We are live on ! Find out more
MTH icon

Meritage Homes

395 hedge funds and large institutions have $5.71B invested in Meritage Homes in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 43

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

8% more funds holding

Funds holding: 366395 (+29)

1.79% less ownership

Funds ownership: 195.88%194.09% (-1.8%)

8% less capital invested

Capital invested by funds: $6.21B → $5.71B (-$507M)

15% less call options, than puts

Call options by funds: $7.77M | Put options by funds: $9.18M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
395
Holders Change
+29
Holders Change %
+7.92%
% of All Funds
5.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
75
Increased
143
Reduced
127
Closed
43
Calls
$7.77M
Puts
$9.18M
Net Calls
-$1.41M
Net Calls Change
-$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
276
Daiwa Securities Group
Japan
$340K
AWA
277
Arkadios Wealth Advisors
Georgia
$325K +$6.39K +76 +2%
WWM
278
WJ Wealth Management
Arizona
$324K +$337K +4,000 New
Cerity Partners
279
Cerity Partners
New York
$319K -$139K -1,648 -29%
PA
280
Profund Advisors
Maryland
$310K -$30.3K -360 -9%
Sumitomo Mitsui Trust Group
281
Sumitomo Mitsui Trust Group
Japan
$308K
CPC
282
Cookson Peirce & Co
Pennsylvania
$306K +$318K +3,784 New
CT
283
ClearAlpha Technologies
Connecticut
$300K +$311K +3,702 New
AA
284
AlphaMark Advisors
Kentucky
$298K +$15.8K +188 +5%
MWPCG
285
Measured Wealth Private Client Group
New Hampshire
$277K -$194K -2,306 -40%
IC
286
Innealta Capital
Texas
$276K -$4.71K -56 -2%
DC
287
Davenport & Co
Virginia
$275K +$25.4K +302 +10%
SFA
288
Sequoia Financial Advisors
Ohio
$272K -$1.18K -14 -0.4%
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$259K +$269K +3,200 New
State Board of Administration of Florida Retirement System
290
State Board of Administration of Florida Retirement System
Florida
$259K -$135K -1,600 -33%
LWAM
291
Legacy Wealth Asset Management
Minnesota
$256K +$4.21K +50 +2%
FBT
292
First Bank & Trust
South Dakota
$254K
CCP
293
Carmel Capital Partners
California
$251K -$168 -2 -0.1%
KCM
294
Kennedy Capital Management
Missouri
$249K
AI
295
Atria Investments
North Carolina
$248K +$258K +3,066 New
SCM
296
Shelton Capital Management
Colorado
$246K -$22.5K -268 -8%
PCMC
297
Paragon Capital Management (Colorado)
Colorado
$246K +$256K +3,042 New
Capstone Investment Advisors
298
Capstone Investment Advisors
New York
$245K +$254K +3,022 New
MWM
299
Moulton Wealth Management
Washington
$242K +$2.19K +26 +0.9%
GFA
300
Gallagher Fiduciary Advisors
Illinois
$241K +$251K +2,980 New

MTH Hedge Fund Activity: Q2 2024 in Review

395 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q2 2024, worth a combined $5.71B — down 8.2% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MTH positions and 43 closed out — a net gain of 32 holders — while 143 added to existing stakes and 127 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $54.8M. The largest seller was Wellington Management Group, cutting an estimated $42.2M.

  • 395 institutional investors held Meritage Homes (MTH) as of Q2 2024, up from 366 in Q1 2024.
  • Funds reported $5.71B of Meritage Homes stock for Q2 2024, down 8.2% quarter-over-quarter.
  • 75 funds opened new Meritage Homes positions in Q2 2024 and 43 closed out, a net change of +32 holders.
  • The largest Meritage Homes buyer in Q2 2024 was Citadel Advisors, an estimated $54.8M added.
  • The largest Meritage Homes seller in Q2 2024 was Wellington Management Group, an estimated $42.2M sold.

Based on aggregated 13F filings for Q2 2024.