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Pultegroup
PHM

Overview Fund Activity

707 hedge funds and large institutions have $12.4B invested in Pultegroup in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 217 increasing their positions, 258 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+59
Holders Change %
+9.1%
% of All Funds
10.92%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
133
Increased
217
Reduced
258
Closed
64
Calls
$112M
Puts
$119M
Net Calls
-$6.71M
Net Calls Change
-$15.1M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$513M
2
Goldman Sachs
2
Goldman Sachs
New York
$146M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$52.2M
4
PWAG
4
Polaris Wealth Advisory Group
California
$49.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$254M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$98.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$245M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$23.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$10.3M
5
PF
5
Phoenix Financial
Israel
$510K
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
451
HM Payson & Co
Maine
$407K – – –
CAM
452
Cresset Asset Management
Illinois
$405K +$123K +2,149 +44%
Fuller & Thaler Asset Management
453
Fuller & Thaler Asset Management
California
$402K -$34.3K -600 -8%
RHBC
454
R.H. Bluestein & Co
Michigan
$400K – – –
PL
455
Pluribus Labs
California
$399K +$399K +6,983 New
FF
456
FourThought Financial
Florida
$390K -$8.18K -143 -2%
SIC
457
Schwartz Investment Counsel
Michigan
$389K – – –
KRSITF
458
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$388K +$3.71K +65 +1%
PG
459
Patten Group
Tennessee
$386K +$103K +1,798 +36%
LAM
460
L2 Asset Management
Massachusetts
$384K +$384K +6,714 New
HWIS
461
Hancock Whitney Investment Services
Louisiana
$384K +$384K +6,751 New
KPWS
462
Kestra Private Wealth Services
Texas
$382K +$51.4K +900 +16%
GHA
463
GW Henssler & Associates
Georgia
$376K +$376K +6,573 New
XT
464
XTX Topco
Cayman Islands
$375K -$24.8K -434 -6%
GT
465
Greenleaf Trust
Michigan
$370K +$65.5K +1,146 +22%
CT
466
Coastline Trust
Rhode Island
$370K +$370K +6,475 New
National Bank of Canada
467
National Bank of Canada
Quebec, Canada
$370K +$370K +6,475 New
PSUF
468
People's United Financial
Connecticut
$351K -$25K -437 -7%
FFM
469
Forum Financial Management
Illinois
$351K +$351K +6,141 New
Fifth Third Bancorp
470
Fifth Third Bancorp
Ohio
$346K +$128K +2,230 +58%
CL
471
CSS LLC
Illinois
$343K -$626K -10,957 -65%
CCIA
472
Campbell & Co Investment Adviser
Maryland
$343K -$109K -1,900 -24%
P
473
Pitcairn
Pennsylvania
$340K -$857 -15 -0.3%
AT
474
American Trust
Kentucky
$339K +$339K +5,932 New
MWM
475
Modera Wealth Management
New Jersey
$336K +$336K +5,876 New
17 18
19
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