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Meritage Homes

422 hedge funds and large institutions have $7.33B invested in Meritage Homes in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 143 increasing their positions, 149 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 48

33% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $11.4M

28% more capital invested

Capital invested by funds: $5.71B → $7.33B (+$1.62B)

7% more funds holding

Funds holding: 395422 (+27)

2.88% more ownership

Funds ownership: 194.09%196.96% (+2.9%)

4% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 149

Holders
422
Holders Change
+27
Holders Change %
+6.84%
% of All Funds
6.06%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
75
Increased
143
Reduced
149
Closed
48
Calls
$15.1M
Puts
$11.4M
Net Calls
+$3.74M
Net Calls Change
+$5.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
76
Bahl & Gaynor
Ohio
$13.8M +$943K +9,988 +8%
SNB
77
Security National Bank
Nebraska
$12.2M
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.9M +$6.89M +72,932 +171%
MIIM
79
Mesirow Institutional Investment Management
Illinois
$10.8M -$187K -1,976 -2%
BC
80
Burney Company
Virginia
$10.7M +$5.39M +57,128 +120%
Renaissance Technologies
81
Renaissance Technologies
New York
$10.5M -$9.78M -103,600 -50%
Pictet Asset Management
82
Pictet Asset Management
Switzerland
$10.2M +$77.8K +824 +0.8%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$10.1M -$75.5K -800 -0.8%
Allspring Global Investments
84
Allspring Global Investments
North Carolina
$9.75M +$2.18M +23,116 +32%
MWM
85
Moran Wealth Management
Florida
$9.61M -$366K -3,880 -4%
SEI Investments
86
SEI Investments
Pennsylvania
$8.88M +$4.29M +45,480 +111%
Canada Life
87
Canada Life
Manitoba, Canada
$8.71M -$399K -4,228 -5%
RA
88
Royce & Associates
New York
$8.55M -$540K -5,724 -6%
UBS Group
89
UBS Group
Switzerland
$7.9M -$1.05M -11,084 -13%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$7.82M -$83.5K -884 -1%
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$7.52M +$82.1K +870 +1%
UM
92
UniSuper Management
Australia
$7.45M -$1.36M -14,410 -17%
LG
93
Leuthold Group
Minnesota
$7.22M -$387K -4,094 -5%
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$7.12M -$177K -1,872 -3%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$7.05M -$297K -3,148 -4%
LCG
96
Lisanti Capital Growth
New York
$6.97M +$6.42M +68,010 New
SBH
97
Segall Bryant & Hamill
Illinois
$6.89M -$36.6K -388 -0.6%
P2P
98
Phase 2 Partners
California
$6.83M +$6.29M +66,598 New
SCM
99
Sterling Capital Management
North Carolina
$6.73M +$6.19M +65,612 New
CG
100
Castellan Group
Kentucky
$6.56M +$286K +3,032 +5%

MTH Hedge Fund Activity: Q3 2024 in Review

422 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q3 2024, worth a combined $7.33B — up 28% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MTH positions and 48 closed out — a net gain of 27 holders — while 143 added to existing stakes and 149 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $102M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $98.9M.

  • 422 institutional investors held Meritage Homes (MTH) as of Q3 2024, up from 395 in Q2 2024.
  • Funds reported $7.33B of Meritage Homes stock for Q3 2024, up 28% quarter-over-quarter.
  • 75 funds opened new Meritage Homes positions in Q3 2024 and 48 closed out, a net change of +27 holders.
  • The largest Meritage Homes buyer in Q3 2024 was Balyasny Asset Management, an estimated $102M added.
  • The largest Meritage Homes seller in Q3 2024 was Fuller & Thaler Asset Management, an estimated $98.9M sold.

Based on aggregated 13F filings for Q3 2024.