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Lennar Class A

665 hedge funds and large institutions have $21.4B invested in Lennar Class A in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 230 increasing their positions, 229 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 68

34% more capital invested

Capital invested by funds: $16B → $21.4B (+$5.45B)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

7% more funds holding

Funds holding: 619665 (+46)

1.34% more ownership

Funds ownership: 97.36%98.7% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 229

25% less call options, than puts

Call options by funds: $262M | Put options by funds: $350M

Holders
665
Holders Change
+46
Holders Change %
+7.43%
% of All Funds
13.42%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.34%
New
116
Increased
230
Reduced
229
Closed
68
Calls
$262M
Puts
$350M
Net Calls
-$87.2M
Net Calls Change
-$87.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
576
Berman Capital Advisors
Georgia
$43K -$2.41K -34 -6%
GI
577
Gradient Investments
Minnesota
$38K +$1.42K +20 +4%
CAW
578
Cornerstone Advisors (Washington)
Washington
$37K +$2.49K +35 +8%
HI
579
Human Investing
Oregon
$35K +$31.5K +444 New
VCM
580
Versant Capital Management
Arizona
$34K
ZB
581
Zions Bancorporation
Utah
$34K
IRC
582
Investors Research Corp
Georgia
$33K
SCA
583
Stuart Chaussee & Associates
California
$33K +$29.3K +413 New
POIA
584
Pin Oak Investment Advisors
Texas
$32K -$2.81M -39,502 -99%
AIL
585
AGF Investments LLC
Ontario, Canada
$31K -$841K -11,847 -97%
PFS
586
Prospera Financial Services
Texas
$30K +$27.3K +385 New
CCM
587
Covington Capital Management
California
$29K
EIP
588
Ellis Investment Partners
Pennsylvania
$29K +$71 +1 +0.3%
PCWA
589
Pacific Capital Wealth Advisors
California
$29K +$26K +366 New
HWA
590
Heritage Wealth Advisors
Virginia
$28.6K +$7.39K +104 +40%
APA
591
American Portfolios Advisors
New York
$28.6K +$8.95K +126 +53%
EI
592
Ellevest Inc
New York
$28K +$20.9K +294 +525%
PFBT
593
Parkside Financial Bank & Trust
Missouri
$27K -$497 -7 -2%
CI
594
CX Institutional
Indiana
$27K +$639 +9 +3%
CI Investments Inc
595
CI Investments Inc
Ontario, Canada
$27K +$23.9K +337 New
NNP
596
Nachman Norwood & Parrott
South Carolina
$27K +$24.1K +339 New
AF
597
Allworth Financial
California
$25K -$7.81K -110 -26%
BBHC
598
Brown Brothers Harriman & Co
New York
$25K +$20.6K +290 +1,074%
GWM
599
Geneos Wealth Management
Colorado
$24K
Assenagon Asset Management
600
Assenagon Asset Management
Luxembourg
$24K +$21.8K +307 New

LEN Hedge Fund Activity: Q3 2020 in Review

665 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q3 2020, worth a combined $21.4B — up 34% from $16B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new LEN positions and 68 closed out — a net gain of 48 holders — while 230 added to existing stakes and 229 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $332M. The largest seller was Greenhaven Associates, cutting an estimated $137M.

  • 665 institutional investors held Lennar Class A (LEN) as of Q3 2020, up from 619 in Q2 2020.
  • Funds reported $21.4B of Lennar Class A stock for Q3 2020, up 34% quarter-over-quarter.
  • 116 funds opened new Lennar Class A positions in Q3 2020 and 68 closed out, a net change of +48 holders.
  • The largest Lennar Class A buyer in Q3 2020 was Fidelity Investments, an estimated $332M added.
  • The largest Lennar Class A seller in Q3 2020 was Greenhaven Associates, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2020.