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Lennar Class A

692 hedge funds and large institutions have $19.7B invested in Lennar Class A in 2020 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 243 increasing their positions, 249 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 80

4% more funds holding

Funds holding: 665692 (+27)

8% more call options, than puts

Call options by funds: $361M | Put options by funds: $334M

2% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 249

1.67% less ownership

Funds ownership: 98.7%97.02% (-1.7%)

8% less capital invested

Capital invested by funds: $21.4B → $19.7B (-$1.67B)

53% less funds holding in top 10

Funds holding in top 10: 178 (-9)

Holders
692
Holders Change
+27
Holders Change %
+4.06%
% of All Funds
12.25%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.14%
New
113
Increased
243
Reduced
249
Closed
80
Calls
$361M
Puts
$334M
Net Calls
+$27M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
751
SeaBridge Investment Advisors
New Jersey
-$131K -1,653 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
752
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$130K -1,640 Closed
FIA
753
FNY Investment Advisers
New York
-$115K -1,457 Closed
CMBA
754
C.M. Bidwell & Associates
Hawaii
-$106K -1,343 Closed
SQA
755
Simon Quick Advisors
New Jersey
-$61K -775 Closed
HI
756
Human Investing
Oregon
-$35K -444 Closed
AIL
757
AGF Investments LLC
Ontario, Canada
-$31K -393 Closed
PFS
758
Prospera Financial Services
Texas
-$30K -385 Closed
PCWA
759
Pacific Capital Wealth Advisors
California
-$29K -366 Closed
NNP
760
Nachman Norwood & Parrott
South Carolina
-$27K -339 Closed
EWM
761
Edge Wealth Management
New York
-$22K -274 Closed
PFWA
762
Paces Ferry Wealth Advisors
Georgia
-$20K -252 Closed
FHA
763
Flagship Harbor Advisors
Massachusetts
-$18K -232 Closed
AL
764
AJO LP
Pennsylvania
-$12K -158 Closed
JWM
765
Jeppson Wealth Management
California
-$8K -104 Closed
SIM
766
Sonora Investment Management
Arizona
-$4K -52 Closed
JWM
767
Janiczek Wealth Management
Colorado
-$2K -27 Closed
CA
768
Crewe Advisors
Utah
-$1K -14 Closed
SWA
769
SOA Wealth Advisors
New York
+$374 +5 New
CWM
770
Curi Wealth Management
North Carolina
+$524 +7 New

LEN Hedge Fund Activity: Q4 2020 in Review

692 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q4 2020, worth a combined $19.7B — down 7.8% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new LEN positions and 80 closed out — a net gain of 33 holders — while 243 added to existing stakes and 249 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $164M. The largest seller was Morgan Stanley, cutting an estimated $155M.

  • 692 institutional investors held Lennar Class A (LEN) as of Q4 2020, up from 665 in Q3 2020.
  • Funds reported $19.7B of Lennar Class A stock for Q4 2020, down 7.8% quarter-over-quarter.
  • 113 funds opened new Lennar Class A positions in Q4 2020 and 80 closed out, a net change of +33 holders.
  • The largest Lennar Class A buyer in Q4 2020 was Wellington Management Group, an estimated $164M added.
  • The largest Lennar Class A seller in Q4 2020 was Morgan Stanley, an estimated $155M sold.

Based on aggregated 13F filings for Q4 2020.