We are live on ! Find out more
TMHC icon

Taylor Morrison
TMHC

105 hedge funds and large institutions have $628M invested in Taylor Morrison in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $540M → $628M (+$87.2M)

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

9% more funds holding

Funds holding: 96 → 105 (+9)

0.76% less ownership

Funds ownership: 101.28% → 100.51% (-0.76%)

78% less call options, than puts

Call options by funds: $19K | Put options by funds: $87K

Holders
105
Holders Change
+9
Holders Change %
+9.38%
% of All Funds
2.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
36
Reduced
31
Closed
10
Calls
$19K
Puts
$87K
Net Calls
-$68K
Net Calls Change
-$186K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.7M
2
CP
Covalent Partners
Massachusetts
+$15.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$8.73M
4
First Trust Advisors
First Trust Advisors
Illinois
+$8.17M
5
TCG
Tremblant Capital Group
Florida
+$7.01M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$21.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$16.6M
3
Millennium Management
Millennium Management
New York
-$7.77M
4
PI
Putnam Investments
Massachusetts
-$6.73M
5
FAM
Fred Alger Management
New York
-$6.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
51
Charles Schwab
California
$1.07M +$302K +16,939 +42%
Credit Agricole
52
Credit Agricole
France
$1.01M -$331K -18,527 -26%
ARC
53
Absolute Return Capital
Massachusetts
$920K -$3.54M -198,284 -80%
PPA
54
Parametric Portfolio Associates
Washington
$888K +$299K +16,725 +55%
MAM
55
Mark Asset Management
New York
$887K +$838K +46,966 New
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$863K +$892K +50,000 New
FMT
57
First Mercantile Trust
Tennessee
$767K -$117K -6,530 -14%
TCIM
58
TIAA CREF Investment Management
New York
$755K +$23.3K +1,303 +3%
GC
59
Guggenheim Capital
Illinois
$742K +$130K +7,271 +23%
AllianceBernstein
60
AllianceBernstein
Tennessee
$738K – – –
Swiss National Bank
61
Swiss National Bank
Switzerland
$691K – – –
TRSOTSOK
62
Teachers Retirement System of the State of Kentucky
Kentucky
$639K – – –
GCP
63
GSA Capital Partners
United Kingdom
$584K +$87.5K +4,902 +19%
Axa
64
Axa
France
$565K +$455K +25,500 +580%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$529K +$249K +13,976 +100%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$478K +$25.9K +1,450 +6%
Bank of America
67
Bank of America
North Carolina
$437K -$155K -8,694 -27%
CSS
68
Cubist Systematic Strategies
Connecticut
$434K +$130K +7,286 +47%
NFA
69
Nationwide Fund Advisors
Ohio
$433K – – –
Deutsche Bank
70
Deutsche Bank
Germany
$432K +$163K +9,108 +66%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$370K – – –
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$338K +$11.9K +665 +4%
CPM
73
Chesapeake Partners Management
Maryland
$297K +$280K +15,700 New
BIM
74
BlackRock Investment Management
Delaware
$280K -$1.12K -63 -0.4%
TC
75
TradeLink Capital
Illinois
$274K +$259K +14,488 New
1 2
3
4 5

TMHC Hedge Fund Activity: Q4 2014 in Review

105 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Taylor Morrison (TMHC) for Q4 2014, worth a combined $628M — up 16% from $540M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TMHC positions and 10 closed out — a net gain of 11 holders — while 36 added to existing stakes and 31 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $23.7M. The largest seller was Wellington Management Group, cutting an estimated $21.7M.

  • 105 institutional investors held Taylor Morrison (TMHC) as of Q4 2014, up from 96 in Q3 2014.
  • Funds reported $628M of Taylor Morrison stock for Q4 2014, up 16% quarter-over-quarter.
  • 21 funds opened new Taylor Morrison positions in Q4 2014 and 10 closed out, a net change of +11 holders.
  • The largest Taylor Morrison buyer in Q4 2014 was Fidelity Investments, an estimated $23.7M added.
  • The largest Taylor Morrison seller in Q4 2014 was Wellington Management Group, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2014.