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Lennar Class B

224 hedge funds and large institutions have $1.17B invested in Lennar Class B in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $955M → $1.17B (+$211M)

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1% more funds holding

Funds holding: 221224 (+3)

6.78% less ownership

Funds ownership: 37.25%30.47% (-6.8%)

32% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 77

Holders
224
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.52%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
24
Increased
52
Reduced
77
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$194M -$1.37M -14,574 -0.8%
GF
2
Gabelli Funds
New York
$158M -$4.9M -52,179 -3%
GI
3
GAMCO Investors
Connecticut
$72M -$2.29M -24,408 -4%
GA
4
Greenhaven Associates
New York
$64.8M -$383K -4,077 -0.7%
BlackRock
5
BlackRock
New York
$51M +$614K +6,542 +1%
Norges Bank
6
Norges Bank
Norway
$34.1M -$4.96M -52,870 -14%
6CM
7
683 Capital Management
New York
$28.3M -$4.8M -51,186 -16%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$26.1M +$52.8K +562 +0.2%
TAM
9
Third Avenue Management
New York
$24.1M -$5.93M -63,225 -22%
Goldman Sachs
10
Goldman Sachs
New York
$23.8M -$3.28M -34,968 -14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
11
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$23.4M -$315K -3,355 -2%
Morgan Stanley
12
Morgan Stanley
New York
$22.1M -$29.3K -312 -0.2%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$20.7M +$5.5M +58,640 +44%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$18.5M -$200K -2,131 -1%
MCM
15
Maltese Capital Management
New York
$17.9M -$2.11M -22,513 -12%
Berkshire Hathaway
16
Berkshire Hathaway
Nebraska
$17.2M +$15.1M +160,506 New
Millennium Management
17
Millennium Management
New York
$16.1M +$12.3M +131,547 +712%
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$14.6M +$197K +2,104 +2%
MIM
19
Montgomery Investment Management
Maryland
$13.5M +$1.5K +16 +0%
EC
20
Eminence Capital
New York
$13.5M -$923K -9,837 -7%
TIP
21
Torray Investment Partners
Maryland
$12.4M
Geode Capital Management
22
Geode Capital Management
Massachusetts
$12.3M -$993K -10,576 -8%
SL
23
SIB LLC
New York
$11.6M
GCM
24
GoodHaven Capital Management
New Jersey
$11.4M -$29.6K -315 -0.3%
Legal & General Group
25
Legal & General Group
United Kingdom
$10.9M -$1.04M -11,114 -10%

LEN.B Hedge Fund Activity: Q2 2023 in Review

224 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q2 2023, worth a combined $1.17B — up 22% from $955M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new LEN.B positions and 20 closed out — a net gain of 4 holders — while 52 added to existing stakes and 77 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $15.1M. The largest seller was Envestnet Asset Management, cutting an estimated $205M.

  • 224 institutional investors held Lennar Class B (LEN.B) as of Q2 2023, up from 221 in Q1 2023.
  • Funds reported $1.17B of Lennar Class B stock for Q2 2023, up 22% quarter-over-quarter.
  • 24 funds opened new Lennar Class B positions in Q2 2023 and 20 closed out, a net change of +4 holders.
  • The largest Lennar Class B buyer in Q2 2023 was Berkshire Hathaway, an estimated $15.1M added.
  • The largest Lennar Class B seller in Q2 2023 was Envestnet Asset Management, an estimated $205M sold.

Based on aggregated 13F filings for Q2 2023.