We are live on ! Find out more
MTH icon

Meritage Homes
MTH

348 hedge funds and large institutions have $4.4B invested in Meritage Homes in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 113 increasing their positions, 130 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 42

4% more funds holding

Funds holding: 336 → 348 (+12)

8.49% less ownership

Funds ownership: 203.25% → 194.77% (-8.5%)

13% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 130

17% less capital invested

Capital invested by funds: $5.29B → $4.4B (-$884M)

50% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $28.3M

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
5.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
57
Increased
113
Reduced
130
Closed
42
Calls
$14.2M
Puts
$28.3M
Net Calls
-$14.1M
Net Calls Change
-$16.4M

Top Buyers

Rank Fund Capital Flow
1
AIM
Artemis Investment Management
United Kingdom
+$24.2M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$22.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$20.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$20.1M
5
CSS
Cubist Systematic Strategies
Connecticut
+$20M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$34.4M
2
EARNEST Partners
EARNEST Partners
Georgia
-$30.2M
3
ESCM
Echo Street Capital Management
New York
-$27.5M
4
VNIM
Vaughan Nelson Investment Management
Texas
-$23.5M
5
BlackRock
BlackRock
New York
-$23.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$3.26M -$2.71M -39,404 -43%
Nomura Holdings
102
Nomura Holdings
Japan
$3.24M +$3.64M +53,002 New
TC
103
TwinBeech Capital
New York
$3.04M +$3.41M +49,682 New
COPPSERS
104
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.01M -$2.33M -33,958 -41%
LIP
105
Lighthouse Investment Partners
Florida
$2.97M +$1.79M +26,000 +115%
RA
106
Royce & Associates
New York
$2.97M +$3.33M +48,498 New
BCM
107
Basswood Capital Management
New York
$2.92M – – –
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$2.9M -$184K -2,682 -5%
Deutsche Bank
109
Deutsche Bank
Germany
$2.8M +$653K +9,500 +26%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$2.75M +$40.8K +594 +1%
VRS
111
Virginia Retirement Systems
Virginia
$2.73M – – –
TD Asset Management
112
TD Asset Management
Ontario, Canada
$2.7M +$1.32M +19,200 +77%
TAM
113
Trillium Asset Management
Massachusetts
$2.7M +$454K +6,604 +18%
IMRF
114
Illinois Municipal Retirement Fund
Illinois
$2.69M +$3.02M +43,994 New
Rafferty Asset Management
115
Rafferty Asset Management
New York
$2.66M -$2.06K -30 -0.1%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$2.65M – – –
CCP
117
Clough Capital Partners
Massachusetts
$2.64M -$55K -800 -2%
HS
118
Hazelview Securities
Ontario, Canada
$2.54M +$2.89M +42,080 New
UBS Group
119
UBS Group
Switzerland
$2.51M +$1.1K +16 +0%
AIG
120
American International Group
New York
$2.45M +$58.3K +848 +2%
EH
121
EMG Holdings
Connecticut
$2.45M +$2.75M +40,000 New
MAP
122
Moody Aldrich Partners
Massachusetts
$2.45M +$123K +1,788 +5%
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.4M +$629K +9,154 +31%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$2.39M -$72.4K -1,054 -3%
MIM
125
MetLife Investment Management
New Jersey
$2.36M – – –
3 4
5
6 7

MTH Hedge Fund Activity: Q3 2023 in Review

348 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q3 2023, worth a combined $4.4B — down 17% from $5.29B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new MTH positions and 42 closed out — a net gain of 15 holders — while 113 added to existing stakes and 130 trimmed.

The largest buyer was Artemis Investment Management, opening a new position worth an estimated $24.2M. The largest seller was Victory Capital Management, cutting an estimated $34.4M.

  • 348 institutional investors held Meritage Homes (MTH) as of Q3 2023, up from 336 in Q2 2023.
  • Funds reported $4.4B of Meritage Homes stock for Q3 2023, down 17% quarter-over-quarter.
  • 57 funds opened new Meritage Homes positions in Q3 2023 and 42 closed out, a net change of +15 holders.
  • The largest Meritage Homes buyer in Q3 2023 was Artemis Investment Management, an estimated $24.2M added.
  • The largest Meritage Homes seller in Q3 2023 was Victory Capital Management, an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2023.