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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
HFM
726
Harvest Fund Management
China
$247K
CSPIA
727
Cary Street Partners Investment Advisory
Virginia
$246K +$97.2K +807 +90%
DP
728
Dearborn Partners
Illinois
$246K +$205K +1,704 New
ICG
729
InterOcean Capital Group
Tennessee
$245K +$205K +1,700 New
LAM
730
LECAP Asset Management
United Kingdom
$245K +$205K +1,700 New
DWP
731
Daymark Wealth Partners
Ohio
$242K +$202K +1,678 New
FHA
732
First Horizon Advisors
Tennessee
$242K -$1.57K -13 -0.8%
SAM
733
Smartleaf Asset Management
Massachusetts
$241K +$201K +1,668 New
OWA
734
One Wealth Advisors
California
$241K -$44.1K -366 -18%
SF
735
Summit Financial
New Jersey
$240K +$200K +1,662 New
AF
736
Allworth Financial
California
$237K +$120 +1 +0.1%
AWM
737
Accel Wealth Management
Iowa
$234K +$195K +1,620 New
FS
738
Ferguson Shapiro
Georgia
$233K +$194K +1,611 New
RCAG
739
Rehmann Capital Advisory Group
Michigan
$231K +$193K +1,603 New
AIA
740
Affinity Investment Advisors
California
$230K -$65.8K -546 -26%
GC
741
Grimes & Company
Massachusetts
$230K +$192K +1,591 New
BFM
742
Boothbay Fund Management
New York
$229K +$192K +1,590 New
MA
743
MCF Advisors
Kentucky
$226K +$602 +5 +0.3%
SM
744
Samjo Management
New York
$224K +$187K +1,550 New
SWM
745
Spire Wealth Management
Virginia
$220K -$12K -100 -6%
AIC
746
Archer Investment Corporation
Indiana
$219K
GIA
747
Gladstone Institutional Advisory
Florida
$218K +$182K +1,512 New
MCM
748
Monument Capital Management
Virginia
$214K +$178K +1,482 New
IC
749
IEQ Capital
California
$212K -$47.9K -398 -21%
FNBT
750
FineMark National Bank & Trust
Florida
$211K +$177K +1,466 New

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.