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Pultegroup

620 hedge funds and large institutions have $10.7B invested in Pultegroup in 2020 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 229 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 51

34% more capital invested

Capital invested by funds: $7.95B → $10.7B (+$2.74B)

7% more funds holding

Funds holding: 578620 (+42)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.46% less ownership

Funds ownership: 87.21%86.74% (-0.46%)

8% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 229

34% less call options, than puts

Call options by funds: $57.8M | Put options by funds: $87.2M

Holders
620
Holders Change
+42
Holders Change %
+7.27%
% of All Funds
12.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
98
Increased
211
Reduced
229
Closed
51
Calls
$57.8M
Puts
$87.2M
Net Calls
-$29.4M
Net Calls Change
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
101
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19M +$3.76M +87,782 +27%
New York State Teachers Retirement System (NYSTRS)
102
New York State Teachers Retirement System (NYSTRS)
New York
$18.9M -$1.04M -24,301 -6%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$18.7M +$6.07M +141,790 +54%
WAM
104
Winslow Asset Management
Ohio
$18.2M -$492K -11,507 -3%
Nomura Holdings
105
Nomura Holdings
Japan
$17.7M +$1.48M +34,580 +10%
CAM
106
ClariVest Asset Management
California
$17.6M -$4.78M -111,743 -23%
LOAMS
107
Lombard Odier Asset Management (Switzerland)
Switzerland
$17.4M +$16M +375,000 New
SAM
108
Storebrand Asset Management
Norway
$17.1M -$4.61M -107,796 -23%
EVM
109
Eaton Vance Management
Massachusetts
$16.8M +$1.58K +37 +0%
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$16.7M +$1.4M +32,784 +10%
ZIM
111
Zacks Investment Management
Illinois
$16.6M +$5M +116,961 +48%
TD Asset Management
112
TD Asset Management
Ontario, Canada
$14.5M +$259K +6,048 +2%
Two Sigma Investments
113
Two Sigma Investments
New York
$13.8M -$2.82M -65,948 -18%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.6M +$741K +17,328 +6%
ACM
115
Atika Capital Management
New York
$13.4M +$299K +7,000 +2%
APG Asset Management
116
APG Asset Management
Netherlands
$13.3M -$11.6M -272,122 -45%
KBC Group
117
KBC Group
Belgium
$13.2M -$2.4M -56,104 -16%
Mackenzie Financial
118
Mackenzie Financial
Ontario, Canada
$13.1M +$3.49M +81,627 +40%
AIM
119
Artemis Investment Management
United Kingdom
$13.1M +$499K +11,673 +4%
Adage Capital Partners
120
Adage Capital Partners
Massachusetts
$12.9M -$415K -9,700 -3%
QI
121
QS Investors
New York
$12.2M +$1.4M +32,660 +14%
Macquarie Group
122
Macquarie Group
Australia
$11.9M +$135K +3,144 +1%
RJA
123
Raymond James & Associates
Florida
$11.6M +$1.02M +23,847 +10%
ACI
124
AMP Capital Investors
Australia
$11.3M +$182K +4,254 +2%
PI
125
PineBridge Investments
New York
$11.1M +$292K +6,818 +3%

PHM Hedge Fund Activity: Q3 2020 in Review

620 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q3 2020, worth a combined $10.7B — up 34% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new PHM positions and 51 closed out — a net gain of 47 holders — while 211 added to existing stakes and 229 trimmed.

The largest buyer was Man Group, adding an estimated $68.2M. The largest seller was Greenhaven Associates, cutting an estimated $137M.

  • 620 institutional investors held Pultegroup (PHM) as of Q3 2020, up from 578 in Q2 2020.
  • Funds reported $10.7B of Pultegroup stock for Q3 2020, up 34% quarter-over-quarter.
  • 98 funds opened new Pultegroup positions in Q3 2020 and 51 closed out, a net change of +47 holders.
  • The largest Pultegroup buyer in Q3 2020 was Man Group, an estimated $68.2M added.
  • The largest Pultegroup seller in Q3 2020 was Greenhaven Associates, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2020.