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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 %
MOS
526
MGO One Seven
Ohio
$248K +$1.09K +19 +0.4%
IRF
527
IBM Retirement Fund
New York
$247K -$176K -3,081 -42%
PGFC
528
Peapack-Gladstone Financial Corp
New Jersey
$244K +$244K +4,272 New
BA
529
Bristlecone Advisors
Washington
$242K +$242K +4,230 New
IWC
530
Integrated Wealth Concepts
Massachusetts
$238K +$238K +4,158 New
OWA
531
One Wealth Advisors
California
$238K +$238K +4,164 New
CTC
532
Central Trust Company
Missouri
$235K – – –
S
533
SignatureFD
Georgia
$231K +$14.8K +258 +7%
PA
534
Profund Advisors
Maryland
$231K +$231K +4,038 New
Acadian Asset Management
535
Acadian Asset Management
Massachusetts
$230K +$133K +2,334 +137%
SC
536
Savant Capital
Illinois
$230K +$230K +4,017 New
SG
537
StoneX Group
New York
$230K +$230K +4,013 New
GIA
538
Gateway Investment Advisers
Ohio
$229K +$229K +4,001 New
NICM
539
Neo Ivy Capital Management
New York
$227K -$585K -10,225 -72%
CFD
540
Creative Financial Designs
Indiana
$227K -$6.18K -108 -3%
SIA
541
Schechter Investment Advisors
Michigan
$226K +$226K +3,947 New
CS
542
Comerica Securities
Michigan
$216K +$216K +3,762 New
SW
543
SVB Wealth
Massachusetts
$214K -$526K -9,199 -71%
EWM
544
EPG Wealth Management
Georgia
$213K +$213K +3,735 New
CA
545
Capitolis Advisors
New York
$212K – – –
V
546
Veritable
Delaware
$211K +$211K +3,685 New
CCM
547
Coldstream Capital Management
Washington
$211K +$211K +3,700 New
VAS
548
Vestmark Advisory Solutions
Massachusetts
$210K +$210K +3,674 New
AIP
549
Ameritas Investment Partners
Nebraska
$207K – – –
PA
550
Parallel Advisors
California
$206K -$13.6K -238 -6%
20 21
22
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