We are live on ! Find out more
LEN icon

Lennar Class A

724 hedge funds and large institutions have $16.8B invested in Lennar Class A in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 258 increasing their positions, 281 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0.19% more ownership

Funds ownership: 95.11%95.3% (+0.19%)

8% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 281

5% less funds holding

Funds holding: 762724 (-38)

12% less capital invested

Capital invested by funds: $19.2B → $16.8B (-$2.39B)

19% less call options, than puts

Call options by funds: $259M | Put options by funds: $318M

26% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 113

Holders
724
Holders Change
-38
Holders Change %
-4.99%
% of All Funds
12.2%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
84
Increased
258
Reduced
281
Closed
113
Calls
$259M
Puts
$318M
Net Calls
-$59.2M
Net Calls Change
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
626
EverSource Wealth Advisors
Alabama
$33K +$6.67K +91 +24%
CFO
627
CVA Family Office
Colorado
$32K +$733 +10 +2%
GLLW
628
Graves Light Lenhart Wealth
Virginia
$31K
TSWM
629
Tyler-Stone Wealth Management
Ohio
$29K +$15.1K +206 +96%
PFBT
630
Parkside Financial Bank & Trust
Missouri
$28K -$1.25K -17 -4%
IRC
631
Investors Research Corp
Georgia
$28K
POIA
632
Pin Oak Investment Advisors
Texas
$28K
SCA
633
Stuart Chaussee & Associates
California
$28K
AW
634
ACG Wealth
Georgia
$28K +$29.7K +405 New
ATC
635
Adirondack Trust Company
New York
$28K +$30.3K +413 New
IAMOG
636
Investors Asset Management of Georgia
Georgia
$28K +$30.3K +413 New
EI
637
Ellevest Inc
New York
$27K -$10.3K -141 -26%
AFS
638
Annapolis Financial Services
Maryland
$27K
GRP
639
Global Retirement Partners
California
$26K -$3K -41 -10%
EIP
640
Ellis Investment Partners
Pennsylvania
$26K +$147 +2 +0.5%
BFPW
641
BOK Financial Private Wealth
Colorado
$26K +$28.1K +383 New
BMD
642
Better Money Decisions
New Mexico
$20K +$21.1K +288 New
NFSG
643
Newbridge Financial Services Group
Florida
$19K -$1.39K -19 -6%
PMFA
644
Plante Moran Financial Advisors
Michigan
$18K
ST
645
Smithfield Trust
Pennsylvania
$18K
AF
646
Advisornet Financial
Minnesota
$17K -$74.3K -1,014 -80%
BWA
647
BDO Wealth Advisors
Florida
$17K -$3.81K -52 -17%
MCM
648
MV Capital Management
Maryland
$17K +$7.77K +106 +76%
SSB
649
Sandy Spring Bank
Maryland
$16K -$1.91K -26 -10%
ACM
650
AUA Capital Management
Pennsylvania
$16K

LEN Hedge Fund Activity: Q2 2022 in Review

724 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q2 2022, worth a combined $16.8B — down 12% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of LEN and 84 opened new positions — a net loss of 29 holders — while 281 trimmed existing stakes and 258 added.

The largest buyer was Wellington Management Group, adding an estimated $275M. The largest seller was Fidelity Investments, cutting an estimated $233M.

  • 724 institutional investors held Lennar Class A (LEN) as of Q2 2022, down from 762 in Q1 2022.
  • Funds reported $16.8B of Lennar Class A stock for Q2 2022, down 12% quarter-over-quarter.
  • 84 funds opened new Lennar Class A positions in Q2 2022 and 113 closed out, a net change of -29 holders.
  • The largest Lennar Class A buyer in Q2 2022 was Wellington Management Group, an estimated $275M added.
  • The largest Lennar Class A seller in Q2 2022 was Fidelity Investments, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2022.