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Meritage Homes

279 hedge funds and large institutions have $2.65B invested in Meritage Homes in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 111 increasing their positions, 95 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $6.35M | Put options by funds: $4.08M

17% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 95

6.36% less ownership

Funds ownership: 191.72%185.36% (-6.4%)

11% less funds holding

Funds holding: 313279 (-34)

39% less capital invested

Capital invested by funds: $4.36B → $2.65B (-$1.71B)

45% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 74

Holders
279
Holders Change
-34
Holders Change %
-10.86%
% of All Funds
4.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
111
Reduced
95
Closed
74
Calls
$6.35M
Puts
$4.08M
Net Calls
+$2.27M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
51
Carlson Capital
Texas
$7.02M +$4.44M +90,940 +105%
Swiss National Bank
52
Swiss National Bank
Switzerland
$6.99M +$518K +10,600 +6%
BCM
53
Basswood Capital Management
New York
$6.73M -$10.5M -215,364 -56%
SSA
54
Schonfeld Strategic Advisors
New York
$6.67M +$3.87M +79,288 +89%
Victory Capital Management
55
Victory Capital Management
Texas
$6.38M -$73M -1,494,578 -91%
Barclays
56
Barclays
United Kingdom
$6.33M -$3.02M -61,832 -28%
Truist Financial
57
Truist Financial
North Carolina
$6.24M -$504K -10,312 -6%
SDIC
58
South Dakota Investment Council
South Dakota
$6.18M +$5.17M +105,888 +211%
WCM
59
Wedge Capital Management
North Carolina
$5.53M +$34K +696 +0.5%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.52M -$620K -12,700 -8%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$5.28M
Skandinaviska Enskilda Banken (SEB)
62
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.23M +$5.81M +119,000 +915%
Holocene Advisors
63
Holocene Advisors
New York
$4.95M +$5.16M +105,690 +550%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$4.92M +$412K +8,442 +7%
BGIM
65
Brandywine Global Investment Management
Pennsylvania
$4.48M +$673K +13,774 +14%
Comerica Bank
66
Comerica Bank
Texas
$4.36M -$89.5K -1,832 -2%
Citigroup
67
Citigroup
New York
$4.23M -$40.7K -834 -0.8%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$4.23M -$1.51M -30,954 -22%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$4.19M +$396K +8,108 +8%
UBS AM
70
UBS AM
Illinois
$3.92M +$624K +12,778 +15%
PAM
71
Panagora Asset Management
Massachusetts
$3.91M -$10.4M -212,652 -68%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$3.81M -$375K -7,672 -7%
WT
73
Whittier Trust
California
$3.79M +$274K +5,602 +6%
Los Angeles Capital Management
74
Los Angeles Capital Management
California
$3.74M +$73.1K +1,496 +2%
LG
75
Leuthold Group
Minnesota
$3.44M -$13.8K -282 -0.3%

MTH Hedge Fund Activity: Q1 2022 in Review

279 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q1 2022, worth a combined $2.65B — down 39% from $4.36B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of MTH and 41 opened new positions — a net loss of 33 holders — while 95 trimmed existing stakes and 111 added.

The largest buyer was Balyasny Asset Management, adding an estimated $35.4M. The largest seller was Victory Capital Management, cutting an estimated $73M.

  • 279 institutional investors held Meritage Homes (MTH) as of Q1 2022, down from 313 in Q4 2021.
  • Funds reported $2.65B of Meritage Homes stock for Q1 2022, down 39% quarter-over-quarter.
  • 41 funds opened new Meritage Homes positions in Q1 2022 and 74 closed out, a net change of -33 holders.
  • The largest Meritage Homes buyer in Q1 2022 was Balyasny Asset Management, an estimated $35.4M added.
  • The largest Meritage Homes seller in Q1 2022 was Victory Capital Management, an estimated $73M sold.

Based on aggregated 13F filings for Q1 2022.