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Lennar Class B

220 hedge funds and large institutions have $1.27B invested in Lennar Class B in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

17% more capital invested

Capital invested by funds: $1.08B → $1.27B (+$187M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

11% more funds holding

Funds holding: 198220 (+22)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

1.89% less ownership

Funds ownership: 38.97%37.09% (-1.9%)

Holders
220
Holders Change
+22
Holders Change %
+11.11%
% of All Funds
3.39%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
36
Increased
61
Reduced
60
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
1
Barclays
United Kingdom
$159M -$23.7M -288,245 -14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$145M +$5.02M +61,081 +4%
GF
3
Gabelli Funds
New York
$136M -$891K -10,836 -0.7%
UBS Group
4
UBS Group
Switzerland
$71.8M -$24.8K -302 -0%
GI
5
GAMCO Investors
Connecticut
$71M -$1.6M -19,440 -2%
CS
6
Credit Suisse
Switzerland
$50.3M -$17.2M -209,135 -27%
BlackRock
7
BlackRock
New York
$50M +$893K +10,859 +2%
TAM
8
Third Avenue Management
New York
$45.7M -$567K -6,895 -1%
Goldman Sachs
9
Goldman Sachs
New York
$44.2M +$1.36M +16,518 +4%
GA
10
Greenhaven Associates
New York
$43.1M -$155K -1,879 -0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
11
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$23.8M -$1.67M -20,337 -7%
Norges Bank
12
Norges Bank
Norway
$23.3M
HSBC Holdings
13
HSBC Holdings
United Kingdom
$22.6M
FFA
14
First Foundation Advisors
California
$20.3M +$45.5K +553 +0.2%
MCM
15
Maltese Capital Management
New York
$19.5M -$1.23M -14,938 -6%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$19.3M +$89.7K +1,091 +0.5%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$17.1M +$258K +3,132 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$13.2M -$1.19M -14,447 -9%
NI
19
NFC Investments
Tennessee
$12.8M +$209K +2,538 +2%
EC
20
Eminence Capital
New York
$12.8M -$1.05M -12,817 -8%
RAM
21
RWC Asset Management
United Kingdom
$11M +$101K +1,233 +1%
MIM
22
Montgomery Investment Management
Maryland
$11M +$286K +3,472 +3%
Aristotle Capital Management
23
Aristotle Capital Management
California
$10.9M +$86.9K +1,056 +0.9%
Morgan Stanley
24
Morgan Stanley
New York
$10.7M +$529K +6,425 +6%
AACR
25
ACR Alpine Capital Research
Missouri
$10.2M +$298K +3,628 +3%

LEN.B Hedge Fund Activity: Q4 2021 in Review

220 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q4 2021, worth a combined $1.27B — up 17% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new LEN.B positions and 12 closed out — a net gain of 24 holders — while 61 added to existing stakes and 60 trimmed.

The largest buyer was Vanguard Group, adding an estimated $5.02M. The largest seller was Barclays, cutting an estimated $23.7M.

  • 220 institutional investors held Lennar Class B (LEN.B) as of Q4 2021, up from 198 in Q3 2021.
  • Funds reported $1.27B of Lennar Class B stock for Q4 2021, up 17% quarter-over-quarter.
  • 36 funds opened new Lennar Class B positions in Q4 2021 and 12 closed out, a net change of +24 holders.
  • The largest Lennar Class B buyer in Q4 2021 was Vanguard Group, an estimated $5.02M added.
  • The largest Lennar Class B seller in Q4 2021 was Barclays, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2021.