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Taylor Morrison
TMHC

183 hedge funds and large institutions have $2.01B invested in Taylor Morrison in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

26% more capital invested

Capital invested by funds: $1.59B → $2.01B (+$417M)

20% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 55

13.95% more ownership

Funds ownership: 99.32% → 113.27% (+14%)

10% more funds holding

Funds holding: 167 → 183 (+16)

Holders
183
Holders Change
+16
Holders Change %
+9.58%
% of All Funds
4.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
66
Reduced
55
Closed
24
Calls
$210K
Puts
–
Net Calls
+$210K
Net Calls Change
+$152K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$90.9M
2
DSC
Donald Smith & Co
New York
+$74M
3
Millennium Management
Millennium Management
New York
+$64.1M
4
Principal Financial Group
Principal Financial Group
Iowa
+$19.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$19.7M

Top Sellers

1
AL
AJO LP
Pennsylvania
-$47.7M
2
H
Hexavest
Quebec, Canada
-$25.1M
3
BlackRock
BlackRock
New York
-$20.3M
4
Renaissance Technologies
Renaissance Technologies
New York
-$13.8M
5
American Century Companies
American Century Companies
Missouri
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
51
Los Angeles Capital Management
California
$5.29M +$2.01M +86,100 +66%
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$5.08M -$4.68K -200 -0.1%
BCM
53
Basswood Capital Management
New York
$5.08M +$4.86M +207,495 New
Bank of America
54
Bank of America
North Carolina
$5.05M -$5.83M -249,341 -55%
MWNA
55
Marshall Wace North America
New York
$4.98M +$462K +19,739 +11%
PAM
56
Panagora Asset Management
Massachusetts
$4.9M +$2.62M +112,052 +127%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$4.83M +$269K +11,489 +6%
Balyasny Asset Management
58
Balyasny Asset Management
Illinois
$4.72M +$3.84M +164,110 +571%
Two Sigma Investments
59
Two Sigma Investments
New York
$4.44M +$4.25M +181,423 New
LG
60
Leuthold Group
Minnesota
$4.08M -$116K -4,962 -3%
H
61
Hexavest
Quebec, Canada
$3.95M -$25.1M -1,071,006 -87%
CS
62
Credit Suisse
Switzerland
$3.89M +$1.51M +64,467 +68%
FQ
63
First Quadrant
California
$3.8M -$5.11M -218,316 -58%
PPA
64
Parametric Portfolio Associates
Washington
$3.78M +$2.14M +91,452 +145%
MPAM
65
Monarch Partners Asset Management
Massachusetts
$3.67M +$31.2K +1,335 +0.9%
Swiss National Bank
66
Swiss National Bank
Switzerland
$3.39M +$398K +17,000 +14%
SEI Investments
67
SEI Investments
Pennsylvania
$3.34M +$1.7M +72,740 +114%
MAM
68
Martingale Asset Management
Massachusetts
$3.25M +$3.11M +132,966 New
MCM
69
McKinley Capital Management
Alaska
$3.15M +$2.04K +87 +0.1%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$3.13M +$318K +13,589 +12%
Federated Hermes
71
Federated Hermes
Pennsylvania
$2.99M +$1.29M +55,249 +82%
PCM
72
Piermont Capital Management
Missouri
$2.96M -$24.5K -1,045 -0.9%
ZIM
73
Zacks Investment Management
Illinois
$2.93M +$347K +14,830 +14%
Allianz Asset Management
74
Allianz Asset Management
Germany
$2.69M -$2.41M -102,898 -48%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$2.57M -$3.66M -156,466 -60%
1 2
3
4 5

TMHC Hedge Fund Activity: Q4 2017 in Review

183 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Taylor Morrison (TMHC) for Q4 2017, worth a combined $2.01B — up 26% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TMHC positions and 24 closed out — a net gain of 18 holders — while 66 added to existing stakes and 55 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $90.9M. The largest seller was AJO LP, exiting entirely with an estimated $47.7M sold.

  • 183 institutional investors held Taylor Morrison (TMHC) as of Q4 2017, up from 167 in Q3 2017.
  • Funds reported $2.01B of Taylor Morrison stock for Q4 2017, up 26% quarter-over-quarter.
  • 42 funds opened new Taylor Morrison positions in Q4 2017 and 24 closed out, a net change of +18 holders.
  • The largest Taylor Morrison buyer in Q4 2017 was Fidelity Investments, an estimated $90.9M added.
  • The largest Taylor Morrison seller in Q4 2017 was AJO LP, an estimated $47.7M sold.

Based on aggregated 13F filings for Q4 2017.