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Pultegroup
PHM

Overview Fund Activity

762 hedge funds and large institutions have $15.6B invested in Pultegroup in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 235 increasing their positions, 298 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
762
Holders Change
+70
Holders Change %
+10.12%
% of All Funds
12.02%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
122
Increased
235
Reduced
298
Closed
50
Calls
$488M
Puts
$396M
Net Calls
+$92.3M
Net Calls Change
+$232M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$419M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$160M
3
BlackRock
BlackRock
New York
$1.62B
4
AQR Capital Management
AQR Capital Management
Connecticut
$320M
5
Man Group
Man Group
United Kingdom
$74.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$42.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.9M
3
Citadel Advisors
Citadel Advisors
Florida
$18.6M
4
AllianceBernstein
AllianceBernstein
Tennessee
$234M
5
Harris Associates
Harris Associates
Illinois
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
576
Gitterman Wealth Management
New Jersey
$244K +$244K +3,139 New
EI
577
Ellevest Inc
New York
$243K +$3.03K +39 +1%
ACM
578
Aquatic Capital Management
Illinois
$241K -$420K -5,400 -64%
AT
579
American Trust
Kentucky
$237K -$89.9K -1,157 -27%
BP
580
Ballentine Partners
Massachusetts
$235K +$235K +3,029 New
BFG
581
Bleakley Financial Group
New Jersey
$235K +$235K +3,023 New
SS
582
Simplicity Solutions
Minnesota
$235K +$235K +3,022 New
Wellington Management Group
583
Wellington Management Group
Massachusetts
$234K -$124K -1,594 -35%
CL
584
CSS LLC
Illinois
$233K -$77.7K -1,000 -25%
UID
585
Union Investments & Development
Israel
$233K – – –
LAI
586
Legal Advantage Investments
California
$233K +$233K +3,000 New
KFP
587
KMG Fiduciary Partners
Ohio
$232K +$232K +2,980 New
LCM
588
Laurion Capital Management
New York
$228K +$228K +2,935 New
FFP
589
FourThought Financial Partners
Florida
$223K +$223K +2,869 New
PS
590
Planned Solutions
California
$222K +$222K +2,860 New
OCBCO
591
Oversea-Chinese Banking Corp (OCBC)
Singapore
$221K +$221K +2,843 New
CS
592
Comerica Securities
Michigan
$221K +$221K +2,836 New
ATC
593
Argent Trust Co
Tennessee
$218K +$218K +2,812 New
OIA
594
OneDigital Investment Advisors
Kansas
$218K +$218K +2,810 New
CIA
595
Capital Investment Advisors
Georgia
$218K +$218K +2,802 New
CFB
596
Cullen/Frost Bankers
Texas
$218K -$99.3K -1,279 -31%
AWM
597
Aprio Wealth Management
Georgia
$217K +$217K +2,796 New
CI
598
Cigna Investments
Connecticut
$217K +$217K +2,792 New
KWM
599
Kolinsky Wealth Management
New Jersey
$216K +$216K +2,795 New
Empower Advisory Group
600
Empower Advisory Group
Colorado
$215K +$215K +2,764 New
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