closed
Balyasny Asset Management
223
Balyasny Asset Management
Illinois
-$3.38M -47,578 Closed
FFM
224
Forum Financial Management
Illinois
-$31.3K -34,914 Closed
HWM
225
Hohimer Wealth Management
Washington
-$2.21M -31,031 Closed

LEN.B Hedge Fund Activity: Q1 2023 in Review

221 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q1 2023, worth a combined $955M — up 14% from $839M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of LEN.B and 24 opened new positions — a net loss of 3 holders — while 71 trimmed existing stakes and 58 added.

The largest buyer was Envestnet Asset Management, adding an estimated $175M. The largest seller was Goldman Sachs, cutting an estimated $20M.

  • 221 institutional investors held Lennar Class B (LEN.B) as of Q1 2023, down from 226 in Q4 2022.
  • Funds reported $955M of Lennar Class B stock for Q1 2023, up 14% quarter-over-quarter.
  • 24 funds opened new Lennar Class B positions in Q1 2023 and 27 closed out, a net change of -3 holders.
  • The largest Lennar Class B buyer in Q1 2023 was Envestnet Asset Management, an estimated $175M added.
  • The largest Lennar Class B seller in Q1 2023 was Goldman Sachs, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2023.