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Lennar Class B
LEN.B

Overview Fund Activity

55 hedge funds and large institutions have $217M invested in Lennar Class B in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
6
Increased
13
Reduced
18
Closed
8
Calls
$103K
Puts
–
Net Calls
+$103K
Net Calls Change
-$2K

Top Buyers

1
HCM
1
Huber Capital Management
California
$53.6M
2
GI
2
GAMCO Investors
Connecticut
$36.2M
3
APCM
3
Arbiter Partners Capital Management
New York
$4.43M
4
LMGAM
4
Liberty Mutual Group Asset Management
Massachusetts
$1.67M
5
Millennium Management
5
Millennium Management
New York
$1.15M

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$300K
2
MCP
2
Moab Capital Partners
New York
$8.9M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0
4
AA
4
Ancora Advisors
Ohio
$3.58M
5
GCIA
5
Gabelli & Co Investment Advisers
New York
$3.01M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
1
Huber Capital Management
California
$53.6M 1,870,625 +831,187 +80%
GI
2
GAMCO Investors
Connecticut
$36.2M 1,263,517 +507,492 +67%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.5M 435,454 +6,326 +1%
NCM
4
Nantahala Capital Management
Connecticut
$11.2M 392,000 -33,000 -8%
GF
5
Gabelli Funds
New York
$9.18M 320,509 +20,000 +7%
SC
6
Sculptor Capital
New York
$8.93M 311,759 – –
MCP
7
Moab Capital Partners
New York
$8.9M 310,562 -232,157 -43%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$7.96M 277,915 -15,089 -5%
Franklin Resources
9
Franklin Resources
California
$6.3M 220,000 – –
BIM
10
BlackRock Investment Management
Delaware
$5.73M 200,000 – –
Neuberger Berman Group
11
Neuberger Berman Group
New York
$5.29M 184,451 -9,888 -5%
SIM
12
Sprucegrove Investment Management
Ontario, Canada
$4.84M 168,908 -7,000 -4%
BIP
13
Brandes Investment Partners
California
$4.84M 168,799 +13,621 +9%
PSAMP
14
P. Schoenfeld Asset Management (PSAM)
New York
$4.81M 168,000 – –
APCM
15
Arbiter Partners Capital Management
New York
$4.43M 154,520 +84,900 +122%
AA
16
Ancora Advisors
Ohio
$3.58M 124,874 -123,919 -50%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$3.12M 108,988 -4,463 -4%
Renaissance Technologies
18
Renaissance Technologies
New York
$3.07M 107,000 -22,200 -17%
GCIA
19
Gabelli & Co Investment Advisers
New York
$3.01M 104,954 -106,000 -50%
LMGAM
20
Liberty Mutual Group Asset Management
Massachusetts
$1.67M 58,364 +58,364 New
MIG
21
Mariner Investment Group
New York
$1.45M 50,500 -4,500 -8%
SONJCPFA
22
State of New Jersey Common Pension Fund A
New Jersey
$1.43M 50,000 – –
BG
23
BlackRock Group
United Kingdom
$1.43M 50,000 – –
Deutsche Bank
24
Deutsche Bank
Germany
$1.22M 42,587 -91,261 -68%
COPPSERS
25
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.2M 41,966 – –
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