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Lennar Class B

265 hedge funds and large institutions have $1.07B invested in Lennar Class B in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 73 increasing their positions, 74 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0.3% more ownership

Funds ownership: 25.84%26.13% (+0.3%)

0% more funds holding

Funds holding: 265265 (0)

1% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 74

24% less capital invested

Capital invested by funds: $1.4B → $1.07B (-$330M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
265
Holders Change
Holders Change %
0%
% of All Funds
3.49%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
39
Increased
73
Reduced
74
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$205M -$2.49M -16,580 -1%
GF
2
Gabelli Funds
New York
$158M -$2.93M -19,462 -2%
GI
3
GAMCO Investors
Connecticut
$60.5M -$2.93M -19,504 -4%
BlackRock
4
BlackRock
New York
$48.1M -$1.56M -10,372 -3%
GA
5
Greenhaven Associates
New York
$48.1M -$43K -286 -0.1%
Norges Bank
6
Norges Bank
Norway
$30.4M
Morgan Stanley
7
Morgan Stanley
New York
$21.5M -$3.86M -25,650 -13%
TAM
8
Third Avenue Management
New York
$21.4M
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$21.1M -$1.4M -9,302 -5%
Goldman Sachs
10
Goldman Sachs
New York
$20.8M +$190K +1,263 +0.8%
Berkshire Hathaway
11
Berkshire Hathaway
Nebraska
$20.2M
Neuberger Berman Group
12
Neuberger Berman Group
New York
$19.3M -$380K -2,523 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
13
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17.8M -$1.22M -8,100 -5%
NI
14
NFC Investments
Tennessee
$16M +$4.65M +30,905 +32%
6CM
15
683 Capital Management
New York
$15.2M
GCM
16
GoodHaven Capital Management
New Jersey
$14.1M
QCM
17
QRG Capital Management
Illinois
$13.8M +$359K +2,385 +2%
SL
18
SIB LLC
New York
$13.2M -$182K -1,210 -1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$13.1M +$1.44M +9,561 +10%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$12.9M +$176K +1,167 +1%
TIP
21
Torray Investment Partners
Maryland
$12.8M
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$11.6M -$3.12M -20,750 -18%
Principal Financial Group
23
Principal Financial Group
Iowa
$10.4M +$471K +3,128 +4%
Aristotle Capital Management
24
Aristotle Capital Management
California
$10M -$33.9K -225 -0.3%
SEI Investments
25
SEI Investments
Pennsylvania
$8.7M -$501K -3,328 -5%

LEN.B Hedge Fund Activity: Q4 2024 in Review

265 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q4 2024, worth a combined $1.07B — down 24% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new LEN.B positions and 36 closed out — a net gain of 3 holders — while 73 added to existing stakes and 74 trimmed.

The largest buyer was Chilton Investment Company, opening a new position worth an estimated $9.64M. The largest seller was Russell Investments Group, cutting an estimated $4.35M.

  • 265 institutional investors held Lennar Class B (LEN.B) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $1.07B of Lennar Class B stock for Q4 2024, down 24% quarter-over-quarter.
  • 39 funds opened new Lennar Class B positions in Q4 2024 and 36 closed out, a net change of +3 holders.
  • The largest Lennar Class B buyer in Q4 2024 was Chilton Investment Company, an estimated $9.64M added.
  • The largest Lennar Class B seller in Q4 2024 was Russell Investments Group, an estimated $4.35M sold.

Based on aggregated 13F filings for Q4 2024.