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Pultegroup
PHM

Overview Fund Activity

995 hedge funds and large institutions have $26.3B invested in Pultegroup in 2024 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 337 increasing their positions, 390 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+64
Holders Change %
+6.87%
% of All Funds
14.39%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
156
Increased
337
Reduced
390
Closed
86
Calls
$385M
Puts
$471M
Net Calls
-$86.8M
Net Calls Change
+$16.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.3B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$236M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$162M
4
Ameriprise
Ameriprise
Minnesota
$407M
5
Franklin Resources
Franklin Resources
California
$1.65B

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$4.74M
2
AQR Capital Management
AQR Capital Management
Connecticut
$189M
3
Allianz Asset Management
Allianz Asset Management
Germany
$146M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$614M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
976
North Star Investment Management
Illinois
$2.3K – – –
ZB
977
Zions Bancorporation
Utah
$1.87K -$4.88K -34 -72%
LWMI
978
Legacy Wealth Management (Idaho)
Idaho
$1.53K +$1.53K +12 New
LIS
979
Legacy Investment Solutions
Idaho
$1.53K +$1.53K +12 New
NL
980
NVWM LLC
Pennsylvania
$1.44K – – –
CA
981
Claris Advisors
Missouri
$1.44K +$1.44K +10 New
HWP
982
Highline Wealth Partners
California
$1.44K +$1.44K +10 New
TCOV
983
Trust Company of Vermont
Vermont
$1.29K +$144 +1 +13%
TCM
984
Tradewinds Capital Management
Washington
$1.01K – – –
CTB
985
Country Trust Bank
Illinois
$1.01K – – –
JFG
986
JDM Financial Group
Texas
$1.01K +$1.01K +7 New
PMAM
987
Picton Mahoney Asset Management
Ontario, Canada
$1K -$173K -1,387 -99%
AWM
988
Abound Wealth Management
Tennessee
$862 – – –
FAM
989
Flaharty Asset Management
Florida
$718 +$718 +5 New
GAM
990
Groupama Asset Management
France
$553 +$553 +4,923 New
RWM
991
Ruedi Wealth Management
Illinois
$431 -$431 -3 -50%
FFA
992
Fairfield Financial Advisors
Massachusetts
$276 – – –
WA
993
WestEnd Advisors
North Carolina
$144 – – –
MFG
994
Mendota Financial Group
Wisconsin
$144 +$144 +1 New
WOC
995
West Oak Capital
California
$122 -$57 -40 -32%
BFPW
996
BOK Financial Private Wealth
Colorado
$3 -$1 – –
Norges Bank
997
Norges Bank
Norway
– -$408M -3,705,904 Closed
Citadel Advisors
998
Citadel Advisors
Florida
– -$55.5M -503,974 Closed
Fiera Capital (Canada)
999
Fiera Capital (Canada)
Quebec, Canada
– -$40.7M -369,759 Closed
Holocene Advisors
1000
Holocene Advisors
New York
– -$39.6M -359,453 Closed
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