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Lennar Class A

744 hedge funds and large institutions have $23.5B invested in Lennar Class A in 2021 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 265 increasing their positions, 290 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $417M | Put options by funds: $356M

4% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 77

9% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 290

1.36% less ownership

Funds ownership: 96.23%94.87% (-1.4%)

1% less funds holding

Funds holding: 755744 (-11)

8% less capital invested

Capital invested by funds: $25.5B → $23.5B (-$1.96B)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
744
Holders Change
-11
Holders Change %
-1.46%
% of All Funds
13.03%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
74
Increased
265
Reduced
290
Closed
77
Calls
$417M
Puts
$356M
Net Calls
+$60.7M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
726
Bedel Financial Consulting
Indiana
$3K
BFEC
727
Benjamin F. Edwards & Company
Missouri
$3K
HIA
728
Harbor Investment Advisory
Maryland
$3K
CI
729
Cordant Inc
Oregon
$3K +$2.87K +29 New
BAM
730
Bellevue Asset Management
Washington
$2K
BWM
731
BerganKDV Wealth Management
Minnesota
$2K
CFD
732
Creative Financial Designs
Indiana
$2K
PWMG
733
Prestige Wealth Management Group
New Jersey
$2K
JWM
734
Janiczek Wealth Management
Colorado
$2K +$1.88K +19 +380%
BA
735
Bellwether Advisors
Nebraska
$2K +$3.07K +31 New
AWM
736
Avior Wealth Management
Nebraska
$1K
CWC
737
Carolinas Wealth Consulting
North Carolina
$1K
GKIM
738
GW&K Investment Management
Massachusetts
$1K
MFT
739
Moisand Fitzgerald Tamayo
Florida
$1K
UFF
740
USA Financial Formulas
Michigan
$1K
SWA
741
SOA Wealth Advisors
New York
$1K +$99 +1 +5%
Optiver Holding
742
Optiver Holding
Netherlands
$1K +$693 +7 New
GFPC
743
Global Financial Private Client
Florida
$656
BBHC
744
Brown Brothers Harriman & Co
New York
$4
WIM
745
Westside Investment Management
California
$2
B
746
BP
United Kingdom
-$22.1M -229,376 Closed
TAM
747
Todd Asset Management
Kentucky
-$19.3M -201,030 Closed
PCM
748
Prana Capital Management
Connecticut
-$15.7M -162,790 Closed
SSA
749
Schonfeld Strategic Advisors
New York
-$14.3M -148,339 Closed
TAM
750
Third Avenue Management
New York
-$8.76M -93,772 Closed

LEN Hedge Fund Activity: Q3 2021 in Review

744 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q3 2021, worth a combined $23.5B — down 7.7% from $25.5B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of LEN and 74 opened new positions — a net loss of 3 holders — while 290 trimmed existing stakes and 265 added.

The largest buyer was Wellington Management Group, adding an estimated $163M. The largest seller was Fidelity Investments, cutting an estimated $198M.

  • 744 institutional investors held Lennar Class A (LEN) as of Q3 2021, down from 755 in Q2 2021.
  • Funds reported $23.5B of Lennar Class A stock for Q3 2021, down 7.7% quarter-over-quarter.
  • 74 funds opened new Lennar Class A positions in Q3 2021 and 77 closed out, a net change of -3 holders.
  • The largest Lennar Class A buyer in Q3 2021 was Wellington Management Group, an estimated $163M added.
  • The largest Lennar Class A seller in Q3 2021 was Fidelity Investments, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2021.