We are live on ! Find out more
MTH icon

Meritage Homes

257 hedge funds and large institutions have $2.82B invested in Meritage Homes in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 74 increasing their positions, 98 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

114% more call options, than puts

Call options by funds: $12M | Put options by funds: $5.59M

107% more capital invested

Capital invested by funds: $1.36B → $2.82B (+$1.46B)

78% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 32

9% more funds holding

Funds holding: 235257 (+22)

1.47% less ownership

Funds ownership: 198.46%196.98% (-1.5%)

24% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 98

Holders
257
Holders Change
+22
Holders Change %
+9.36%
% of All Funds
5.27%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
57
Increased
74
Reduced
98
Closed
32
Calls
$12M
Puts
$5.59M
Net Calls
+$6.39M
Net Calls Change
+$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
226
SRH Advisors
Kansas
$38K
PCG
227
Private Capital Group
Connecticut
$35K +$2.95K +100 +12%
VCM
228
Versant Capital Management
Arizona
$34K -$3.6K -122 -12%
WTC
229
WhitTier Trust Company
Nevada
$33K
CFG
230
Citizens Financial Group
Rhode Island
$32K +$18.4K +622 +283%
IA
231
IFP Advisors
Florida
$31K
AWM
232
Apollon Wealth Management
South Carolina
$19K +$14.8K +502 New
PA
233
Parallel Advisors
California
$18K
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$13K +$10.3K +348 New
KPW
235
Kore Private Wealth
New York
$12K
PFGIA
236
Patriot Financial Group Insurance Agency
Massachusetts
$12K
Fidelity Investments
237
Fidelity Investments
Massachusetts
$11K -$5.73K -194 -40%
FHA
238
Flagship Harbor Advisors
Massachusetts
$10K -$5.91K -200 -42%
OPS
239
Orion Portfolio Solutions
Nebraska
$10K +$7.56K +256 New
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
$9K +$6.68K +226 New
CAM
241
ClariVest Asset Management
California
$8K +$2.13K +72 +58%
PH
242
Pinnacle Holdings
Oklahoma
$7.61K
SFG
243
Sowa Financial Group
Rhode Island
$7K
TWA
244
TCI Wealth Advisors
Arizona
$6K
Bessemer Group
245
Bessemer Group
New Jersey
$5K -$1.3M -43,864 -100%
CFGS
246
Concourse Financial Group Securities
Alabama
$5K
FRA
247
Front Row Advisors
California
$4K
GAM
248
Gemmer Asset Management
California
$4K
SIM
249
Sonora Investment Management
Arizona
$4K +$3.43K +116 New
PFBT
250
Parkside Financial Bank & Trust
Missouri
$3K -$1.77K -60 -47%

MTH Hedge Fund Activity: Q2 2020 in Review

257 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q2 2020, worth a combined $2.82B — up 107% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new MTH positions and 32 closed out — a net gain of 25 holders — while 74 added to existing stakes and 98 trimmed.

The largest buyer was Echo Street Capital Management, adding an estimated $25.8M. The largest seller was Millennium Management, cutting an estimated $27.4M.

  • 257 institutional investors held Meritage Homes (MTH) as of Q2 2020, up from 235 in Q1 2020.
  • Funds reported $2.82B of Meritage Homes stock for Q2 2020, up 107% quarter-over-quarter.
  • 57 funds opened new Meritage Homes positions in Q2 2020 and 32 closed out, a net change of +25 holders.
  • The largest Meritage Homes buyer in Q2 2020 was Echo Street Capital Management, an estimated $25.8M added.
  • The largest Meritage Homes seller in Q2 2020 was Millennium Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2020.