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Lennar Class A

729 hedge funds and large institutions have $26.2B invested in Lennar Class A in 2021 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 252 increasing their positions, 261 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 81

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

33% more capital invested

Capital invested by funds: $19.7B → $26.2B (+$6.46B)

5% more funds holding

Funds holding: 692729 (+37)

0.5% more ownership

Funds ownership: 97.02%97.52% (+0.5%)

3% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 261

26% less call options, than puts

Call options by funds: $212M | Put options by funds: $285M

Holders
729
Holders Change
+37
Holders Change %
+5.35%
% of All Funds
12.8%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
124
Increased
252
Reduced
261
Closed
81
Calls
$212M
Puts
$285M
Net Calls
-$73.7M
Net Calls Change
-$101M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$146M +$16.8M +199,464 +15%
SCM
27
Smead Capital Management
Arizona
$146M +$11.3M +134,673 +10%
Franklin Resources
28
Franklin Resources
California
$141M -$31.2M -371,271 -21%
Ameriprise
29
Ameriprise
Minnesota
$134M +$81.5M +969,757 +241%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$123M +$16M +190,395 +18%
PPA
31
Parametric Portfolio Associates
Washington
$120M +$6.26M +74,418 +6%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$118M +$3.43M +40,783 +4%
UBS AM
33
UBS AM
Illinois
$115M +$1.92M +22,847 +2%
Morgan Stanley
34
Morgan Stanley
New York
$114M -$48.2M -573,193 -33%
EC
35
Eminence Capital
New York
$109M -$83.8M -997,177 -47%
N
36
Nuveen
North Carolina
$109M -$3.77M -44,823 -4%
Swiss National Bank
37
Swiss National Bank
Switzerland
$107M +$1.74M +20,660 +2%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$107M +$6.63M +78,857 +8%
TG
39
TCW Group
California
$104M -$7.72M -91,830 -8%
Wells Fargo
40
Wells Fargo
California
$101M -$6.29M -74,842 -7%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$100M -$2.09M -24,879 -2%
Fisher Asset Management
42
Fisher Asset Management
Washington
$99.6M -$5.28M -62,805 -6%
Barclays
43
Barclays
United Kingdom
$99.5M +$2.6M +30,977 +3%
RAM
44
RWC Asset Management
United Kingdom
$96.5M +$2.8M +33,289 +3%
Goldman Sachs
45
Goldman Sachs
New York
$90.2M -$32.9M -391,344 -30%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$90.1M -$2.77M -32,954 -3%
UBS Group
47
UBS Group
Switzerland
$86M +$10.7M +127,460 +17%
SSM
48
Sound Shore Management
Connecticut
$78.1M -$20.9M -249,015 -24%
GT
49
Glenmede Trust
Pennsylvania
$77M -$5.33M -63,367 -7%
Truist Financial
50
Truist Financial
North Carolina
$72.2M -$2.37M -28,129 -4%

LEN Hedge Fund Activity: Q1 2021 in Review

729 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q1 2021, worth a combined $26.2B — up 33% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new LEN positions and 81 closed out — a net gain of 43 holders — while 252 added to existing stakes and 261 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $344M. The largest seller was T. Rowe Price Associates, cutting an estimated $273M.

  • 729 institutional investors held Lennar Class A (LEN) as of Q1 2021, up from 692 in Q4 2020.
  • Funds reported $26.2B of Lennar Class A stock for Q1 2021, up 33% quarter-over-quarter.
  • 124 funds opened new Lennar Class A positions in Q1 2021 and 81 closed out, a net change of +43 holders.
  • The largest Lennar Class A buyer in Q1 2021 was Wellington Management Group, an estimated $344M added.
  • The largest Lennar Class A seller in Q1 2021 was T. Rowe Price Associates, an estimated $273M sold.

Based on aggregated 13F filings for Q1 2021.