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Pultegroup
PHM

Overview Fund Activity

546 hedge funds and large institutions have $5.17B invested in Pultegroup in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 171 increasing their positions, 244 reducing their positions, and 120 closing their positions.

Holders
546
Holders Change
-60
Holders Change %
-9.9%
% of All Funds
12.06%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
63
Increased
171
Reduced
244
Closed
120
Calls
$35.2M
Puts
$42M
Net Calls
-$6.81M
Net Calls Change
+$35.5M

Top Buyers

1
GA
1
Greenhaven Associates
New York
$74.5M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$53.6M
3
Wells Fargo
3
Wells Fargo
California
$57.6M
4
CGM
4
Capital Growth Management
Massachusetts
$22.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$36.6M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$105M
2
APG Asset Management
2
APG Asset Management
Netherlands
$25.7M
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.2M
5
AL
5
AJO LP
Pennsylvania
$58.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TFO
526
Tarbox Family Office
California
$2K 91 +42 +86%
PP
527
PrairieView Partners
Minnesota
$2K 100 +100 New
EW
528
Evoke Wealth
California
$1.71K 76 -143 -65%
CFGS
529
Concourse Financial Group Securities
Alabama
$1K 48 -6,103 -99%
FRA
530
Front Row Advisors
California
$1K 39 -65 -63%
CI
531
CX Institutional
Indiana
$1K 42 -41 -49%
MCM
532
MV Capital Management
Maryland
$1K 60 -26 -30%
IWP
533
IAG Wealth Partners
Wisconsin
$1K 35 – –
BWM
534
BerganKDV Wealth Management
Minnesota
$1K 58 – –
AF
535
Advisornet Financial
Minnesota
$1K 45 – –
NR
536
Newfound Research
Massachusetts
$1K 34 – –
Kayne Anderson Rudnick Investment Management
537
Kayne Anderson Rudnick Investment Management
California
$1K 63 – –
SFS
538
Sowell Financial Services
Arkansas
$1K 50 +4 +9%
VFA
539
Valeo Financial Advisors
Indiana
$1K 38 +38 New
RFA
540
Reilly Financial Advisors
California
$1K 44 +44 New
PWMG
541
Prestige Wealth Management Group
New Jersey
$1K 49 +49 New
EFSCE
542
Enterprise Financial Services Corp (EFSC)
Missouri
$1K 57 +57 New
ABC
543
Associated Banc-Corp
Wisconsin
$1K 60 +60 New
WIM
544
Westside Investment Management
California
$3 161 +161 New
Boston Partners
545
Boston Partners
Massachusetts
– – -1,160,024 Closed
PWAG
546
Polaris Wealth Advisory Group
California
– – -667,648 Closed
Marshall Wace
547
Marshall Wace
United Kingdom
– – -484,307 Closed
Ninety One (UK)
548
Ninety One (UK)
United Kingdom
– – -400,236 Closed
MCM
549
MKP Capital Management
New York
– – -356,896 Closed
OAC
550
OMERS Administration Corp
Ontario, Canada
– – -220,800 Closed
20 21
22
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