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Lennar Class B

265 hedge funds and large institutions have $1.4B invested in Lennar Class B in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 94 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

21% more capital invested

Capital invested by funds: $1.16B → $1.4B (+$240M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6% more funds holding

Funds holding: 249265 (+16)

0.38% less ownership

Funds ownership: 26.22%25.84% (-0.38%)

29% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 94

Holders
265
Holders Change
+16
Holders Change %
+6.43%
% of All Funds
3.81%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
29
Increased
67
Reduced
94
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$271M -$541K -3,546 -0.2%
GF
2
Gabelli Funds
New York
$209M -$6.69M -43,869 -3%
GI
3
GAMCO Investors
Connecticut
$82.3M -$3.75M -24,599 -5%
BlackRock
4
BlackRock
New York
$64.7M -$1.69M -11,089 -3%
GA
5
Greenhaven Associates
New York
$63M -$19M -124,577 -25%
Norges Bank
6
Norges Bank
Norway
$39.8M
Morgan Stanley
7
Morgan Stanley
New York
$32.3M -$519K -3,405 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$29.1M -$3.41M -22,348 -11%
TAM
9
Third Avenue Management
New York
$28M
Goldman Sachs
10
Goldman Sachs
New York
$27M -$1.17M -7,702 -4%
Berkshire Hathaway
11
Berkshire Hathaway
Nebraska
$26.4M
Neuberger Berman Group
12
Neuberger Berman Group
New York
$25.7M -$456K -2,990 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
13
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.7M
6CM
14
683 Capital Management
New York
$19.9M
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$18.7M +$773K +5,066 +5%
GCM
16
GoodHaven Capital Management
New Jersey
$18.5M
QCM
17
QRG Capital Management
Illinois
$17.7M +$962K +6,307 +6%
SL
18
SIB LLC
New York
$17.4M
TIP
19
Torray Investment Partners
Maryland
$16.8M
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$16.6M -$5.48M -35,917 -26%
NI
21
NFC Investments
Tennessee
$15.8M -$80.2K -526 -0.5%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$15.6M +$653K +4,283 +5%
Aristotle Capital Management
23
Aristotle Capital Management
California
$13.1M -$2.75K -18 -0%
Principal Financial Group
24
Principal Financial Group
Iowa
$13.1M +$78.7K +516 +0.7%
Legal & General Group
25
Legal & General Group
United Kingdom
$13M -$738K -4,840 -6%

LEN.B Hedge Fund Activity: Q3 2024 in Review

265 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q3 2024, worth a combined $1.4B — up 21% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new LEN.B positions and 13 closed out — a net gain of 16 holders — while 67 added to existing stakes and 94 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.89M. The largest seller was Greenhaven Associates, cutting an estimated $19M.

  • 265 institutional investors held Lennar Class B (LEN.B) as of Q3 2024, up from 249 in Q2 2024.
  • Funds reported $1.4B of Lennar Class B stock for Q3 2024, up 21% quarter-over-quarter.
  • 29 funds opened new Lennar Class B positions in Q3 2024 and 13 closed out, a net change of +16 holders.
  • The largest Lennar Class B buyer in Q3 2024 was Citadel Advisors, an estimated $2.89M added.
  • The largest Lennar Class B seller in Q3 2024 was Greenhaven Associates, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2024.