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Meritage Homes
MTH

348 hedge funds and large institutions have $4.4B invested in Meritage Homes in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 113 increasing their positions, 130 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 42

4% more funds holding

Funds holding: 336 → 348 (+12)

8.49% less ownership

Funds ownership: 203.25% → 194.77% (-8.5%)

13% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 130

17% less capital invested

Capital invested by funds: $5.29B → $4.4B (-$884M)

50% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $28.3M

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
5.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
57
Increased
113
Reduced
130
Closed
42
Calls
$14.2M
Puts
$28.3M
Net Calls
-$14.1M
Net Calls Change
-$16.4M

Top Buyers

1
AIM
Artemis Investment Management
United Kingdom
+$24.2M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$22.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$20.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$20.1M
5
CSS
Cubist Systematic Strategies
Connecticut
+$20M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$34.4M
2
EARNEST Partners
EARNEST Partners
Georgia
-$30.2M
3
ESCM
Echo Street Capital Management
New York
-$27.5M
4
VNIM
Vaughan Nelson Investment Management
Texas
-$23.5M
5
BlackRock
BlackRock
New York
-$23.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$754M -$23.2M -338,124 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$510M +$20.9M +303,892 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$206M -$165K -2,394 -0.1%
State Street
4
State Street
Massachusetts
$171M -$348K -5,058 -0.2%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$148M -$2.08M -30,244 -1%
Fisher Asset Management
6
Fisher Asset Management
Washington
$130M -$3.67M -53,428 -2%
Macquarie Group
7
Macquarie Group
Australia
$119M -$5.82M -84,716 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$101M +$14.1M +205,578 +14%
GA
9
Greenhaven Associates
New York
$99.6M +$420K +6,118 +0.4%
EARNEST Partners
10
EARNEST Partners
Georgia
$92.2M -$30.2M -439,822 -23%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$84.4M +$8.47M +123,188 +10%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$78.7M -$19.3M -280,712 -18%
AllianceBernstein
13
AllianceBernstein
Tennessee
$72.2M -$17.6M -255,622 -18%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$66.2M -$8.78M -127,764 -11%
Pacer Advisors
15
Pacer Advisors
Pennsylvania
$65M +$22.9M +333,782 +46%
Goldman Sachs
16
Goldman Sachs
New York
$60.8M -$6.94M -100,934 -9%
Northern Trust
17
Northern Trust
Illinois
$59.7M -$76.7K -1,116 -0.1%
Charles Schwab
18
Charles Schwab
California
$55M +$16.3M +237,636 +36%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$54M -$10.4M -151,726 -15%
Norges Bank
20
Norges Bank
Norway
$52.3M +$1.15M +16,670 +2%
ESCM
21
Echo Street Capital Management
New York
$52M -$27.5M -400,824 -32%
American Century Companies
22
American Century Companies
Missouri
$51.4M +$2.41M +35,082 +4%
JP Morgan Chase
23
JP Morgan Chase
New York
$48.9M +$3.93M +57,116 +8%
Invesco
24
Invesco
Georgia
$48.4M +$343K +4,994 +0.6%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$46.5M -$13.4M -194,996 -20%
1
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MTH Hedge Fund Activity: Q3 2023 in Review

348 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q3 2023, worth a combined $4.4B — down 17% from $5.29B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new MTH positions and 42 closed out — a net gain of 15 holders — while 113 added to existing stakes and 130 trimmed.

The largest buyer was Artemis Investment Management, opening a new position worth an estimated $24.2M. The largest seller was Victory Capital Management, cutting an estimated $34.4M.

  • 348 institutional investors held Meritage Homes (MTH) as of Q3 2023, up from 336 in Q2 2023.
  • Funds reported $4.4B of Meritage Homes stock for Q3 2023, down 17% quarter-over-quarter.
  • 57 funds opened new Meritage Homes positions in Q3 2023 and 42 closed out, a net change of +15 holders.
  • The largest Meritage Homes buyer in Q3 2023 was Artemis Investment Management, an estimated $24.2M added.
  • The largest Meritage Homes seller in Q3 2023 was Victory Capital Management, an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2023.