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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
AB
126
Amalgamated Bank
New York
$1.54M -$7.28K -180 -0.5%
Janus Henderson Group
127
Janus Henderson Group
United Kingdom
$1.4M -$1.27M -31,500 -51%
ClearBridge Investments
128
ClearBridge Investments
New York
$1.4M -$465K -11,508 -28%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$1.39M +$404 +10 +0%
MSRPS
130
Maryland State Retirement & Pension System
Maryland
$1.39M +$1.22M +30,108 New
VOYA Investment Management
131
VOYA Investment Management
Georgia
$1.39M +$95.7K +2,366 +9%
VCM
132
Venator Capital Management
Ontario, Canada
$1.38M +$1.21M +30,000 New
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.37M +$7.12K +176 +0.6%
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$1.3M -$157K -3,870 -12%
UBS Group
135
UBS Group
Switzerland
$1.28M +$689K +17,048 +160%
VRS
136
Virginia Retirement Systems
Virginia
$1.23M +$24.3K +600 +2%
AIMCA
137
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.17M
ZCM
138
Ziegler Capital Management
Illinois
$1.16M -$180K -4,446 -15%
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$1.12M +$3.32K +82 +0.3%
LIP
140
Lighthouse Investment Partners
Florida
$1.11M +$971K +24,000 New
TD Asset Management
141
TD Asset Management
Ontario, Canada
$1.08M -$194K -4,800 -17%
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$1.06M +$485K +11,994 +109%
TRSOTSOK
143
Teachers Retirement System of the State of Kentucky
Kentucky
$1.06M
Verition Fund Management
144
Verition Fund Management
Connecticut
$1.06M -$2.56M -63,190 -73%
SIMG
145
Sonora Investment Management Group
Arizona
$1.03M
Squarepoint
146
Squarepoint
New York
$994K +$872K +21,568 New
D.E. Shaw & Co
147
D.E. Shaw & Co
New York
$954K +$837K +20,700 New
ASRS
148
Arizona State Retirement System
Arizona
$951K +$28K +692 +3%
Ensign Peak Advisors
149
Ensign Peak Advisors
Utah
$948K -$247K -6,100 -23%
Sanders Capital
150
Sanders Capital
Florida
$915K -$16.2K -400 -2%

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.