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Pultegroup

936 hedge funds and large institutions have $20.6B invested in Pultegroup in 2024 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 351 increasing their positions, 341 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 84

3% more funds holding

Funds holding: 912936 (+24)

3% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 341

0.63% less ownership

Funds ownership: 89.41%88.78% (-0.63%)

10% less capital invested

Capital invested by funds: $22.8B → $20.6B (-$2.26B)

33% less call options, than puts

Call options by funds: $207M | Put options by funds: $310M

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
936
Holders Change
+24
Holders Change %
+2.63%
% of All Funds
13.52%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
122
Increased
351
Reduced
341
Closed
84
Calls
$207M
Puts
$310M
Net Calls
-$103M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
276
Orion Portfolio Solutions
Nebraska
$3.82M +$430K +3,787 +12%
AIM
277
Artemis Investment Management
United Kingdom
$3.82M +$3.94M +34,696 New
URS
278
Utah Retirement Systems
Utah
$3.8M -$295K -2,600 -7%
William Blair & Company
279
William Blair & Company
Illinois
$3.76M +$779K +6,858 +25%
SJL
280
Shayne & Jacobs LLC
Tennessee
$3.76M -$276K -2,430 -7%
PNC Financial Services Group
281
PNC Financial Services Group
Pennsylvania
$3.75M +$118K +1,038 +3%
DnB Asset Management
282
DnB Asset Management
Norway
$3.71M +$179K +1,575 +5%
SOADOR
283
State of Alaska Department of Revenue
Alaska
$3.71M +$1.21M +10,695 +46%
NA
284
NewEdge Advisors
Louisiana
$3.7M +$480K +4,229 +14%
LFG
285
Larson Financial Group
Missouri
$3.65M +$72.6K +639 +2%
LAM
286
L2 Asset Management
Massachusetts
$3.59M +$57.5K +506 +2%
Baird Financial Group
287
Baird Financial Group
Wisconsin
$3.55M -$5.22M -45,991 -59%
LFAS
288
Level Four Advisory Services
Texas
$3.53M -$597K -5,255 -14%
UM
289
UniSuper Management
Australia
$3.51M +$2.38M +20,967 +192%
BWL
290
Bogart Wealth LLC
Virginia
$3.49M +$3.6M +31,682 New
CAM
291
Cresset Asset Management
Illinois
$3.45M +$319K +2,810 +10%
MYAM
292
Meiji Yasuda Asset Management
Japan
$3.41M -$69.5K -612 -2%
APF
293
Alaska Permanent Fund
Alaska
$3.3M -$283K -2,494 -9%
JC
294
JB Capital
Connecticut
$3.27M -$179K -1,579 -5%
1832 Asset Management
295
1832 Asset Management
Ontario, Canada
$3.24M -$186K -1,638 -5%
EGM
296
Engineers Gate Manager
New York
$3.21M +$2.47M +21,789 +296%
NYLIM
297
New York Life Investment Management
New York
$3.2M -$9.88K -87 -0.3%
Nomura Holdings
298
Nomura Holdings
Japan
$3.2M +$1.57M +13,801 +91%
CIBC Asset Management
299
CIBC Asset Management
Ontario, Canada
$3.19M -$238K -2,092 -7%
CAM
300
ClariVest Asset Management
California
$3.17M -$31.7K -279 -1%