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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
Barclays
51
Barclays
United Kingdom
$8.06M +$3.36M +83,034 +91%
BGIM
52
Brandywine Global Investment Management
Pennsylvania
$7.94M -$217K -5,374 -3%
SDIC
53
South Dakota Investment Council
South Dakota
$7.93M -$165K -4,076 -2%
WCM
54
Wedge Capital Management
North Carolina
$7.77M -$1.72M -42,482 -20%
Arrowstreet Capital
55
Arrowstreet Capital
Massachusetts
$7.58M +$6.65M +164,410 New
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$7.22M -$50K -1,236 -0.8%
BC
57
Brookfield Corp
Ontario, Canada
$6.67M +$2.45M +60,672 +72%
MCM
58
Moore Capital Management
New York
$6.54M +$5.73M +141,762 New
PAM
59
Panagora Asset Management
Massachusetts
$6.34M +$2.16M +53,290 +63%
Truist Financial
60
Truist Financial
North Carolina
$6.28M -$982K -24,286 -15%
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.13M -$40K -990 -0.7%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$5.93M -$341K -8,424 -6%
Hotchkis & Wiley Capital Management
63
Hotchkis & Wiley Capital Management
California
$5.59M +$493K +12,200 +11%
Skandinaviska Enskilda Banken (SEB)
64
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.55M
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$5.44M -$83.2K -2,058 -2%
Allspring Global Investments
66
Allspring Global Investments
North Carolina
$5.41M +$453K +11,190 +11%
AQR Capital Management
67
AQR Capital Management
Connecticut
$5.23M -$766K -18,942 -14%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$5.18M -$1.25M -30,960 -22%
AllianceBernstein
69
AllianceBernstein
Tennessee
$4.94M +$19.5K +482 +0.5%
Comerica Bank
70
Comerica Bank
Texas
$4.85M -$835K -20,644 -18%
CC
71
Carlson Capital
Texas
$4.74M -$8.22M -203,260 -66%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$4.74M -$49K -1,212 -1%
First Trust Advisors
73
First Trust Advisors
Illinois
$4.59M -$1.84M -45,376 -31%
KCM
74
Kennedy Capital Management
Missouri
$4.49M -$229K -5,662 -5%
MWM
75
Moran Wealth Management
Florida
$4.46M +$3.91M +96,714 New

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.