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Taylor Morrison

197 hedge funds and large institutions have $1.72B invested in Taylor Morrison in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 88 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 16

159% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 34

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

61% more capital invested

Capital invested by funds: $1.07B → $1.72B (+$649M)

30% more funds holding

Funds holding: 152197 (+45)

20.39% less ownership

Funds ownership: 118.98%98.6% (-20%)

Holders
197
Holders Change
+45
Holders Change %
+29.61%
% of All Funds
4.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
61
Increased
88
Reduced
34
Closed
16
Calls
$360K
Puts
Net Calls
+$360K
Net Calls Change
+$724K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$169M +$68.3M +2,962,990 +73%
BlackRock
2
BlackRock
New York
$158M +$51.6M +2,239,679 +52%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$158M +$17.2M +744,914 +13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$84.1M +$35M +1,519,523 +77%
DSC
5
Donald Smith & Co
New York
$80.2M -$13.8K -601 -0%
NIMC
6
NWQ Investment Management Company
California
$52.3M -$16M -694,459 -24%
JP Morgan Chase
7
JP Morgan Chase
New York
$50.1M +$24.5M +1,065,455 +104%
H
8
Hexavest
Quebec, Canada
$47.3M -$738K -32,036 -2%
Goldman Sachs
9
Goldman Sachs
New York
$46M +$33.8M +1,465,003 +324%
State Street
10
State Street
Massachusetts
$45.7M +$19.6M +850,685 +81%
Millennium Management
11
Millennium Management
New York
$43.8M +$20.9M +908,415 +99%
Prudential Financial
12
Prudential Financial
New Jersey
$42.8M +$12.4M +537,590 +43%
Renaissance Technologies
13
Renaissance Technologies
New York
$37.6M +$22M +955,000 +157%
TGHSA
14
TPG Group Holdings (SBS) Advisors
Texas
$36M
GA
15
Greenhaven Associates
New York
$31.1M +$26.9M +1,168,700 +915%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$29.3M +$12M +520,247 +74%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$27.9M +$25.4M +1,101,290 +1,873%
AL
18
AJO LP
Pennsylvania
$19.1M +$18.4M +797,277 New
Northern Trust
19
Northern Trust
Illinois
$18.8M +$5.81M +252,050 +47%
Deutsche Bank
20
Deutsche Bank
Germany
$18.5M +$9.85M +427,560 +125%
NI
21
Numeric Investors
Massachusetts
$17.2M +$12.7M +550,600 +329%
BIM
22
Bogle Investment Management
Massachusetts
$15M +$106K +4,600 +0.7%
LCM
23
Laurion Capital Management
New York
$15M +$5.05M +219,301 +54%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$14M +$13.4M +580,833 +61,012%
Norges Bank
25
Norges Bank
Norway
$13.7M +$4.61M +200,000 +54%

TMHC Hedge Fund Activity: Q2 2017 in Review

197 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Taylor Morrison (TMHC) for Q2 2017, worth a combined $1.72B — up 61% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new TMHC positions and 16 closed out — a net gain of 45 holders — while 88 added to existing stakes and 34 trimmed.

The largest buyer was Vanguard Group, adding an estimated $68.3M. The largest seller was Credit Suisse, cutting an estimated $96.5M.

  • 197 institutional investors held Taylor Morrison (TMHC) as of Q2 2017, up from 152 in Q1 2017.
  • Funds reported $1.72B of Taylor Morrison stock for Q2 2017, up 61% quarter-over-quarter.
  • 61 funds opened new Taylor Morrison positions in Q2 2017 and 16 closed out, a net change of +45 holders.
  • The largest Taylor Morrison buyer in Q2 2017 was Vanguard Group, an estimated $68.3M added.
  • The largest Taylor Morrison seller in Q2 2017 was Credit Suisse, an estimated $96.5M sold.

Based on aggregated 13F filings for Q2 2017.