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Meritage Homes
MTH

313 hedge funds and large institutions have $4.36B invested in Meritage Homes in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 99 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $6.08M

82% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 33

25% more capital invested

Capital invested by funds: $3.5B → $4.36B (+$860M)

8% more funds holding

Funds holding: 289 → 313 (+24)

0.25% less ownership

Funds ownership: 191.96% → 191.72% (-0.25%)

16% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 118

Holders
313
Holders Change
+24
Holders Change %
+8.3%
% of All Funds
4.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
60
Increased
99
Reduced
118
Closed
33
Calls
$23.5M
Puts
$6.08M
Net Calls
+$17.4M
Net Calls Change
+$12.9M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$24.6M
2
Morgan Stanley
Morgan Stanley
New York
+$15M
3
CGM
Capital Growth Management
Massachusetts
+$13.4M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$11M
5
Walleye Capital
Walleye Capital
New York
+$10.3M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$34.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$17.1M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$14.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$14M
5
BCM
Basswood Capital Management
New York
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
101
Oppenheimer Asset Management
New York
$3.14M +$151K +2,702 +6%
SDIC
102
South Dakota Investment Council
South Dakota
$3.06M – – –
Deutsche Bank
103
Deutsche Bank
Germany
$3.02M -$1.06M -19,000 -28%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$2.98M +$4.91K +88 +0.2%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$2.9M – – –
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$2.89M -$104K -1,868 -4%
AIG
107
American International Group
New York
$2.75M -$116K -2,080 -4%
DekaBank Deutsche Girozentrale
108
DekaBank Deutsche Girozentrale
Germany
$2.75M +$213K +3,824 +9%
CAL
109
Capital Analysts LLC
Pennsylvania
$2.7M +$24.1K +432 +1%
LGF
110
LGT Group Foundation
Liechtenstein
$2.58M +$2.36M +42,304 New
CPO
111
Cerity Partners OCIO
New York
$2.55M +$2.34M +41,846 New
Assenagon Asset Management
112
Assenagon Asset Management
Luxembourg
$2.53M -$100K -1,792 -4%
WMSA
113
Weiss Multi-Strategy Advisers
New York
$2.5M +$2.29M +41,016 New
HSBC Holdings
114
HSBC Holdings
United Kingdom
$2.41M +$161K +2,888 +8%
CSS
115
Cubist Systematic Strategies
Connecticut
$2.29M -$188K -3,364 -8%
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$2.26M +$504K +9,038 +32%
Voloridge Investment Management
117
Voloridge Investment Management
Florida
$2.22M -$2.26M -40,524 -53%
LPL Financial
118
LPL Financial
California
$2.22M -$104K -1,862 -5%
LSERS
119
Louisiana State Employees Retirement System
Louisiana
$2.21M – – –
RPSA
120
Richard P. Slaughter Associates
Texas
$2.2M -$23K -412 -1%
GF
121
Gabelli Funds
New York
$2.2M – – –
GA
122
GRS Advisors
Illinois
$2.2M +$2.01M +36,000 New
WTC
123
WhitTier Trust Company
Nevada
$2.16M +$210K +3,766 +12%
AB
124
Amalgamated Bank
New York
$2.15M -$61.1K -1,094 -3%
Allspring Global Investments
125
Allspring Global Investments
North Carolina
$2.11M +$1.93M +34,580 New
3 4
5
6 7

MTH Hedge Fund Activity: Q4 2021 in Review

313 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q4 2021, worth a combined $4.36B — up 25% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MTH positions and 33 closed out — a net gain of 27 holders — while 99 added to existing stakes and 118 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $24.6M. The largest seller was Fidelity Investments, cutting an estimated $34.2M.

  • 313 institutional investors held Meritage Homes (MTH) as of Q4 2021, up from 289 in Q3 2021.
  • Funds reported $4.36B of Meritage Homes stock for Q4 2021, up 25% quarter-over-quarter.
  • 60 funds opened new Meritage Homes positions in Q4 2021 and 33 closed out, a net change of +27 holders.
  • The largest Meritage Homes buyer in Q4 2021 was Goldman Sachs, an estimated $24.6M added.
  • The largest Meritage Homes seller in Q4 2021 was Fidelity Investments, an estimated $34.2M sold.

Based on aggregated 13F filings for Q4 2021.