We are live on ! Find out more
MTH icon

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
BlackRock
1
BlackRock
New York
$575M +$13.3M +328,526 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$392M +$8.31M +205,470 +2%
EARNEST Partners
3
EARNEST Partners
Georgia
$134M -$35.9M -887,448 -23%
State Street
4
State Street
Massachusetts
$132M +$8.59M +212,336 +8%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$127M +$7.81M +193,134 +8%
Fisher Asset Management
6
Fisher Asset Management
Washington
$105M +$724K +17,896 +0.8%
Macquarie Group
7
Macquarie Group
Australia
$80.3M +$317K +7,844 +0.5%
Goldman Sachs
8
Goldman Sachs
New York
$76.7M -$2.23M -55,048 -3%
GA
9
Greenhaven Associates
New York
$75.6M +$2.16M +53,532 +3%
Citadel Advisors
10
Citadel Advisors
Florida
$71.7M +$26.6M +658,768 +74%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$65.2M -$660K -16,328 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$61.3M +$1.59M +39,290 +3%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$51.6M -$24.9M -614,686 -35%
Millennium Management
14
Millennium Management
New York
$45.1M +$28.3M +700,408 +253%
Northern Trust
15
Northern Trust
Illinois
$44.6M +$459K +11,356 +1%
SSA
16
Schonfeld Strategic Advisors
New York
$44.5M +$3.84M +94,902 +11%
Bank of America
17
Bank of America
North Carolina
$41.4M -$2.02M -49,856 -5%
Ameriprise
18
Ameriprise
Minnesota
$38.6M +$2.13M +52,772 +7%
Morgan Stanley
19
Morgan Stanley
New York
$38.3M -$5.16M -127,544 -13%
Victory Capital Management
20
Victory Capital Management
Texas
$37.6M +$9.76M +241,404 +42%
Norges Bank
21
Norges Bank
Norway
$36.5M +$4.03M +99,660 +14%
Capital World Investors
22
Capital World Investors
California
$32.6M +$28.6M +706,800 New
Charles Schwab
23
Charles Schwab
California
$29.9M +$1.15M +28,356 +5%
Principal Financial Group
24
Principal Financial Group
Iowa
$26.9M +$5.36M +132,646 +29%
BNP Paribas Asset Management
25
BNP Paribas Asset Management
France
$23.9M -$4.97M -122,788 -19%

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.