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Meritage Homes

287 hedge funds and large institutions have $3.13B invested in Meritage Homes in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 97 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

24% more call options, than puts

Call options by funds: $5.63M | Put options by funds: $4.53M

24% more capital invested

Capital invested by funds: $2.53B → $3.13B (+$603M)

6% more funds holding

Funds holding: 272287 (+15)

8% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 97

2.47% less ownership

Funds ownership: 196.79%194.32% (-2.5%)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
287
Holders Change
+15
Holders Change %
+5.51%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
52
Increased
105
Reduced
97
Closed
33
Calls
$5.63M
Puts
$4.53M
Net Calls
+$1.1M
Net Calls Change
-$7.59M
Name Holding Trade Value Shares
Change
Change in
Stake
LPC
26
Long Pond Capital
New York
$23.8M +$20.8M +515,226 New
NPIC
27
Neumeier Poma Investment Counsel
California
$23.3M +$20.5M +506,400 New
Wellington Management Group
28
Wellington Management Group
Massachusetts
$23.2M -$1.28M -31,608 -6%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$22.5M -$6.13M -151,594 -24%
Franklin Resources
30
Franklin Resources
California
$21.8M +$49.5K +1,224 +0.3%
LSV Asset Management
31
LSV Asset Management
Illinois
$21.7M -$501K -12,400 -3%
JP Morgan Chase
32
JP Morgan Chase
New York
$20.9M +$632K +15,624 +4%
Invesco
33
Invesco
Georgia
$19.6M +$2.42M +59,782 +16%
GA
34
GRS Advisors
Illinois
$16.9M +$306K +7,578 +2%
VNIM
35
Vaughan Nelson Investment Management
Texas
$16.6M -$125K -3,090 -0.9%
Wells Fargo
36
Wells Fargo
California
$16.4M -$1.49M -36,870 -9%
Swedbank
37
Swedbank
Sweden
$15M -$576K -14,246 -4%
Allianz Asset Management
38
Allianz Asset Management
Germany
$14M -$140K -3,456 -1%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$14M -$56.2M -1,389,782 -82%
PCM
40
Palouse Capital Management
Washington
$12.7M +$187K +4,622 New
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$12.3M -$184K -4,556 -2%
American Century Companies
42
American Century Companies
Missouri
$11M +$7.01M +173,446 +265%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$10.9M +$6.53M +161,528 +213%
Prudential Financial
44
Prudential Financial
New Jersey
$10.8M -$306K -7,558 -3%
N
45
Nuveen
North Carolina
$10.8M -$514K -12,698 -5%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$10.8M +$432K +10,694 +5%
Deutsche Bank
47
Deutsche Bank
Germany
$10.7M +$290K +7,164 +3%
Legal & General Group
48
Legal & General Group
United Kingdom
$9.98M +$155K +3,836 +2%
WCM
49
Woodson Capital Management
Connecticut
$8.3M -$809K -20,000 -10%
Swiss National Bank
50
Swiss National Bank
Switzerland
$8.14M +$105K +2,600 +1%

MTH Hedge Fund Activity: Q4 2022 in Review

287 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q4 2022, worth a combined $3.13B — up 24% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MTH positions and 33 closed out — a net gain of 19 holders — while 105 added to existing stakes and 97 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $28.6M. The largest seller was Balyasny Asset Management, cutting an estimated $56.2M.

  • 287 institutional investors held Meritage Homes (MTH) as of Q4 2022, up from 272 in Q3 2022.
  • Funds reported $3.13B of Meritage Homes stock for Q4 2022, up 24% quarter-over-quarter.
  • 52 funds opened new Meritage Homes positions in Q4 2022 and 33 closed out, a net change of +19 holders.
  • The largest Meritage Homes buyer in Q4 2022 was Capital World Investors, an estimated $28.6M added.
  • The largest Meritage Homes seller in Q4 2022 was Balyasny Asset Management, an estimated $56.2M sold.

Based on aggregated 13F filings for Q4 2022.