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Meritage Homes
MTH

348 hedge funds and large institutions have $4.4B invested in Meritage Homes in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 113 increasing their positions, 130 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 42

4% more funds holding

Funds holding: 336 → 348 (+12)

8.49% less ownership

Funds ownership: 203.25% → 194.77% (-8.5%)

13% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 130

17% less capital invested

Capital invested by funds: $5.29B → $4.4B (-$884M)

50% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $28.3M

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
5.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
57
Increased
113
Reduced
130
Closed
42
Calls
$14.2M
Puts
$28.3M
Net Calls
-$14.1M
Net Calls Change
-$16.4M

Top Buyers

Rank Fund Capital Flow
1
AIM
Artemis Investment Management
United Kingdom
+$24.2M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$22.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$20.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$20.1M
5
CSS
Cubist Systematic Strategies
Connecticut
+$20M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$34.4M
2
EARNEST Partners
EARNEST Partners
Georgia
-$30.2M
3
ESCM
Echo Street Capital Management
New York
-$27.5M
4
VNIM
Vaughan Nelson Investment Management
Texas
-$23.5M
5
BlackRock
BlackRock
New York
-$23.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
I
376
InceptionR
California
– -$229K -3,226 Closed
Vontobel Holding
377
Vontobel Holding
Switzerland
– -$224K -3,146 Closed
KCM
378
Kennedy Capital Management
Missouri
– -$219K -3,082 Closed
HH
379
Hilltop Holdings
Texas
– -$216K -3,030 Closed
OSAM
380
O'Shaughnessy Asset Management
Connecticut
– -$215K -3,018 Closed
MWM
381
Moulton Wealth Management
Washington
– -$214K -3,006 Closed
BBA
382
Baader Bank Aktiengesellschaft
Germany
– -$213K -3,000 Closed
Mercer Global Advisors
383
Mercer Global Advisors
Colorado
– -$213K -2,992 Closed
SRC
384
Sage Rhino Capital
California
– -$207K -2,904 Closed
VF
385
Virtu Financial
New York
– -$206K -2,902 Closed
CIP
386
Cornerstone Investment Partners
Georgia
– -$201K -2,822 Closed
HCM
387
Hollencrest Capital Management
California
– -$22K -320 Closed
DA
388
Denali Advisors
California
– -$3.41K -48 Closed
IA
389
IFP Advisors
Florida
– -$1.99K -28 Closed
2L
390
25 LLC
Missouri
– -$578 -8 Closed
12 13 14 15
16

MTH Hedge Fund Activity: Q3 2023 in Review

348 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q3 2023, worth a combined $4.4B — down 17% from $5.29B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new MTH positions and 42 closed out — a net gain of 15 holders — while 113 added to existing stakes and 130 trimmed.

The largest buyer was Artemis Investment Management, opening a new position worth an estimated $24.2M. The largest seller was Victory Capital Management, cutting an estimated $34.4M.

  • 348 institutional investors held Meritage Homes (MTH) as of Q3 2023, up from 336 in Q2 2023.
  • Funds reported $4.4B of Meritage Homes stock for Q3 2023, down 17% quarter-over-quarter.
  • 57 funds opened new Meritage Homes positions in Q3 2023 and 42 closed out, a net change of +15 holders.
  • The largest Meritage Homes buyer in Q3 2023 was Artemis Investment Management, an estimated $24.2M added.
  • The largest Meritage Homes seller in Q3 2023 was Victory Capital Management, an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2023.