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Meritage Homes

184 hedge funds and large institutions have $1.97B invested in Meritage Homes in 2017 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 15

29% more call options, than puts

Call options by funds: $4.88M | Put options by funds: $3.79M

19% more funds holding

Funds holding: 154184 (+30)

18% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 51

7% more capital invested

Capital invested by funds: $1.84B → $1.97B (+$128M)

14.9% less ownership

Funds ownership: 205.41%190.51% (-15%)

Holders
184
Holders Change
+30
Holders Change %
+19.48%
% of All Funds
4.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
60
Reduced
51
Closed
15
Calls
$4.88M
Puts
$3.79M
Net Calls
+$1.09M
Net Calls Change
-$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
151
Advisor Group
Arizona
$87K +$8.48K +342 +11%
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$82K -$496 -20 -0.6%
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$73K +$10.9K +440 +18%
DVM
154
Dreman Value Management
Florida
$59K -$360K -14,528 -86%
LIA
155
LS Investment Advisors
Michigan
$59K -$11.5K -462 -17%
VCM
156
Versant Capital Management
Arizona
$58K +$4.07K +164 +8%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$51K
US Bancorp
158
US Bancorp
Minnesota
$49K -$3.52K -142 -7%
SWA
159
Sutton Wealth Advisors
Florida
$36.5K
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$27K -$165K -6,664 -87%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$27K +$25.7K +1,036 New
IA
162
IFP Advisors
Florida
$26K +$24.3K +980 +1,960%
AAM
163
Advisors Asset Management
Colorado
$26K +$25.5K +1,028 New
DCM
164
Delpha Capital Management
New York
$25K +$23.8K +960 New
QCG
165
Quadrant Capital Group
Ohio
$15K
MA
166
MCF Advisors
Kentucky
$12K
PFBT
167
Parkside Financial Bank & Trust
Missouri
$7K -$1.44K -58 -18%
RWA
168
Ropes Wealth Advisors
Massachusetts
$6K
WAM
169
Wealthspire Advisors (Maryland)
Maryland
$6K +$4.41K +178 +254%
CG
170
Cutler Group
California
$6K +$6.54K +264 New
GT
171
Glenmede Trust
Pennsylvania
$5K
WA
172
WealthTrust-Arizona
Arizona
$5K
ASN
173
Advisory Services Network
Georgia
$5K +$4.96K +200 New
SWP
174
Stratos Wealth Partners
Ohio
$5K +$4.96K +200 New
AIM
175
Advantage Investment Management
Iowa
$4K +$3.72K +150 New

MTH Hedge Fund Activity: Q4 2017 in Review

184 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q4 2017, worth a combined $1.97B — up 7% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MTH positions and 15 closed out — a net gain of 32 holders — while 60 added to existing stakes and 51 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $16.2M. The largest seller was Sanders Capital, cutting an estimated $81.5M.

  • 184 institutional investors held Meritage Homes (MTH) as of Q4 2017, up from 154 in Q3 2017.
  • Funds reported $1.97B of Meritage Homes stock for Q4 2017, up 7% quarter-over-quarter.
  • 47 funds opened new Meritage Homes positions in Q4 2017 and 15 closed out, a net change of +32 holders.
  • The largest Meritage Homes buyer in Q4 2017 was EARNEST Partners, an estimated $16.2M added.
  • The largest Meritage Homes seller in Q4 2017 was Sanders Capital, an estimated $81.5M sold.

Based on aggregated 13F filings for Q4 2017.