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Taylor Morrison

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: 167183 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$225M +$10.2M +435,092 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$214M +$90.9M +3,886,046 +80%
BlackRock
3
BlackRock
New York
$169M -$20.3M -865,676 -11%
DSC
4
Donald Smith & Co
New York
$159M +$74M +3,162,765 +95%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$133M +$19.7M +841,438 +18%
Millennium Management
6
Millennium Management
New York
$89M +$64.1M +2,740,201 +305%
GA
7
Greenhaven Associates
New York
$66M +$3.96M +169,244 +7%
State Street
8
State Street
Massachusetts
$57.8M +$5.09M +217,672 +10%
JP Morgan Chase
9
JP Morgan Chase
New York
$55M +$2.9M +123,981 +6%
NIMC
10
NWQ Investment Management Company
California
$52.4M -$2.03M -86,553 -4%
Goldman Sachs
11
Goldman Sachs
New York
$43.4M +$11.7M +499,036 +39%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$39.6M +$4.39M +187,621 +13%
Renaissance Technologies
13
Renaissance Technologies
New York
$38.1M -$13.8M -588,716 -27%
Prudential Financial
14
Prudential Financial
New Jersey
$37.4M -$3.53M -151,056 -9%
TGHSA
15
TPG Group Holdings (SBS) Advisors
Texas
$36.7M
NI
16
Numeric Investors
Massachusetts
$34.8M -$819K -35,000 -2%
Norges Bank
17
Norges Bank
Norway
$26.4M -$5.38M -229,818 -18%
Northern Trust
18
Northern Trust
Illinois
$24.1M +$2.21M +94,603 +11%
Principal Financial Group
19
Principal Financial Group
Iowa
$22.2M +$19.9M +849,395 +1,433%
Wells Fargo
20
Wells Fargo
California
$19.6M +$6.14M +262,302 +49%
BIP
21
Brandes Investment Partners
California
$18.7M +$17.9M +765,527 New
LCM
22
Laurion Capital Management
New York
$17.9M +$17.1M +730,211 New
Citadel Advisors
23
Citadel Advisors
Florida
$17.4M +$4.92M +210,068 +42%
TCIM
24
TIAA CREF Investment Management
New York
$14.7M +$188K +8,021 +1%
Franklin Resources
25
Franklin Resources
California
$14.6M +$14M +598,300 New

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.