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Meritage Homes

314 hedge funds and large institutions have $4.22B invested in Meritage Homes in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $7.76M

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

35% more capital invested

Capital invested by funds: $3.13B → $4.22B (+$1.09B)

9% more funds holding

Funds holding: 287314 (+27)

6.09% more ownership

Funds ownership: 194.32%200.41% (+6.1%)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

Holders
314
Holders Change
+27
Holders Change %
+9.41%
% of All Funds
5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
59
Increased
100
Reduced
118
Closed
29
Calls
$16.4M
Puts
$7.76M
Net Calls
+$8.61M
Net Calls Change
+$7.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$730M +$1.13M +20,950 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$480M -$14.5M -269,072 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$198M -$1.31M -24,422 -0.7%
EARNEST Partners
4
EARNEST Partners
Georgia
$171M +$451K +8,390 +0.3%
State Street
5
State Street
Massachusetts
$166M -$157K -2,920 -0.1%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$157M -$3.84M -71,436 -3%
Fisher Asset Management
7
Fisher Asset Management
Washington
$127M -$5.28M -98,190 -4%
Macquarie Group
8
Macquarie Group
Australia
$96.5M -$4.8M -89,162 -5%
GA
9
Greenhaven Associates
New York
$94.6M -$1M -18,600 -1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$91.9M +$57.6M +1,070,736 +213%
Goldman Sachs
11
Goldman Sachs
New York
$85.1M -$11.1M -205,738 -12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$81.4M +$3.43M +63,778 +5%
ESCM
13
Echo Street Capital Management
New York
$76.9M +$70.8M +1,316,570 New
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$71.2M +$5.42M +100,716 +9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$66.5M -$14.8M -275,716 -19%
Bank of America
16
Bank of America
North Carolina
$57.9M +$5.05M +93,946 +10%
Northern Trust
17
Northern Trust
Illinois
$56.5M -$21.7K -404 -0%
Norges Bank
18
Norges Bank
Norway
$53M +$6.23M +115,852 +15%
Ameriprise
19
Ameriprise
Minnesota
$43M -$5.42M -100,752 -12%
Capital World Investors
20
Capital World Investors
California
$41.3M
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$41M +$28.9M +538,108 +327%
Morgan Stanley
22
Morgan Stanley
New York
$40.9M -$7.05M -131,026 -16%
Victory Capital Management
23
Victory Capital Management
Texas
$39.5M -$7.48M -139,106 -17%
American Century Companies
24
American Century Companies
Missouri
$39.1M +$23.2M +431,276 +180%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$38.3M +$34.8M +646,336 +6,472%

MTH Hedge Fund Activity: Q1 2023 in Review

314 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q1 2023, worth a combined $4.22B — up 35% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MTH positions and 29 closed out — a net gain of 30 holders — while 100 added to existing stakes and 118 trimmed.

The largest buyer was Echo Street Capital Management, opening a new position worth an estimated $70.8M. The largest seller was Citadel Advisors, cutting an estimated $79.9M.

  • 314 institutional investors held Meritage Homes (MTH) as of Q1 2023, up from 287 in Q4 2022.
  • Funds reported $4.22B of Meritage Homes stock for Q1 2023, up 35% quarter-over-quarter.
  • 59 funds opened new Meritage Homes positions in Q1 2023 and 29 closed out, a net change of +30 holders.
  • The largest Meritage Homes buyer in Q1 2023 was Echo Street Capital Management, an estimated $70.8M added.
  • The largest Meritage Homes seller in Q1 2023 was Citadel Advisors, an estimated $79.9M sold.

Based on aggregated 13F filings for Q1 2023.