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Taylor Morrison

266 hedge funds and large institutions have $3.63B invested in Taylor Morrison in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 105 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $3.11B → $3.63B (+$524M)

9% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 46

2.1% less ownership

Funds ownership: 93.48%91.38% (-2.1%)

2% less funds holding

Funds holding: 272266 (-6)

26% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 105

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

55% less call options, than puts

Call options by funds: $7.89M | Put options by funds: $17.5M

Holders
266
Holders Change
-6
Holders Change %
-2.21%
% of All Funds
4.67%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
42
Increased
78
Reduced
105
Closed
46
Calls
$7.89M
Puts
$17.5M
Net Calls
-$9.61M
Net Calls Change
-$8.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$9.09M -$18.3M -650,553 -69%
Swiss National Bank
52
Swiss National Bank
Switzerland
$8.69M +$84.2K +3,000 +1%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$7.74M +$820K +29,200 +13%
Legal & General Group
54
Legal & General Group
United Kingdom
$7.72M +$128K +4,548 +2%
Prudential Financial
55
Prudential Financial
New Jersey
$7.44M +$291K +10,345 +4%
Wells Fargo
56
Wells Fargo
California
$7.32M -$1.71M -60,811 -20%
Millennium Management
57
Millennium Management
New York
$6.82M -$5.13M -182,795 -45%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.54M -$477K -16,969 -7%
Citigroup
59
Citigroup
New York
$6.52M -$2.91M -103,708 -33%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$5.94M -$59.5K -2,117 -1%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$5.9M -$19.4K -692 -0.4%
Deutsche Bank
62
Deutsche Bank
Germany
$5.44M +$2.26M +80,304 +83%
Retirement Systems of Alabama
63
Retirement Systems of Alabama
Alabama
$5.18M -$34.4K -1,224 -0.7%
UBS AM
64
UBS AM
Illinois
$4.97M -$170K -6,053 -4%
SCM
65
Stanley Capital Management
Texas
$4.89M
HW
66
Hancock Whitney
Mississippi
$4.86M -$219K -7,806 -5%
PCM
67
Portolan Capital Management
Massachusetts
$4.8M +$454K +16,157 +12%
Rafferty Asset Management
68
Rafferty Asset Management
New York
$4.72M -$1.19M -42,246 -22%
CS
69
Credit Suisse
Switzerland
$4.71M -$3.07M -109,407 -42%
Two Sigma Investments
70
Two Sigma Investments
New York
$4.7M +$4.29M +152,617 New
Jacobs Levy Equity Management
71
Jacobs Levy Equity Management
New Jersey
$4.54M +$2.87M +102,354 +227%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$4.2M -$773K -27,518 -17%
Fisher Asset Management
73
Fisher Asset Management
Washington
$3.87M +$88.8K +3,162 +3%
Man Group
74
Man Group
United Kingdom
$3.83M -$11.3M -403,045 -76%
First Trust Advisors
75
First Trust Advisors
Illinois
$3.6M +$1.64M +58,438 +100%

TMHC Hedge Fund Activity: Q1 2021 in Review

266 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Taylor Morrison (TMHC) for Q1 2021, worth a combined $3.63B — up 17% from $3.11B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of TMHC and 42 opened new positions — a net loss of 4 holders — while 105 trimmed existing stakes and 78 added.

The largest buyer was Fidelity Investments, adding an estimated $37.5M. The largest seller was Bank of New York Mellon, cutting an estimated $30.2M.

  • 266 institutional investors held Taylor Morrison (TMHC) as of Q1 2021, down from 272 in Q4 2020.
  • Funds reported $3.63B of Taylor Morrison stock for Q1 2021, up 17% quarter-over-quarter.
  • 42 funds opened new Taylor Morrison positions in Q1 2021 and 46 closed out, a net change of -4 holders.
  • The largest Taylor Morrison buyer in Q1 2021 was Fidelity Investments, an estimated $37.5M added.
  • The largest Taylor Morrison seller in Q1 2021 was Bank of New York Mellon, an estimated $30.2M sold.

Based on aggregated 13F filings for Q1 2021.