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Taylor Morrison

275 hedge funds and large institutions have $3.96B invested in Taylor Morrison in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 77 increasing their positions, 112 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

106% more call options, than puts

Call options by funds: $6.66M | Put options by funds: $3.23M

34% more capital invested

Capital invested by funds: $2.96B → $3.96B (+$998M)

8% more funds holding

Funds holding: 254275 (+21)

0.62% more ownership

Funds ownership: 92.24%92.86% (+0.62%)

31% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 112

Holders
275
Holders Change
+21
Holders Change %
+8.27%
% of All Funds
4.23%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
48
Increased
77
Reduced
112
Closed
23
Calls
$6.66M
Puts
$3.23M
Net Calls
+$3.43M
Net Calls Change
+$5.72M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Allworth Financial
California
$10K
EI
252
Ellevest Inc
New York
$10K +$468 +15 +6%
JIR
253
James Investment Research
Ohio
$8K +$7.05K +226 New
Manulife (Manufacturers Life Insurance)
254
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.87K -$213K -6,812 -3%
FPS
255
Fieldpoint Private Securities
Connecticut
$6K
ST
256
Sageworth Trust
Pennsylvania
$4K -$13.2K -423 -77%
HR
257
Howe & Rusling
New York
$4K
PCG
258
Private Capital Group
Connecticut
$4K
LC
259
Lindbrook Capital
California
$4K +$125 +4 +3%
UB
260
UMB Bank
Missouri
$4K +$3.78K +121 New
BIA
261
Bell Investment Advisors
California
$3K -$624 -20 -22%
FHA
262
First Horizon Advisors
Tennessee
$3K
FF
263
FourThought Financial
Florida
$3K
GWS
264
Glassman Wealth Services
Virginia
$3K +$375 +12 +20%
HNB
265
Huntington National Bank
Ohio
$2K
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$2K
JWA
267
JFS Wealth Advisors
Pennsylvania
$2K +$1.53K +49 New
LWA
268
Lenox Wealth Advisors
New York
$2K +$1.53K +49 New
WT
269
Washington Trust
Rhode Island
$1K -$62 -2 -6%
CA
270
CoreCap Advisors
Michigan
$1K +$125 +4 New
NFG
271
Next Financial Group
Texas
$1K +$406 +13 +46%
BWA
272
BDO Wealth Advisors
Florida
$1K +$468 +15 New
SC
273
Schubert & Co
Texas
$1K +$780 +25 New
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$1K +$874 +28 New
SWA
275
Sutton Wealth Advisors
Florida
$594 +$531 +17 New

TMHC Hedge Fund Activity: Q4 2021 in Review

275 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Taylor Morrison (TMHC) for Q4 2021, worth a combined $3.96B — up 34% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new TMHC positions and 23 closed out — a net gain of 25 holders — while 77 added to existing stakes and 112 trimmed.

The largest buyer was Apollo Management Holdings, adding an estimated $50M. The largest seller was UBS Group, cutting an estimated $36M.

  • 275 institutional investors held Taylor Morrison (TMHC) as of Q4 2021, up from 254 in Q3 2021.
  • Funds reported $3.96B of Taylor Morrison stock for Q4 2021, up 34% quarter-over-quarter.
  • 48 funds opened new Taylor Morrison positions in Q4 2021 and 23 closed out, a net change of +25 holders.
  • The largest Taylor Morrison buyer in Q4 2021 was Apollo Management Holdings, an estimated $50M added.
  • The largest Taylor Morrison seller in Q4 2021 was UBS Group, an estimated $36M sold.

Based on aggregated 13F filings for Q4 2021.