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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
EWA
251
EverSource Wealth Advisors
Alabama
$26.5K -$39.7K -982 -63%
TWP
252
TFO Wealth Partners
Ohio
$24.7K +$18K +446 New
PFBT
253
Parkside Financial Bank & Trust
Missouri
$22.1K -$7.2K -178 -27%
SIC
254
Salem Investment Counselors
North Carolina
$17.5K
S
255
SignatureFD
Georgia
$16.6K +$6.63K +164 +84%
PMFA
256
Plante Moran Financial Advisors
Michigan
$15.2K
CFGS
257
Concourse Financial Group Securities
Alabama
$14.9K -$1.13K -28 -8%
IA
258
IFP Advisors
Florida
$12K
Barrow, Hanley, Mewhinney & Strauss
259
Barrow, Hanley, Mewhinney & Strauss
Texas
$11.5K
GRP
260
Global Retirement Partners
California
$11.5K
HNB
261
Huntington National Bank
Ohio
$10.3K +$8.98K +222 +11,100%
AssetMark Inc
262
AssetMark Inc
California
$10.2K +$81 +2 +0.9%
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
$10K -$2.91K -72 -25%
LC
264
Lindbrook Capital
California
$9.4K +$6.55K +162 +386%
CWP
265
Concord Wealth Partners
Virginia
$7.47K +$6.55K +162 New
TWA
266
TCI Wealth Advisors
Arizona
$7.38K -$14.7K -364 -69%
VCM
267
Versant Capital Management
Arizona
$6.73K +$2.27K +56 +62%
ASN
268
Advisory Services Network
Georgia
$5.62K +$4.93K +122 New
FFA
269
Farther Finance Advisors
California
$5.25K +$4.61K +114 New
FCMT
270
Founders Capital Management (Texas)
Texas
$5K
CAM
271
ClariVest Asset Management
California
$4K
BIA
272
Bell Investment Advisors
California
$3.78K +$2.51K +62 +310%
CWC
273
Carolinas Wealth Consulting
North Carolina
$3.5K -$1.05K -26 -25%
CS
274
Comerica Securities
Michigan
$3.23K +$2.83K +70 New
ACM
275
AUA Capital Management
Pennsylvania
$2.77K -$1.46K -36 -38%

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.