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Meritage Homes

366 hedge funds and large institutions have $6.21B invested in Meritage Homes in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 118 increasing their positions, 150 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $10M | Put options by funds: $8.35M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $6.29B → $6.21B (-$81.3M)

4% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 53

1% less funds holding

Funds holding: 370366 (-4)

2.37% less ownership

Funds ownership: 198.25%195.88% (-2.4%)

21% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 150

Holders
366
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
5.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
118
Reduced
150
Closed
53
Calls
$10M
Puts
$8.35M
Net Calls
+$1.69M
Net Calls Change
+$6.74M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
276
Carmel Capital Partners
California
$272K
DC
277
Davenport & Co
Virginia
$272K +$5.34K +66 +2%
Neuberger Berman Group
278
Neuberger Berman Group
New York
$272K -$588K -7,268 -70%
KCM
279
Kennedy Capital Management
Missouri
$270K
BC
280
Bridgefront Capital
Texas
$265K +$244K +3,020 New
MWM
281
Moulton Wealth Management
Washington
$265K
PCIA
282
Prime Capital Investment Advisors
Kansas
$262K +$6.8K +84 +3%
ONGA
283
O'Neil Global Advisors
California
$240K +$221K +2,730 New
DB
284
Danske Bank
Denmark
$235K +$217K +2,676 New
PAS
285
Park Avenue Securities
New York
$231K -$62K -766 -23%
TRCT
286
Tower Research Capital (TRC)
New York
$230K -$1.65M -20,380 -89%
CFM
287
Catalyst Funds Management
Australia
$228K +$210K +2,600 New
CG
288
Caprock Group
Idaho
$220K +$4.21K +52 +2%
PCM
289
Palouse Capital Management
Washington
$218K -$11.3K -140 -5%
SOW
290
State of Wyoming
Wyoming
$217K -$44.5K -550 -18%
William Blair & Company
291
William Blair & Company
Illinois
$215K +$199K +2,456 New
DWM
292
Dakota Wealth Management
Florida
$214K -$71.4K -882 -27%
MG
293
Marex Group
$203K +$187K +2,310 New
SAM
294
Smartleaf Asset Management
Massachusetts
$201K +$188K +2,328 New
FCA
295
FinTrust Capital Advisors
South Carolina
$186K
CI Investments Inc
296
CI Investments Inc
Ontario, Canada
$178K -$190K -2,346 -54%
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$170K +$40.6K +502 +35%
TPCW
298
TD Private Client Wealth
New York
$159K +$45.5K +562 +45%
KBC Group
299
KBC Group
Belgium
$146K
BTI
300
Blue Trust Inc
Georgia
$145K +$32.4K +400 +32%

MTH Hedge Fund Activity: Q1 2024 in Review

366 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q1 2024, worth a combined $6.21B — down 1.3% from $6.29B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of MTH and 51 opened new positions — a net loss of 2 holders — while 150 trimmed existing stakes and 118 added.

The largest buyer was Millennium Management, adding an estimated $41.5M. The largest seller was Pacer Advisors, exiting entirely with an estimated $136M sold.

  • 366 institutional investors held Meritage Homes (MTH) as of Q1 2024, down from 370 in Q4 2023.
  • Funds reported $6.21B of Meritage Homes stock for Q1 2024, down 1.3% quarter-over-quarter.
  • 51 funds opened new Meritage Homes positions in Q1 2024 and 53 closed out, a net change of -2 holders.
  • The largest Meritage Homes buyer in Q1 2024 was Millennium Management, an estimated $41.5M added.
  • The largest Meritage Homes seller in Q1 2024 was Pacer Advisors, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2024.