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Meritage Homes

257 hedge funds and large institutions have $2.82B invested in Meritage Homes in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 74 increasing their positions, 98 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

114% more call options, than puts

Call options by funds: $12M | Put options by funds: $5.59M

107% more capital invested

Capital invested by funds: $1.36B → $2.82B (+$1.46B)

78% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 32

9% more funds holding

Funds holding: 235257 (+22)

1.47% less ownership

Funds ownership: 198.46%196.98% (-1.5%)

24% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 98

Holders
257
Holders Change
+22
Holders Change %
+9.36%
% of All Funds
5.27%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
57
Increased
74
Reduced
98
Closed
32
Calls
$12M
Puts
$5.59M
Net Calls
+$6.39M
Net Calls Change
+$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$25.3M -$322K -10,916 -2%
Morgan Stanley
27
Morgan Stanley
New York
$23.3M +$9.5M +321,656 +110%
Principal Financial Group
28
Principal Financial Group
Iowa
$22M -$110K -3,718 -0.6%
PAM
29
Panagora Asset Management
Massachusetts
$20.8M +$290K +9,824 +2%
Wells Fargo
30
Wells Fargo
California
$19.2M -$2.66M -90,210 -15%
Ameriprise
31
Ameriprise
Minnesota
$17.4M -$1.61M -54,486 -11%
Man Group
32
Man Group
United Kingdom
$17.2M -$7.23M -244,700 -35%
Allianz Asset Management
33
Allianz Asset Management
Germany
$16.7M -$5.95M -201,514 -32%
SAM
34
Scopus Asset Management
New York
$16.4M +$12.7M +430,000 New
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$13.9M +$53.2K +1,800 +0.5%
Deutsche Bank
36
Deutsche Bank
Germany
$13.4M -$11.4M -386,214 -52%
DGHMC
37
Dalton, Greiner, Hartman, Maher & Co
New York
$13.1M -$1.23M -41,778 -11%
PPA
38
Parametric Portfolio Associates
Washington
$12.3M +$140K +4,728 +1%
Invesco
39
Invesco
Georgia
$12M -$2.49M -84,334 -21%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$11.1M -$108K -3,652 -1%
Citadel Advisors
41
Citadel Advisors
Florida
$10.4M +$4.46M +151,042 +123%
Victory Capital Management
42
Victory Capital Management
Texas
$10.3M -$9.12M -308,710 -53%
HAI
43
Hennessy Advisors Inc
California
$10.2M -$650K -22,000 -8%
BCM
44
Bridgeway Capital Management
Texas
$9.94M -$1.89M -64,000 -20%
Legal & General Group
45
Legal & General Group
United Kingdom
$9.79M +$294K +9,944 +4%
Truist Financial
46
Truist Financial
North Carolina
$9.67M -$876K -29,660 -10%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$9.5M +$1.79M +60,672 +33%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$9.33M -$691K -23,400 -9%
MC
49
Muhlenkamp & Co
Pennsylvania
$9M +$6.98M +236,374 New
AQR Capital Management
50
AQR Capital Management
Connecticut
$8.33M -$795K -26,926 -11%

MTH Hedge Fund Activity: Q2 2020 in Review

257 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q2 2020, worth a combined $2.82B — up 107% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new MTH positions and 32 closed out — a net gain of 25 holders — while 74 added to existing stakes and 98 trimmed.

The largest buyer was Echo Street Capital Management, adding an estimated $25.8M. The largest seller was Millennium Management, cutting an estimated $27.4M.

  • 257 institutional investors held Meritage Homes (MTH) as of Q2 2020, up from 235 in Q1 2020.
  • Funds reported $2.82B of Meritage Homes stock for Q2 2020, up 107% quarter-over-quarter.
  • 57 funds opened new Meritage Homes positions in Q2 2020 and 32 closed out, a net change of +25 holders.
  • The largest Meritage Homes buyer in Q2 2020 was Echo Street Capital Management, an estimated $25.8M added.
  • The largest Meritage Homes seller in Q2 2020 was Millennium Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2020.