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Lennar Class A

946 hedge funds and large institutions have $34.5B invested in Lennar Class A in 2023 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 295 increasing their positions, 367 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 78

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

34% more capital invested

Capital invested by funds: $25.7B → $34.5B (+$8.72B)

8% more funds holding

Funds holding: 872946 (+74)

2.19% more ownership

Funds ownership: 93.32%95.52% (+2.2%)

19% less call options, than puts

Call options by funds: $788M | Put options by funds: $968M

20% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 367

Holders
946
Holders Change
+74
Holders Change %
+8.49%
% of All Funds
13.79%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.32%
New
162
Increased
295
Reduced
367
Closed
78
Calls
$788M
Puts
$968M
Net Calls
-$180M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
651
EverSource Wealth Advisors
Alabama
$388K -$103K -859 -24%
FMLI
652
Fukoku Mutual Life Insurance
Japan
$387K
RCA
653
Resonant Capital Advisors
Wisconsin
$386K +$1.57K +13 +0.5%
MIH
654
Meitav Investment House
Israel
$382K
SP
655
Successful Portfolios
Florida
$378K +$315K +2,617 New
BA
656
Bristlecone Advisors
Washington
$374K -$5.9K -49 -2%
CT
657
Caldwell Trust
Florida
$367K +$72.4K +601 +31%
TCM
658
Telos Capital Management
California
$365K -$4.09K -34 -1%
EVM
659
Evelyn V. Moreno
$364K
TIM
660
Tevis Investment Management
Texas
$362K +$303K +2,512 New
SIA
661
Schechter Investment Advisors
Michigan
$359K +$3.98K +33 +1%
CAM
662
Cidel Asset Management
Ontario, Canada
$359K +$300K +2,487 New
GF
663
Gries Financial
Ohio
$357K +$298K +2,477 New
BP
664
Ballentine Partners
Massachusetts
$356K +$20.1K +167 +7%
ECM
665
Evergreen Capital Management
Washington
$355K -$24.8K -206 -8%
KCM
666
Kathmere Capital Management
Pennsylvania
$352K -$50.1K -416 -15%
HBT
667
Heartland Bank & Trust
Illinois
$352K -$7.59K -63 -3%
AFG
668
Atomi Financial Group
New York
$351K +$293K +2,432 New
STA
669
Summit Trail Advisors
New York
$346K -$4.46K -37 -2%
XT
670
XTX Topco
Cayman Islands
$340K -$494K -4,098 -64%
UM
671
UniSuper Management
Australia
$339K +$59.3K +492 +26%
FFC
672
First Financial Corp
Indiana
$338K
AG
673
Ascent Group
Virginia
$335K +$24.2K +201 +10%
RAM
674
Ramirez Asset Management
New York
$335K
IA
675
IFP Advisors
Florida
$331K +$208K +1,727 +306%

LEN Hedge Fund Activity: Q4 2023 in Review

946 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q4 2023, worth a combined $34.5B — up 34% from $25.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new LEN positions and 78 closed out — a net gain of 84 holders — while 295 added to existing stakes and 367 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $527M. The largest seller was Wellington Management Group, cutting an estimated $264M.

  • 946 institutional investors held Lennar Class A (LEN) as of Q4 2023, up from 872 in Q3 2023.
  • Funds reported $34.5B of Lennar Class A stock for Q4 2023, up 34% quarter-over-quarter.
  • 162 funds opened new Lennar Class A positions in Q4 2023 and 78 closed out, a net change of +84 holders.
  • The largest Lennar Class A buyer in Q4 2023 was Morgan Stanley, an estimated $527M added.
  • The largest Lennar Class A seller in Q4 2023 was Wellington Management Group, an estimated $264M sold.

Based on aggregated 13F filings for Q4 2023.