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Meritage Homes

366 hedge funds and large institutions have $6.21B invested in Meritage Homes in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 118 increasing their positions, 150 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $10M | Put options by funds: $8.35M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $6.29B → $6.21B (-$81.3M)

4% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 53

1% less funds holding

Funds holding: 370366 (-4)

2.37% less ownership

Funds ownership: 198.25%195.88% (-2.4%)

21% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 150

Holders
366
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
5.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
118
Reduced
150
Closed
53
Calls
$10M
Puts
$8.35M
Net Calls
+$1.69M
Net Calls Change
+$6.74M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.09B +$13.3M +164,228 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$718M -$4.51M -55,802 -0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$292M -$2M -24,706 -0.7%
State Street
4
State Street
Massachusetts
$244M +$2.78M +34,322 +1%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$233M +$23.6M +292,026 +12%
Macquarie Group
6
Macquarie Group
Australia
$148M +$2.23M +27,570 +2%
GA
7
Greenhaven Associates
New York
$145M +$18.4K +228 +0%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$145M -$6.15M -76,006 -4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$133M +$29M +358,122 +31%
Fisher Asset Management
10
Fisher Asset Management
Washington
$128M -$8.12M -100,336 -6%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$125M +$4.43M +54,736 +4%
EARNEST Partners
12
EARNEST Partners
Georgia
$123M -$2.98M -36,876 -3%
American Century Companies
13
American Century Companies
Missouri
$93.3M -$8.37M -103,506 -9%
Norges Bank
14
Norges Bank
Norway
$92.2M +$14.1M +174,768 +20%
Goldman Sachs
15
Goldman Sachs
New York
$87.5M -$3.95M -48,836 -5%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$86.1M +$9.44M +116,700 +13%
Citadel Advisors
17
Citadel Advisors
Florida
$85.1M -$27.9M -345,150 -26%
AllianceBernstein
18
AllianceBernstein
Tennessee
$84.7M -$13.4M -165,458 -15%
Northern Trust
19
Northern Trust
Illinois
$82.8M -$4.81M -59,416 -6%
Charles Schwab
20
Charles Schwab
California
$81.9M +$1.12M +13,826 +2%
Invesco
21
Invesco
Georgia
$78.9M -$4.6M -56,892 -6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$78.6M -$1.96M -24,198 -3%
Morgan Stanley
23
Morgan Stanley
New York
$68.4M -$60.3M -744,826 -49%
Capital World Investors
24
Capital World Investors
California
$62M
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$60.1M -$1.45M -17,872 -3%

MTH Hedge Fund Activity: Q1 2024 in Review

366 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q1 2024, worth a combined $6.21B — down 1.3% from $6.29B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of MTH and 51 opened new positions — a net loss of 2 holders — while 150 trimmed existing stakes and 118 added.

The largest buyer was Millennium Management, adding an estimated $41.5M. The largest seller was Pacer Advisors, exiting entirely with an estimated $136M sold.

  • 366 institutional investors held Meritage Homes (MTH) as of Q1 2024, down from 370 in Q4 2023.
  • Funds reported $6.21B of Meritage Homes stock for Q1 2024, down 1.3% quarter-over-quarter.
  • 51 funds opened new Meritage Homes positions in Q1 2024 and 53 closed out, a net change of -2 holders.
  • The largest Meritage Homes buyer in Q1 2024 was Millennium Management, an estimated $41.5M added.
  • The largest Meritage Homes seller in Q1 2024 was Pacer Advisors, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2024.