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Lennar Class A

478 hedge funds and large institutions have $10.1B invested in Lennar Class A in 2017 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 156 increasing their positions, 176 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% more ownership

Funds ownership: 98.94%99.45% (+0.51%)

1% less capital invested

Capital invested by funds: $10.2B → $10.1B (-$68.5M)

4% less funds holding

Funds holding: 498478 (-20)

11% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 176

19% less call options, than puts

Call options by funds: $48.5M | Put options by funds: $60M

25% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 57

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
478
Holders Change
-20
Holders Change %
-4.02%
% of All Funds
11.92%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.2%
New
43
Increased
156
Reduced
176
Closed
57
Calls
$48.5M
Puts
$60M
Net Calls
-$11.5M
Net Calls Change
-$41.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.07B +$7.66M +153,573 +0.7%
BlackRock
2
BlackRock
New York
$887M -$3.14M -62,942 -0.4%
Viking Global Investors
3
Viking Global Investors
Connecticut
$502M +$217M +4,355,299 +77%
State Street
4
State Street
Massachusetts
$471M -$16.4M -329,752 -3%
EC
5
Eminence Capital
New York
$429M -$38.5M -771,540 -8%
Sanders Capital
6
Sanders Capital
Florida
$374M -$57M -1,142,243 -13%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$354M -$42.3M -847,985 -11%
Aristotle Capital Management
8
Aristotle Capital Management
California
$323M +$6.86M +137,514 +2%
GA
9
Greenhaven Associates
New York
$286M +$241K +4,840 +0.1%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$281M -$5.18M -103,909 -2%
Bank of America
11
Bank of America
North Carolina
$261M +$119M +2,394,726 +85%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$221M -$4.37M -87,555 -2%
Millennium Management
13
Millennium Management
New York
$210M +$150M +3,017,516 +262%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$194M +$28.9M +578,713 +18%
TG
15
TCW Group
California
$173M -$9.33M -187,070 -5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$163M +$2.52M +50,502 +2%
TAM
17
Third Avenue Management
New York
$151M -$39.3K -789 -0%
UBS AM
18
UBS AM
Illinois
$150M -$4M -80,242 -3%
Principal Financial Group
19
Principal Financial Group
Iowa
$147M -$18.1M -362,946 -11%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$143M -$45.8M -918,450 -24%
Northern Trust
21
Northern Trust
Illinois
$127M +$3.5M +70,118 +3%
AllianceBernstein
22
AllianceBernstein
Tennessee
$113M -$8.05M -161,405 -7%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$110M +$2.48M +49,661 +2%
Morgan Stanley
24
Morgan Stanley
New York
$103M +$56.4K +1,130 +0.1%
Goldman Sachs
25
Goldman Sachs
New York
$99.2M +$40.5M +812,976 +70%

LEN Hedge Fund Activity: Q3 2017 in Review

478 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q3 2017, worth a combined $10.1B — down 0.67% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of LEN and 43 opened new positions — a net loss of 14 holders — while 176 trimmed existing stakes and 156 added.

The largest buyer was Viking Global Investors, adding an estimated $217M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $96.3M sold.

  • 478 institutional investors held Lennar Class A (LEN) as of Q3 2017, down from 498 in Q2 2017.
  • Funds reported $10.1B of Lennar Class A stock for Q3 2017, down 0.67% quarter-over-quarter.
  • 43 funds opened new Lennar Class A positions in Q3 2017 and 57 closed out, a net change of -14 holders.
  • The largest Lennar Class A buyer in Q3 2017 was Viking Global Investors, an estimated $217M added.
  • The largest Lennar Class A seller in Q3 2017 was Allianz Asset Management, an estimated $96.3M sold.

Based on aggregated 13F filings for Q3 2017.