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Meritage Homes
MTH

159 hedge funds and large institutions have $1.69B invested in Meritage Homes in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

15% more capital invested

Capital invested by funds: $1.47B → $1.69B (+$217M)

3% more funds holding

Funds holding: 154 → 159 (+5)

6% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 49

0.68% more ownership

Funds ownership: 197.67% → 198.35% (+0.68%)

56% less call options, than puts

Call options by funds: $8.36M | Put options by funds: $19.2M

Holders
159
Holders Change
+5
Holders Change %
+3.25%
% of All Funds
3.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
52
Reduced
49
Closed
21
Calls
$8.36M
Puts
$19.2M
Net Calls
-$10.8M
Net Calls Change
-$2.64M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$22.1M
2
EARNEST Partners
EARNEST Partners
Georgia
+$13.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$7.73M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$5.08M
5
Bank of America
Bank of America
North Carolina
+$4.76M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.3M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.2M
3
KCM
Kennedy Capital Management
Missouri
-$7.18M
4
Sanders Capital
Sanders Capital
Florida
-$5.59M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$4.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$12.4M +$252K +12,720 +2%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$12.3M -$4.46M -224,554 -28%
Bank of America
28
Bank of America
North Carolina
$11.1M +$4.76M +239,982 +84%
Charles Schwab
29
Charles Schwab
California
$10.5M +$939K +47,324 +10%
Ameriprise
30
Ameriprise
Minnesota
$9.07M +$138K +6,932 +2%
Wells Fargo
31
Wells Fargo
California
$8.63M +$2.55M +128,600 +46%
EMFAT
32
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.58M – – –
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$6.64M -$200K -10,080 -3%
GF
34
Gabelli Funds
New York
$6.33M – – –
JIR
35
James Investment Research
Ohio
$6.31M +$294K +14,800 +5%
TCIM
36
TIAA CREF Investment Management
New York
$5.87M +$55.4K +2,794 +1%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$5.4M +$5.08M +256,000 New
PC
38
PM Capital
Australia
$4.51M -$643K -32,400 -13%
Invesco
39
Invesco
Georgia
$4.34M -$84K -4,234 -2%
LG
40
Leuthold Group
Minnesota
$4.34M +$4.08M +205,782 New
APCM
41
Arbiter Partners Capital Management
New York
$4.24M +$3.99M +200,930 New
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$3.96M -$12.2M -612,996 -77%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$3.95M -$15.9K -800 -0.4%
Prudential Financial
44
Prudential Financial
New Jersey
$3.88M +$1.07M +54,080 +42%
GC
45
Guggenheim Capital
Illinois
$3.54M -$804K -40,496 -19%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$3.35M -$5.87K -296 -0.2%
Deutsche Bank
47
Deutsche Bank
Germany
$3.29M +$2.32M +116,956 +300%
Legal & General Group
48
Legal & General Group
United Kingdom
$3.25M +$255K +12,866 +9%
TA
49
Teachers Advisors
New York
$3.22M +$85.4K +4,302 +3%
PPA
50
Parametric Portfolio Associates
Washington
$3.15M -$675K -34,000 -19%
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MTH Hedge Fund Activity: Q2 2017 in Review

159 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q2 2017, worth a combined $1.69B — up 15% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MTH positions and 21 closed out — a net gain of 5 holders — while 52 added to existing stakes and 49 trimmed.

The largest buyer was Millennium Management, adding an estimated $22.1M. The largest seller was Fidelity Investments, cutting an estimated $25.3M.

  • 159 institutional investors held Meritage Homes (MTH) as of Q2 2017, up from 154 in Q1 2017.
  • Funds reported $1.69B of Meritage Homes stock for Q2 2017, up 15% quarter-over-quarter.
  • 26 funds opened new Meritage Homes positions in Q2 2017 and 21 closed out, a net change of +5 holders.
  • The largest Meritage Homes buyer in Q2 2017 was Millennium Management, an estimated $22.1M added.
  • The largest Meritage Homes seller in Q2 2017 was Fidelity Investments, an estimated $25.3M sold.

Based on aggregated 13F filings for Q2 2017.