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Lennar Class B

225 hedge funds and large institutions have $984M invested in Lennar Class B in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

0% more funds holding

Funds holding: 224225 (+1)

3% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 63

1.47% less ownership

Funds ownership: 30.47%29.01% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less capital invested

Capital invested by funds: $1.17B → $984M (-$182M)

Holders
225
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
3.57%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
25
Increased
61
Reduced
63
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$920
BIA
202
Bell Investment Advisors
California
$818
Toronto Dominion Bank
203
Toronto Dominion Bank
Ontario, Canada
$818
CFGS
204
Concourse Financial Group Securities
Alabama
$715 +$208 +2 +40%
HIA
205
Harbor Investment Advisory
Maryland
$613
Kayne Anderson Rudnick Investment Management
206
Kayne Anderson Rudnick Investment Management
California
$613
RF
207
Robinswood Financial
Washington
$613
AWM
208
Atticus Wealth Management
Florida
$409
Fisher Asset Management
209
Fisher Asset Management
Washington
$408
AF
210
Advisornet Financial
Minnesota
$307 -$2.71K -26 -90%
SIC
211
SJS Investment Consulting
Ohio
$307
BAAM
212
Baker Avenue Asset Management
California
$307 +$313 +3 New
HNB
213
Huntington National Bank
Ohio
$204
LFG
214
Larson Financial Group
Missouri
$204
PB
215
Pinnacle Bancorp
Nebraska
$204
RWM
216
Ruedi Wealth Management
Illinois
$204
TWD
217
True Wealth Design
Ohio
$103
ATC
218
Adirondack Trust Company
New York
$102
Canada Pension Plan Investment Board
219
Canada Pension Plan Investment Board
Ontario, Canada
$102
EWA
220
EverSource Wealth Advisors
Alabama
$102
M
221
MOTCO
Texas
$102
OC
222
Oakworth Capital
Alabama
$102
SWM
223
Sugarloaf Wealth Management
Georgia
$102
EC
224
Eminence Capital
New York
-$13.5M -125,248 Closed
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
-$5.42M -50,468 Closed

LEN.B Hedge Fund Activity: Q3 2023 in Review

225 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q3 2023, worth a combined $984M — down 16% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LEN.B positions and 21 closed out — a net gain of 4 holders — while 61 added to existing stakes and 63 trimmed.

The largest buyer was HRT Financial, adding an estimated $3M. The largest seller was Eminence Capital, exiting entirely with an estimated $13.5M sold.

  • 225 institutional investors held Lennar Class B (LEN.B) as of Q3 2023, up from 224 in Q2 2023.
  • Funds reported $984M of Lennar Class B stock for Q3 2023, down 16% quarter-over-quarter.
  • 25 funds opened new Lennar Class B positions in Q3 2023 and 21 closed out, a net change of +4 holders.
  • The largest Lennar Class B buyer in Q3 2023 was HRT Financial, an estimated $3M added.
  • The largest Lennar Class B seller in Q3 2023 was Eminence Capital, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2023.