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Meritage Homes

395 hedge funds and large institutions have $5.71B invested in Meritage Homes in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 43

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

8% more funds holding

Funds holding: 366395 (+29)

1.79% less ownership

Funds ownership: 195.88%194.09% (-1.8%)

8% less capital invested

Capital invested by funds: $6.21B → $5.71B (-$507M)

15% less call options, than puts

Call options by funds: $7.77M | Put options by funds: $9.18M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
395
Holders Change
+29
Holders Change %
+7.92%
% of All Funds
5.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
75
Increased
143
Reduced
127
Closed
43
Calls
$7.77M
Puts
$9.18M
Net Calls
-$1.41M
Net Calls Change
-$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$971M -$33M -392,824 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$635M -$29.3M -348,752 -4%
State Street
3
State Street
Massachusetts
$275M +$52M +617,522 +22%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$261M -$8.82M -104,830 -3%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$214M -$496K -5,896 -0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$139M +$5.4M +64,212 +4%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$132M +$17.2M +204,626 +14%
Citadel Advisors
8
Citadel Advisors
Florida
$131M +$54.8M +651,260 +67%
GA
9
Greenhaven Associates
New York
$125M -$9.21M -109,504 -7%
Fisher Asset Management
10
Fisher Asset Management
Washington
$118M -$80.4K -956 -0.1%
Macquarie Group
11
Macquarie Group
Australia
$117M -$20.1M -238,874 -14%
EARNEST Partners
12
EARNEST Partners
Georgia
$116M +$3M +35,686 +3%
Goldman Sachs
13
Goldman Sachs
New York
$107M +$27.1M +322,176 +32%
Norges Bank
14
Norges Bank
Norway
$106M +$21.6M +256,740 +24%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$82.4M -$42.2M -502,062 -33%
AllianceBernstein
16
AllianceBernstein
Tennessee
$79.6M +$1.49M +17,698 +2%
Charles Schwab
17
Charles Schwab
California
$78.2M +$2.74M +32,544 +3%
Northern Trust
18
Northern Trust
Illinois
$75.3M -$1.14M -13,602 -1%
American Century Companies
19
American Century Companies
Missouri
$72.8M -$13.8M -164,050 -15%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$68.7M -$3.91M -46,464 -5%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$61.6M -$18.5M -220,006 -22%
Morgan Stanley
22
Morgan Stanley
New York
$59.1M -$4.17M -49,532 -6%
Capital World Investors
23
Capital World Investors
California
$57.2M
First Trust Advisors
24
First Trust Advisors
Illinois
$54.7M +$9.5M +112,980 +20%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$53.2M -$2.34M -27,872 -4%

MTH Hedge Fund Activity: Q2 2024 in Review

395 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q2 2024, worth a combined $5.71B — down 8.2% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MTH positions and 43 closed out — a net gain of 32 holders — while 143 added to existing stakes and 127 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $54.8M. The largest seller was Wellington Management Group, cutting an estimated $42.2M.

  • 395 institutional investors held Meritage Homes (MTH) as of Q2 2024, up from 366 in Q1 2024.
  • Funds reported $5.71B of Meritage Homes stock for Q2 2024, down 8.2% quarter-over-quarter.
  • 75 funds opened new Meritage Homes positions in Q2 2024 and 43 closed out, a net change of +32 holders.
  • The largest Meritage Homes buyer in Q2 2024 was Citadel Advisors, an estimated $54.8M added.
  • The largest Meritage Homes seller in Q2 2024 was Wellington Management Group, an estimated $42.2M sold.

Based on aggregated 13F filings for Q2 2024.