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Meritage Homes

279 hedge funds and large institutions have $4.15B invested in Meritage Homes in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 83 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

61% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 38

47% more capital invested

Capital invested by funds: $2.82B → $4.15B (+$1.33B)

9% more funds holding

Funds holding: 257279 (+22)

3.1% more ownership

Funds ownership: 196.98%200.08% (+3.1%)

21% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 105

22% less call options, than puts

Call options by funds: $12M | Put options by funds: $15.4M

Holders
279
Holders Change
+22
Holders Change %
+8.56%
% of All Funds
5.63%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.18%
New
61
Increased
83
Reduced
105
Closed
38
Calls
$12M
Puts
$15.4M
Net Calls
-$3.43M
Net Calls Change
-$9.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$31K +$26.8K +560 New
FHA
252
Flagship Harbor Advisors
Massachusetts
$23K +$6.7K +140 +50%
Fidelity Investments
253
Fidelity Investments
Massachusetts
$18K +$1.63K +34 +11%
PMFA
254
Plante Moran Financial Advisors
Michigan
$18K +$15.8K +330 New
PFGIA
255
Patriot Financial Group Insurance Agency
Massachusetts
$17K
NFG
256
Next Financial Group
Texas
$17K +$14.4K +300 New
PA
257
Parallel Advisors
California
$14K -$11.9K -248 -50%
CWA
258
Carolina Wealth Advisors
South Carolina
$14K +$12K +250 New
CFGS
259
Concourse Financial Group Securities
Alabama
$13K +$5.08K +106 +79%
PH
260
Pinnacle Holdings
Oklahoma
$11K
CAM
261
ClariVest Asset Management
California
$10K
TWA
262
TCI Wealth Advisors
Arizona
$10K +$670 +14 +9%
HIIFS
263
Harel Insurance Investments & Financial Services
Israel
$9K +$8.14K +170 New
GAM
264
Gemmer Asset Management
California
$6K
SIM
265
Sonora Investment Management
Arizona
$6K
Millennium Management
266
Millennium Management
New York
$5.07K +$3.08M +64,270 +233%
ABC
267
Associated Banc-Corp
Wisconsin
$5K
CWC
268
Carolinas Wealth Consulting
North Carolina
$5K +$4.5K +94 New
PFBT
269
Parkside Financial Bank & Trust
Missouri
$4K
TFO
270
Tarbox Family Office
California
$4K
FHA
271
First Horizon Advisors
Tennessee
$3K -$1.15K -24 -28%
ACM
272
AUA Capital Management
Pennsylvania
$2K +$1.82K +38 New
BWA
273
BDO Wealth Advisors
Florida
$2K +$1.82K +38 New
FHC
274
First Horizon Corporation
Tennessee
$2K +$2.59K +54 New
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$1K -$9.19K -192 -85%

MTH Hedge Fund Activity: Q3 2020 in Review

279 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q3 2020, worth a combined $4.15B — up 47% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MTH positions and 38 closed out — a net gain of 23 holders — while 83 added to existing stakes and 105 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $46.4M. The largest seller was Echo Street Capital Management, exiting entirely with an estimated $57.4M sold.

  • 279 institutional investors held Meritage Homes (MTH) as of Q3 2020, up from 257 in Q2 2020.
  • Funds reported $4.15B of Meritage Homes stock for Q3 2020, up 47% quarter-over-quarter.
  • 61 funds opened new Meritage Homes positions in Q3 2020 and 38 closed out, a net change of +23 holders.
  • The largest Meritage Homes buyer in Q3 2020 was AllianceBernstein, an estimated $46.4M added.
  • The largest Meritage Homes seller in Q3 2020 was Echo Street Capital Management, an estimated $57.4M sold.

Based on aggregated 13F filings for Q3 2020.