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Meritage Homes

279 hedge funds and large institutions have $4.15B invested in Meritage Homes in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 83 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

61% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 38

47% more capital invested

Capital invested by funds: $2.82B → $4.15B (+$1.33B)

9% more funds holding

Funds holding: 257279 (+22)

3.1% more ownership

Funds ownership: 196.98%200.08% (+3.1%)

21% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 105

22% less call options, than puts

Call options by funds: $12M | Put options by funds: $15.4M

Holders
279
Holders Change
+22
Holders Change %
+8.56%
% of All Funds
5.63%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.18%
New
61
Increased
83
Reduced
105
Closed
38
Calls
$12M
Puts
$15.4M
Net Calls
-$3.43M
Net Calls Change
-$9.81M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
201
American Portfolios Advisors
New York
$357K +$310K +6,476 New
AIP
202
Ameritas Investment Partners
Nebraska
$355K
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$348K +$3.93K +82 +1%
Simplex Trading
204
Simplex Trading
Illinois
$346K +$301K +6,286 New
FCBT
205
First Citizens Bank & Trust
North Carolina
$342K -$63K -1,316 -18%
PAMU
206
Pictet Asset Management (UK)
United Kingdom
$342K +$297K +6,200 New
CCIA
207
Campbell & Co Investment Adviser
Maryland
$327K +$283K +5,916 New
PA
208
Profund Advisors
Maryland
$323K -$3.26K -68 -1%
Bank Julius Baer & Co
209
Bank Julius Baer & Co
Switzerland
$320K +$325K +6,780 New
QT
210
Quantamental Technologies
New York
$309K -$115K -2,400 -30%
CCT
211
Country Club Trust
Missouri
$309K
AG
212
Algert Global
California
$303K +$262K +5,482 New
AA
213
ALPS Advisors
Colorado
$296K -$313K -6,544 -55%
OC
214
Oppenheimer & Co
New York
$294K
MF
215
Magnetar Financial
Illinois
$288K +$250K +5,222 New
CSS
216
Cubist Systematic Strategies
Connecticut
$283K -$1.62M -33,906 -87%
BRWA
217
B. Riley Wealth Advisors
Florida
$276K +$239K +4,992 New
SCM
218
Shelton Capital Management
Colorado
$273K +$236K +4,938 New
Canada Pension Plan Investment Board
219
Canada Pension Plan Investment Board
Ontario, Canada
$271K +$15.7K +328 +7%
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$264K -$19.2K -400 -8%
II
221
Inspire Investing
Idaho
$258K +$224K +4,684 New
DCM
222
Dupont Capital Management
Delaware
$257K +$223K +4,650 New
Creative Planning
223
Creative Planning
Kansas
$252K +$218K +4,558 New
Tudor Investment Corp
224
Tudor Investment Corp
Connecticut
$251K +$218K +4,556 New
FA
225
Faithward Advisors
Pennsylvania
$239K +$207K +4,330 New

MTH Hedge Fund Activity: Q3 2020 in Review

279 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q3 2020, worth a combined $4.15B — up 47% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MTH positions and 38 closed out — a net gain of 23 holders — while 83 added to existing stakes and 105 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $46.4M. The largest seller was Echo Street Capital Management, exiting entirely with an estimated $57.4M sold.

  • 279 institutional investors held Meritage Homes (MTH) as of Q3 2020, up from 257 in Q2 2020.
  • Funds reported $4.15B of Meritage Homes stock for Q3 2020, up 47% quarter-over-quarter.
  • 61 funds opened new Meritage Homes positions in Q3 2020 and 38 closed out, a net change of +23 holders.
  • The largest Meritage Homes buyer in Q3 2020 was AllianceBernstein, an estimated $46.4M added.
  • The largest Meritage Homes seller in Q3 2020 was Echo Street Capital Management, an estimated $57.4M sold.

Based on aggregated 13F filings for Q3 2020.