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Meritage Homes

153 hedge funds and large institutions have $1.41B invested in Meritage Homes in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 148153 (+5)

8% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 52

1% more capital invested

Capital invested by funds: $1.39B → $1.41B (+$16.7M)

12.61% less ownership

Funds ownership: 206.22%193.61% (-13%)

66% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $35.8M

Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
4.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
56
Reduced
52
Closed
16
Calls
$12.1M
Puts
$35.8M
Net Calls
-$23.6M
Net Calls Change
-$9.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Sanders Capital
1
Sanders Capital
Florida
$132M +$3.23M +203,008 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$123M +$756K +47,452 +0.7%
BFA
3
BlackRock Fund Advisors
California
$119M -$9.26M -581,594 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$117M -$2.39M -149,884 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$105M +$1.87M +117,664 +2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$72.7M -$589K -37,008 -0.9%
Fisher Asset Management
7
Fisher Asset Management
Washington
$66.3M +$68K +4,272 +0.1%
Macquarie Group
8
Macquarie Group
Australia
$54M -$3.73M -234,174 -7%
EARNEST Partners
9
EARNEST Partners
Georgia
$53.2M -$788K -49,458 -2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$50.8M -$17.5M -1,100,260 -28%
SDIC
11
South Dakota Investment Council
South Dakota
$38.8M +$920K +57,800 +3%
BIT
12
BlackRock Institutional Trust
California
$34.9M +$427K +26,820 +1%
Northern Trust
13
Northern Trust
Illinois
$29.5M +$500K +31,414 +2%
RFC
14
Russell Frank Company
Washington
$28.9M -$1.64M -103,260 -6%
State Street
15
State Street
Massachusetts
$28.1M +$453K +28,442 +2%
Prudential Financial
16
Prudential Financial
New Jersey
$26.8M +$19.5M +1,223,140 +494%
Norges Bank
17
Norges Bank
Norway
$23.8M +$1.47M +92,600 +8%
Goldman Sachs
18
Goldman Sachs
New York
$23.3M -$4.64M -291,144 -19%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$22.8M +$6.71M +421,106 +51%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$17M +$455K +28,576 +3%
LSV Asset Management
21
LSV Asset Management
Illinois
$16.7M -$156K -9,800 -1%
NCGI
22
Next Century Growth Investors
Minnesota
$13.3M -$3.41M -213,980 -23%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$11.7M +$51K +3,200 +0.5%
KCM
24
Kennedy Capital Management
Missouri
$10.6M -$177K -11,126 -2%
Principal Financial Group
25
Principal Financial Group
Iowa
$9.44M +$515K +32,370 +7%

MTH Hedge Fund Activity: Q1 2016 in Review

153 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q1 2016, worth a combined $1.41B — up 1.2% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MTH positions and 16 closed out — a net gain of 5 holders — while 56 added to existing stakes and 52 trimmed.

The largest buyer was Prudential Financial, adding an estimated $19.5M. The largest seller was Citadel Advisors, cutting an estimated $32.7M.

  • 153 institutional investors held Meritage Homes (MTH) as of Q1 2016, up from 148 in Q4 2015.
  • Funds reported $1.41B of Meritage Homes stock for Q1 2016, up 1.2% quarter-over-quarter.
  • 21 funds opened new Meritage Homes positions in Q1 2016 and 16 closed out, a net change of +5 holders.
  • The largest Meritage Homes buyer in Q1 2016 was Prudential Financial, an estimated $19.5M added.
  • The largest Meritage Homes seller in Q1 2016 was Citadel Advisors, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2016.