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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
PMFA
326
Plante Moran Financial Advisors
Michigan
$29K
SPIA
327
Steward Partners Investment Advisory
New York
$23.2K
AAM
328
Advisors Asset Management
Colorado
$21.9K +$20.2K +250 New
Bessemer Group
329
Bessemer Group
New Jersey
$21K
CA
330
CoreCap Advisors
Michigan
$20.2K +$18.6K +230 New
AssetMark Inc
331
AssetMark Inc
California
$19.7K -$3.07K -38 -15%
CFB
332
Cullen/Frost Bankers
Texas
$17.5K
CTC
333
Central Trust Company
Missouri
$12.3K
Mitsubishi UFJ Asset Management
334
Mitsubishi UFJ Asset Management
Japan
$10.4K
EBA
335
Eagle Bay Advisors
New York
$10.4K +$9.55K +118 New
HWA
336
HHM Wealth Advisors
Tennessee
$10K
FCMT
337
Founders Capital Management (Texas)
Texas
$9.83K
GRP
338
Global Retirement Partners
California
$9.51K -$809 -10 -8%
PWMG
339
Private Wealth Management Group
New Jersey
$8.77K
BIA
340
Bell Investment Advisors
California
$8.6K
CTC
341
Cetera Trust Company
Minnesota
$8.07K
MCM
342
Manchester Capital Management
Vermont
$7.54K +$3.88K +48 +126%
CAM
343
ClariVest Asset Management
California
$6.49K
AWM
344
Avior Wealth Management
Nebraska
$6.32K +$5.83K +72 New
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$4.39K
HT
346
Headlands Technologies
Illinois
$4.21K +$3.88K +48 New
NA
347
NewEdge Advisors
Louisiana
$3.86K
CWC
348
Carolinas Wealth Consulting
North Carolina
$3.7K -$162 -2 -5%
AF
349
Allworth Financial
California
$3.69K -$162 -2 -5%
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$3.51K -$5.83K -72 -64%

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.