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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
OA
851
Operose Advisors
Wisconsin
$19.4K
BIA
852
Bell Investment Advisors
California
$18.8K -$3.61K -30 -19%
CTC
853
Cetera Trust Company
Minnesota
$18.3K +$15.3K +127 New
CWC
854
Carolinas Wealth Consulting
North Carolina
$18.2K -$1.2K -10 -7%
PB
855
Pinnacle Bancorp
Nebraska
$17.7K
JWA
856
JFS Wealth Advisors
Pennsylvania
$16.8K -$120 -1 -0.8%
TLCM
857
Twin Lakes Capital Management
California
$16.7K
AF
858
Advisornet Financial
Minnesota
$16.1K +$8.79K +73 +187%
SA
859
Scarborough Advisors
Maryland
$15.7K +$13K +108 New
CFFP
860
Center for Financial Planning
Michigan
$15.7K
SC
861
Solstein Capital
California
$15.2K
GKIM
862
GW&K Investment Management
Massachusetts
$15K -$1.2K -10 -9%
CAC
863
Core Alternative Capital
Georgia
$15K -$964 -8 -7%
LSA
864
Leonteq Securities AG
Switzerland
$14.9K -$34.9K -290 -74%
HIM
865
Hillsdale Investment Management
Ontario, Canada
$14.9K
RWM
866
Ruedi Wealth Management
Illinois
$14.9K
EBA
867
Eagle Bay Advisors
New York
$14.2K -$150K -1,243 -93%
HDIM
868
Hanson & Doremus Investment Management
Vermont
$14K +$11.9K +99 New
CA
869
Clearstead Advisors
Ohio
$13.6K -$3.37K -28 -23%
FP
870
Financial Perspectives
Minnesota
$13.4K
FWM
871
FSA Wealth Management
Massachusetts
$13K +$11.2K +93 New
AAP
872
Arax Advisory Partners
Colorado
$12.9K +$241 +2 +2%
PWMG
873
Private Wealth Management Group
New Jersey
$12.1K +$10.1K +84 New
CB
874
CNB Bank
Pennsylvania
$11.5K
KSWA
875
Kathleen S. Wright Associates
Pennsylvania
$11.3K

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.