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Lennar Class B

199 hedge funds and large institutions have $1.08B invested in Lennar Class B in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $13.1M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 199199 (0)

2.19% less ownership

Funds ownership: 39.42%37.23% (-2.2%)

7% less capital invested

Capital invested by funds: $1.16B → $1.08B (-$76.6M)

10% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 59

Holders
199
Holders Change
Holders Change %
0%
% of All Funds
3.46%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
17
Increased
53
Reduced
59
Closed
16
Calls
$15.1M
Puts
$13.1M
Net Calls
+$2.03M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
1
Gabelli Funds
New York
$122M -$2.7M -35,745 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$115M +$7.48M +98,926 +7%
Barclays
3
Barclays
United Kingdom
$83M -$21.1M -278,620 -21%
GI
4
GAMCO Investors
Connecticut
$62.9M -$849K -11,233 -1%
UBS Group
5
UBS Group
Switzerland
$61.3M +$448K +5,924 +0.8%
CS
6
Credit Suisse
Switzerland
$58.5M -$388K -5,130 -0.7%
BlackRock
7
BlackRock
New York
$40.7M -$2.83M -37,413 -7%
TAM
8
Third Avenue Management
New York
$39.3M +$74.8K +990 +0.2%
GA
9
Greenhaven Associates
New York
$37M -$131K -1,732 -0.4%
Goldman Sachs
10
Goldman Sachs
New York
$34.8M +$782K +10,346 +2%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$25.1M -$411K -5,437 -2%
Norges Bank
12
Norges Bank
Norway
$24.2M +$805K +10,648 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
13
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$22M +$211K +2,788 +1%
MCM
14
Maltese Capital Management
New York
$17.8M -$9.66M -127,822 -36%
FFA
15
First Foundation Advisors
California
$17.1M -$400K -5,296 -2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$16.8M -$336K -4,446 -2%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$14.3M -$527K -6,975 -4%
ESCM
18
Echo Street Capital Management
New York
$14.1M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$13.4M +$1.38M +18,240 +12%
Northern Trust
20
Northern Trust
Illinois
$13.4M -$540K -7,150 -4%
EC
21
Eminence Capital
New York
$11.2M -$1.04M -13,704 -9%
Sanders Capital
22
Sanders Capital
Florida
$10M -$15.9K -210 -0.2%
Aristotle Capital Management
23
Aristotle Capital Management
California
$9.27M -$29.3K -387 -0.3%
RAM
24
RWC Asset Management
United Kingdom
$9.26M -$2.45M -32,478 -21%
MIM
25
Montgomery Investment Management
Maryland
$9.08M -$108K -1,431 -1%

LEN.B Hedge Fund Activity: Q2 2021 in Review

199 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q2 2021, worth a combined $1.08B — down 6.6% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new LEN.B positions and 16 closed out — a net gain of 1 holder — while 53 added to existing stakes and 59 trimmed.

The largest buyer was Vanguard Group, adding an estimated $7.48M. The largest seller was Barclays, cutting an estimated $21.1M.

  • 199 institutional investors held Lennar Class B (LEN.B) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $1.08B of Lennar Class B stock for Q2 2021, down 6.6% quarter-over-quarter.
  • 17 funds opened new Lennar Class B positions in Q2 2021 and 16 closed out, a net change of +1 holder.
  • The largest Lennar Class B buyer in Q2 2021 was Vanguard Group, an estimated $7.48M added.
  • The largest Lennar Class B seller in Q2 2021 was Barclays, an estimated $21.1M sold.

Based on aggregated 13F filings for Q2 2021.