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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 %
BIAS
476
Beacon Investment Advisory Services
New Jersey
$332K +$332K +5,801 New
LNWWM
477
Laird Norton Wetherby Wealth Management
California
$331K +$17.4K +304 +6%
Parallax Volatility Advisers
478
Parallax Volatility Advisers
California
$330K -$3.69M -64,713 -92%
CI
479
Cigna Investments
Connecticut
$330K -$99.9K -1,750 -23%
SRSA
480
S.R. Schill & Associates
Washington
$328K +$328K +5,742 New
AIM
481
Aigen Investment Management
New York
$326K +$326K +5,877 New
APWA
482
Atlas Private Wealth Advisors
New Jersey
$325K – – –
CIBC Private Wealth Group
483
CIBC Private Wealth Group
Georgia
$322K – – –
ECM
484
ExodusPoint Capital Management
New York
$322K +$322K +5,628 New
MGP
485
Metis Global Partners
California
$321K +$321K +5,614 New
VCA
486
Verdence Capital Advisors
Maryland
$319K -$13.6K -239 -4%
MCM
487
Maryland Capital Management
Maryland
$314K – – –
EP
488
Edgestream Partners
New Jersey
$311K -$2.37M -41,389 -88%
QC
489
Quadrature Capital
United Kingdom
$310K -$1.3M -22,828 -81%
KWM
490
Keebeck Wealth Management
Illinois
$310K – – –
PP
491
Patron Partners
Texas
$309K – – –
PP
492
PDT Partners
New York
$308K +$308K +5,390 New
CAG
493
Csenge Advisory Group
Florida
$306K +$306K +5,487 New
PFO
494
Pathstone Family Office
New Jersey
$303K +$7.82K +137 +3%
AAS
495
Avantax Advisory Services
Texas
$303K +$303K +5,300 New
SAI
496
Systematic Alpha Investments
New Jersey
$302K – – –
HIIFS
497
Harel Insurance Investments & Financial Services
Israel
$302K +$264K +4,655 +690%
VWM
498
Vigilare Wealth Management
Arizona
$302K +$302K +5,284 New
HSA
499
HBK Sorce Advisory
Pennsylvania
$300K +$2.34K +41 +0.8%
MAM
500
Meeder Asset Management
Ohio
$299K -$314K -5,485 -51%
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