Lennar Class B
LEN.B
254 hedge funds and large institutions have $1.33B invested in Lennar Class B in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 18 closing their positions.
56% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 18
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
6% more capital invested
Capital invested by funds: $1.25B → $1.33B (+$77.3M)
4% more funds holding
Funds holding: 245 → 254 (+9)
1.49% less ownership
Funds ownership: 28.73% → 27.24% (-1.5%)
42% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.99M |
| 2 |
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
+$1.58M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$1.4M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$944K |
| 5 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$881K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$27.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.6M |
| 3 |
MIM
Montgomery Investment Management
Rockville,
Maryland
|
-$8.33M |
| 4 |
GA
Greenhaven Associates
Purchase,
New York
|
-$7.49M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$5.78M |
LEN.B Hedge Fund Activity: Q1 2024 in Review
254 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q1 2024, worth a combined $1.33B — up 6.2% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new LEN.B positions and 18 closed out — a net gain of 10 holders — while 55 added to existing stakes and 95 trimmed.
The largest buyer was BlackRock, adding an estimated $1.99M. The largest seller was Morgan Stanley, cutting an estimated $27.7M.
- 254 institutional investors held Lennar Class B (LEN.B) as of Q1 2024, up from 245 in Q4 2023.
- Funds reported $1.33B of Lennar Class B stock for Q1 2024, up 6.2% quarter-over-quarter.
- 28 funds opened new Lennar Class B positions in Q1 2024 and 18 closed out, a net change of +10 holders.
- The largest Lennar Class B buyer in Q1 2024 was BlackRock, an estimated $1.99M added.
- The largest Lennar Class B seller in Q1 2024 was Morgan Stanley, an estimated $27.7M sold.
Based on aggregated 13F filings for Q1 2024.