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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
FMII
276
Farmers & Merchants Investments Inc
Nebraska
$2.58K +$243 +6 +12%
DA
277
Denali Advisors
California
$2.03K +$162 +4 +10%
PA
278
Parallel Advisors
California
$1.66K
WTC
279
WhitTier Trust Company
Nevada
$1.66K
KFI
280
Key Financial Inc
Pennsylvania
$1.41K
CYG
281
Clean Yield Group
Vermont
$1.01K
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$1K
ECM
283
Everence Capital Management
Indiana
$563
CFFP
284
Center for Financial Planning
Michigan
$184 +$162 +4 New
NA
285
NewEdge Advisors
Louisiana
$184 +$162 +4 New
FGAM
286
Financial Gravity Asset Management
Texas
$124 +$7.44K +184 New
AF
287
Allworth Financial
California
$92 -$81 -2 -50%
WM
288
Wishbone Management
Illinois
-$20.5M -583,058 Closed
AWAM
289
Appian Way Asset Management
New York
-$17.8M -506,438 Closed
Alyeska Investment Group
290
Alyeska Investment Group
Illinois
-$14.8M -420,966 Closed
VM
291
Varde Management
Minnesota
-$9.67M -275,200 Closed
Boston Partners
292
Boston Partners
Massachusetts
-$8.89M -250,160 Closed
UOC
293
UBS O'Connor
Illinois
-$6.5M -184,932 Closed
IAM
294
Impala Asset Management
Florida
-$3.51M -100,000 Closed
Susquehanna International Group
295
Susquehanna International Group
Pennsylvania
-$2.24M -55,362 Closed
Man Group
296
Man Group
United Kingdom
-$1.66M -47,276 Closed
BA
297
Bridgewater Associates
Connecticut
-$1.57M -44,662 Closed
E
298
Ergoteles
New York
-$1.22M -34,776 Closed
VF
299
Virtu Financial
New York
-$1.08M -30,624 Closed
RA
300
Royce & Associates
New York
-$1.05M -29,814 Closed

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.