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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
EMG
126
Ellington Management Group
Connecticut
$455K +$435K +18,603 New
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$428K +$245K +10,465 +149%
EGM
128
Engineers Gate Manager
New York
$408K +$390K +16,671 New
Holocene Advisors
129
Holocene Advisors
New York
$390K +$373K +15,925 New
MOACM
130
Mutual of America Capital Management
New York
$389K – – –
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$383K +$367K +15,663 New
First Trust Advisors
132
First Trust Advisors
Illinois
$379K +$363K +15,492 New
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$363K +$347K +14,838 New
SG Americas Securities
134
SG Americas Securities
New York
$337K -$509K -21,769 -61%
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$334K – – –
State Board of Administration of Florida Retirement System
136
State Board of Administration of Florida Retirement System
Florida
$334K – – –
Citigroup
137
Citigroup
New York
$327K -$251K -10,721 -45%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$322K +$308K +13,165 New
CCM
139
Check Capital Management
California
$308K -$9.36K -400 -3%
CG
140
Caprock Group
Idaho
$308K +$14.5K +620 +6%
Parallax Volatility Advisers
141
Parallax Volatility Advisers
California
$303K +$290K +12,390 New
ProShare Advisors
142
ProShare Advisors
Maryland
$295K +$282K +12,042 New
Acadian Asset Management
143
Acadian Asset Management
Massachusetts
$283K -$4.87M -208,071 -95%
Verition Fund Management
144
Verition Fund Management
Connecticut
$283K -$133K -5,695 -33%
Victory Capital Management
145
Victory Capital Management
Texas
$273K +$22.6K +967 +9%
AB
146
Amalgamated Bank
New York
$270K +$258K +11,017 New
Macquarie Group
147
Macquarie Group
Australia
$269K -$665K -28,400 -72%
VCM
148
Versant Capital Management
Arizona
$267K – – –
NIT
149
NumerixS Investment Technologies
British Columbia, Canada
$259K -$184K -7,843 -43%
KCM
150
Kendall Capital Management
Maryland
$255K +$244K +10,430 New
4 5
6
7 8

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.