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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
UBS AM
101
UBS AM
Illinois
$1.1M +$365K +15,598 +53%
Credit Agricole
102
Credit Agricole
France
$1.1M – – –
Rafferty Asset Management
103
Rafferty Asset Management
New York
$1.04M +$996K +42,566 New
MC
104
Menta Capital
California
$992K -$686K -29,305 -42%
SLG
105
Stanley-Laman Group
Pennsylvania
$936K +$895K +38,237 New
Schroder Investment Management Group
106
Schroder Investment Management Group
United Kingdom
$931K -$2.84M -121,280 -76%
Legal & General Group
107
Legal & General Group
United Kingdom
$912K +$254K +10,862 +41%
MIM
108
MetLife Investment Management
New Jersey
$907K +$867K +37,069 New
Neuberger Berman Group
109
Neuberger Berman Group
New York
$904K +$865K +36,945 New
Barclays
110
Barclays
United Kingdom
$848K +$465K +19,881 +135%
UBS Group
111
UBS Group
Switzerland
$820K +$751K +32,074 +2,227%
CC
112
Cipher Capital
New York
$805K -$2.32M -99,031 -75%
CSS
113
Cubist Systematic Strategies
Connecticut
$805K -$1.47M -62,657 -66%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$779K +$112K +4,766 +18%
Teacher Retirement System of Texas
115
Teacher Retirement System of Texas
Texas
$691K +$660K +28,221 New
Ameriprise
116
Ameriprise
Minnesota
$681K -$4.49M -191,820 -87%
QT
117
Quantbot Technologies
New York
$642K +$434K +18,535 +240%
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$623K -$533K -22,766 -47%
SAM
119
Shell Asset Management
Netherlands
$607K – – –
SM
120
Sciencast Management
New Jersey
$576K +$487K +20,819 New
SGAM
121
Smith Group Asset Management
Texas
$489K -$6.79K -290 -1%
MAM
122
Meeder Asset Management
Ohio
$479K +$27.6K +1,178 +6%
CCMH
123
Cornerstone Capital Management Holdings
New York
$475K -$2.2M -93,828 -83%
TCM
124
Teza Capital Management
Illinois
$474K +$453K +19,369 New
Squarepoint
125
Squarepoint
New York
$465K -$389K -16,629 -47%
3 4
5
6 7

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.