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Meritage Homes

287 hedge funds and large institutions have $3.13B invested in Meritage Homes in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 97 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

24% more call options, than puts

Call options by funds: $5.63M | Put options by funds: $4.53M

24% more capital invested

Capital invested by funds: $2.53B → $3.13B (+$603M)

6% more funds holding

Funds holding: 272287 (+15)

8% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 97

2.47% less ownership

Funds ownership: 196.79%194.32% (-2.5%)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
287
Holders Change
+15
Holders Change %
+5.51%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
52
Increased
105
Reduced
97
Closed
33
Calls
$5.63M
Puts
$4.53M
Net Calls
+$1.1M
Net Calls Change
-$7.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
226
Lazard Asset Management
New York
$164K +$3.56K +88 +3%
Dimensional Fund Advisors
227
Dimensional Fund Advisors
Texas
$157K -$68.2K -1,686 -0%
MAM
228
Meeder Asset Management
Ohio
$155K +$133K +3,294 +5,490%
QCG
229
Quadrant Capital Group
Ohio
$143K +$36.4K +900 +41%
US Bancorp
230
US Bancorp
Minnesota
$142K +$647 +16 +0.5%
BAM
231
Belpointe Asset Management
Nevada
$130K +$114K +2,830 New
Simplex Trading
232
Simplex Trading
Illinois
$130K +$115K +2,840 New
FCA
233
FinTrust Capital Advisors
South Carolina
$118K
SG Americas Securities
234
SG Americas Securities
New York
$113K -$226K -5,586 -70%
WT
235
Whittier Trust
California
$91.2K -$177K -4,380 -69%
Acadian Asset Management
236
Acadian Asset Management
Massachusetts
$88K +$78.2K +1,934 New
TRCT
237
Tower Research Capital (TRC)
New York
$75K -$252K -6,236 -79%
SWA
238
Sutton Wealth Advisors
Florida
$66.3K -$162 -4 -0.3%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$58.1K
Group One Trading
240
Group One Trading
Illinois
$56.1K +$33K +816 +204%
BTI
241
Blue Trust Inc
Georgia
$54K +$24.3K +602 +63%
FHA
242
First Horizon Advisors
Tennessee
$48.8K
AIC
243
Archer Investment Corporation
Indiana
$46.1K
SA
244
SRH Advisors
Kansas
$46K
TPCW
245
TD Private Client Wealth
New York
$42.8K -$28.9K -714 -43%
Nomura Asset Management
246
Nomura Asset Management
Japan
$36.9K
EI
247
Ellevest Inc
New York
$36.3K +$3.8K +94 +14%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$35K +$3.72K +92 +14%
SOW
249
State of Wyoming
Wyoming
$34.2K +$6.96K +172 +30%
DWMG
250
DB Wealth Management Group
California
$27.6K

MTH Hedge Fund Activity: Q4 2022 in Review

287 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q4 2022, worth a combined $3.13B — up 24% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MTH positions and 33 closed out — a net gain of 19 holders — while 105 added to existing stakes and 97 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $28.6M. The largest seller was Balyasny Asset Management, cutting an estimated $56.2M.

  • 287 institutional investors held Meritage Homes (MTH) as of Q4 2022, up from 272 in Q3 2022.
  • Funds reported $3.13B of Meritage Homes stock for Q4 2022, up 24% quarter-over-quarter.
  • 52 funds opened new Meritage Homes positions in Q4 2022 and 33 closed out, a net change of +19 holders.
  • The largest Meritage Homes buyer in Q4 2022 was Capital World Investors, an estimated $28.6M added.
  • The largest Meritage Homes seller in Q4 2022 was Balyasny Asset Management, an estimated $56.2M sold.

Based on aggregated 13F filings for Q4 2022.