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Meritage Homes
MTH

289 hedge funds and large institutions have $3.5B invested in Meritage Homes in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 112 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $8.68M

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

2% more capital invested

Capital invested by funds: $3.44B → $3.5B (+$56.6M)

0% more funds holding

Funds holding: 289 → 289 (0)

1.9% less ownership

Funds ownership: 193.87% → 191.96% (-1.9%)

19% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 112

Holders
289
Holders Change
–
Holders Change %
0%
% of All Funds
5.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
91
Reduced
112
Closed
35
Calls
$13.2M
Puts
$8.68M
Net Calls
+$4.56M
Net Calls Change
+$9M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$47.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$45.8M
3
Millennium Management
Millennium Management
New York
+$24.5M
4
Victory Capital Management
Victory Capital Management
Texas
+$11.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$6.72M

Top Sellers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
-$41.2M
2
Goldman Sachs
Goldman Sachs
New York
-$28.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.1M
4
Morgan Stanley
Morgan Stanley
New York
-$11.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
51
Muhlenkamp & Co
Pennsylvania
$9.37M -$16.9K -328 -0.2%
RA
52
Royce & Associates
New York
$9.05M +$1.66M +32,226 +21%
American Century Companies
53
American Century Companies
Missouri
$9.02M +$1.8M +34,902 +23%
Truist Financial
54
Truist Financial
North Carolina
$8.85M -$19.7K -382 -0.2%
Hotchkis & Wiley Capital Management
55
Hotchkis & Wiley Capital Management
California
$8.39M -$1.52M -29,490 -15%
HAI
56
Hennessy Advisors Inc
California
$8.26M -$556K -10,800 -6%
Swiss National Bank
57
Swiss National Bank
Switzerland
$8.12M +$103K +2,000 +1%
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.38M -$670K -13,004 -8%
WCM
59
Wedge Capital Management
North Carolina
$7.29M -$445K -8,636 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
60
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.51M +$3.75M +72,800 +119%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$6.47M -$459K -8,918 -6%
CC
62
Carlson Capital
Texas
$6.26M -$3.89M -75,600 -37%
Comerica Bank
63
Comerica Bank
Texas
$5.67M -$213K -4,144 -4%
Citigroup
64
Citigroup
New York
$5.18M -$5.17M -100,462 -48%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$4.96M -$54.4K -1,056 -1%
First Trust Advisors
66
First Trust Advisors
Illinois
$4.86M -$793K -15,404 -13%
BGIM
67
Brandywine Global Investment Management
Pennsylvania
$4.82M +$5.12M +99,378 New
UBS AM
68
UBS AM
Illinois
$4.54M +$48.7K +946 +1%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$4.54M +$1.22M +23,724 +34%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$4.4M +$423K +8,208 +10%
LG
71
Leuthold Group
Minnesota
$4.32M +$11.5K +224 +0.3%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$4.29M +$4.56M +88,452 New
TAM
73
Trillium Asset Management
Massachusetts
$4.18M +$519K +10,070 +13%
WT
74
Whittier Trust
California
$4.13M +$2.21M +42,946 +102%
Acadian Asset Management
75
Acadian Asset Management
Massachusetts
$4.13M -$6.63M -128,826 -60%
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MTH Hedge Fund Activity: Q3 2021 in Review

289 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q3 2021, worth a combined $3.5B — up 1.6% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new MTH positions and 35 closed out — a net gain of 4 holders — while 91 added to existing stakes and 112 trimmed.

The largest buyer was BlackRock, adding an estimated $47.9M. The largest seller was Phoenix Financial, exiting entirely with an estimated $41.2M sold.

  • 289 institutional investors held Meritage Homes (MTH) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $3.5B of Meritage Homes stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 39 funds opened new Meritage Homes positions in Q3 2021 and 35 closed out, a net change of +4 holders.
  • The largest Meritage Homes buyer in Q3 2021 was BlackRock, an estimated $47.9M added.
  • The largest Meritage Homes seller in Q3 2021 was Phoenix Financial, an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2021.