We are live on ! Find out more
MTH icon

Meritage Homes

199 hedge funds and large institutions have $1.67B invested in Meritage Homes in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

23% more capital invested

Capital invested by funds: $1.36B → $1.67B (+$307M)

8.94% more ownership

Funds ownership: 186.08%195.02% (+8.9%)

4% more funds holding

Funds holding: 191199 (+8)

6% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 63

45% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $2.44M

Holders
199
Holders Change
+8
Holders Change %
+4.19%
% of All Funds
4.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
67
Reduced
63
Closed
23
Calls
$1.35M
Puts
$2.44M
Net Calls
-$1.09M
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
176
Private Capital Group
Connecticut
$14K +$984 +46 +8%
OWA
177
One Wealth Advisors
California
$14K +$12.9K +604 New
RCAG
178
Rehmann Capital Advisory Group
Michigan
$11.9K -$18.3K -856 -62%
MA
179
MCF Advisors
Kentucky
$11K
QCG
180
Quadrant Capital Group
Ohio
$11K
KPW
181
Kore Private Wealth
New York
$7K +$6.98K +326 New
US Bancorp
182
US Bancorp
Minnesota
$6K -$20.9K -976 -78%
WAM
183
Wealthspire Advisors (Maryland)
Maryland
$6K -$128 -6 -2%
Bessemer Group
184
Bessemer Group
New Jersey
$5K
HGWM
185
Harvest Group Wealth Management
Massachusetts
$5K +$4.41K +206 New
GAM
186
Gemmer Asset Management
California
$4K
S
187
SignatureFD
Georgia
$4K
Simplex Trading
188
Simplex Trading
Illinois
$3K -$147K -6,882 -98%
PFBT
189
Parkside Financial Bank & Trust
Missouri
$3K -$1.75K -82 -38%
AIM
190
Advantage Investment Management
Iowa
$3K
FCMT
191
Founders Capital Management (Texas)
Texas
$3K
DBT
192
Dubuque Bank & Trust
Iowa
$2K
FHA
193
Flagship Harbor Advisors
Massachusetts
$2K
WEC
194
Winslow Evans & Crocker
Massachusetts
$2K +$599 +28 New
TWA
195
TCI Wealth Advisors
Arizona
$1K
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$1K +$342 +16 New
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$1K +$1.24K +58 New
GT
198
Glenmede Trust
Pennsylvania
$14
RCG
199
Ruane, Cunniff & Goldfarb
New York
-$17.3M -940,000 Closed
KHCM
200
Kettle Hill Capital Management
New York
-$7.8M -424,782 Closed

MTH Hedge Fund Activity: Q1 2019 in Review

199 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q1 2019, worth a combined $1.67B — up 23% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MTH positions and 23 closed out — a net gain of 10 holders — while 67 added to existing stakes and 63 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $28M. The largest seller was Ruane, Cunniff & Goldfarb, exiting entirely with an estimated $17.3M sold.

  • 199 institutional investors held Meritage Homes (MTH) as of Q1 2019, up from 191 in Q4 2018.
  • Funds reported $1.67B of Meritage Homes stock for Q1 2019, up 23% quarter-over-quarter.
  • 33 funds opened new Meritage Homes positions in Q1 2019 and 23 closed out, a net change of +10 holders.
  • The largest Meritage Homes buyer in Q1 2019 was Goldman Sachs, an estimated $28M added.
  • The largest Meritage Homes seller in Q1 2019 was Ruane, Cunniff & Goldfarb, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2019.