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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
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$4.05K
AF
377
Allworth Financial
California
$3.99K
S
378
Sachetta
Massachusetts
$3.66K
NA
379
NewEdge Advisors
Louisiana
$3.56K
KFI
380
Key Financial Inc
Pennsylvania
$3.24K
CWC
381
Carolinas Wealth Consulting
North Carolina
$3.08K -$337 -4 -10%
CMBA
382
C.M. Bidwell & Associates
Hawaii
$2.91K
FFO
383
Fortitude Family Office
Arizona
$2.91K +$3.03K +36 New
LFA
384
LGT Financial Advisors
Texas
$2.75K +$2.86K +34 New
RIL
385
Rothschild Investment LLC
Illinois
$2.43K +$1.85K +22 +275%
EC
386
EdgeRock Capital
Colorado
$1.78K +$1.85K +22 New
IAIM
387
International Assets Investment Management
Florida
$1.78K +$1.85K +22 New
Jones Financial Companies
388
Jones Financial Companies
Missouri
$1.29K +$1.35K +16 New
ECM
389
Everence Capital Management
Indiana
$1.01K
HCP
390
Hexagon Capital Partners
Arkansas
$972
AF
391
Advisornet Financial
Minnesota
$809
Kayne Anderson Rudnick Investment Management
392
Kayne Anderson Rudnick Investment Management
California
$809
National Bank of Canada
393
National Bank of Canada
Quebec, Canada
$777
AWM
394
Abound Wealth Management
Tennessee
$486
TFM
395
TFC Financial Management
Massachusetts
$162 +$168 +2 New
LPC
396
Long Pond Capital
New York
-$32.3M -368,204 Closed
DCM
397
Driehaus Capital Management
Illinois
-$19.2M -219,364 Closed
N
398
Natixis
France
-$15.6M -177,400 Closed
WP
399
Woodline Partners
California
-$10.7M -122,212 Closed
VC
400
Vision Capital
Ontario, Canada
-$10.6M -120,350 Closed

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.