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Lennar Class A

818 hedge funds and large institutions have $26.8B invested in Lennar Class A in 2021 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 297 increasing their positions, 267 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 58

89% more funds holding in top 10

Funds holding in top 10: 917 (+8)

14% more capital invested

Capital invested by funds: $23.5B → $26.8B (+$3.28B)

11% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 267

10% more funds holding

Funds holding: 744818 (+74)

2.73% less ownership

Funds ownership: 94.87%92.14% (-2.7%)

14% less call options, than puts

Call options by funds: $415M | Put options by funds: $484M

Holders
818
Holders Change
+74
Holders Change %
+9.95%
% of All Funds
12.59%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.26%
New
142
Increased
297
Reduced
267
Closed
58
Calls
$415M
Puts
$484M
Net Calls
-$69.6M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
776
Tradition Wealth Management
Minnesota
$7K
CAL
777
Capital Analysts LLC
Pennsylvania
$7K +$1.64K +16 +39%
ZIG
778
Zullo Investment Group
Pennsylvania
$7K +$6.75K +66 New
AIM
779
Anchor Investment Management
South Carolina
$6.39K
WT
780
Washington Trust
Rhode Island
$6K -$2.56K -25 -30%
SWM
781
Selective Wealth Management
Virginia
$6K
DI
782
Disciplined Investments
Oklahoma
$5K
DTIM
783
Danda Trouve Investment Management
Kansas
$5K +$4.09K +40 New
SC
784
SouthState Corp
Florida
$5K +$4.29K +42 New
BFC
785
Bedel Financial Consulting
Indiana
$4K +$511 +5 +15%
TC
786
TAP Consulting
Missouri
$4K +$3.48K +34 New
JWA
787
JFS Wealth Advisors
Pennsylvania
$4K +$3.58K +35 New
BA
788
Bellwether Advisors
Nebraska
$3K
BWM
789
BerganKDV Wealth Management
Minnesota
$3K
HIA
790
Harbor Investment Advisory
Maryland
$3K
BAM
791
Bellevue Asset Management
Washington
$3K +$102 +1 +4%
SC
792
Schubert & Co
Texas
$3K +$2.76K +27 New
CA
793
Cornerstone Advisory
Maryland
$3K +$3.07K +30 New
VRS
794
Virginia Retirement Systems
Virginia
$2.29K
JWM
795
Janiczek Wealth Management
Colorado
$2K -$1.12K -11 -46%
PWMG
796
Prestige Wealth Management Group
New Jersey
$2K
SWA
797
SOA Wealth Advisors
New York
$2K
UFF
798
USA Financial Formulas
Michigan
$2K
SFM
799
Signet Financial Management
New Jersey
$2K +$1.33K +13 New
SC
800
Sierra Capital
Florida
$2K +$1.53K +15 New

LEN Hedge Fund Activity: Q4 2021 in Review

818 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q4 2021, worth a combined $26.8B — up 14% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new LEN positions and 58 closed out — a net gain of 84 holders — while 297 added to existing stakes and 267 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $91.9M. The largest seller was Sanders Capital, cutting an estimated $770M.

  • 818 institutional investors held Lennar Class A (LEN) as of Q4 2021, up from 744 in Q3 2021.
  • Funds reported $26.8B of Lennar Class A stock for Q4 2021, up 14% quarter-over-quarter.
  • 142 funds opened new Lennar Class A positions in Q4 2021 and 58 closed out, a net change of +84 holders.
  • The largest Lennar Class A buyer in Q4 2021 was Balyasny Asset Management, an estimated $91.9M added.
  • The largest Lennar Class A seller in Q4 2021 was Sanders Capital, an estimated $770M sold.

Based on aggregated 13F filings for Q4 2021.