TOL icon

Toll Brothers
TOL

Overview Fund Activity

572 hedge funds and large institutions have $9.92B invested in Toll Brothers in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 178 increasing their positions, 218 reducing their positions, and 49 closing their positions.

Holders
572
Holders Change
+59
Holders Change %
+11.5%
% of All Funds
8.39%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
117
Increased
178
Reduced
218
Closed
49
Calls
$180M
Puts
$305M
Net Calls
-$125M
Net Calls Change
-$37.4M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$47.7M
2
MCM
2
Marsico Capital Management
Colorado
$46.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$179M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$108M
5
Bank of America
5
Bank of America
North Carolina
$87.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.07B
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$79.1M
3
Millennium Management
3
Millennium Management
New York
$660K
4
Holocene Advisors
4
Holocene Advisors
New York
$39.7M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$324M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
326
Vident Advisory
Georgia
$681K 6,626 +1,017 +18%
RWA
327
River Wealth Advisors
Pennsylvania
$674K 6,557 -250 -4%
Millennium Management
328
Millennium Management
New York
$660K 6,418 -600,500 -99%
Creative Planning
329
Creative Planning
Kansas
$660K 6,416 +1,454 +29%
NA
330
NewEdge Advisors
Louisiana
$659K 6,722 -4,456 -40%
DM
331
Diker Management
New York
$658K 6,400 – –
LFAS
332
Level Four Advisory Services
Texas
$656K 6,380 -2,856 -31%
PIA
333
Panoramic Investment Advisors
Colorado
$637K 6,200 +100 +2%
USGIU
334
U.S. Global Investors (USGI)
Texas
$637K 6,200 +1,900 +44%
DADC
335
D.A. Davidson & Co
Montana
$630K 6,125 +6,125 New
LWM
336
Lyell Wealth Management
California
$622K 6,050 – –
AI
337
AXS Investments
New York
$617K 6,000 +6,000 New
GAM
338
Gotham Asset Management
New York
$614K 5,970 +516 +9%
PVI
339
Pine Valley Investments
New Jersey
$606K 5,900 – –
SAI
340
Systematic Alpha Investments
New Jersey
$606K 5,900 – –
AssetMark Inc
341
AssetMark Inc
California
$597K 5,807 +5,804 +193,467%
ProShare Advisors
342
ProShare Advisors
Maryland
$581K 5,654 -251 -4%
CC
343
Corton Capital
Ontario, Canada
$571K 5,554 -2,312 -29%
ECA
344
Elevated Capital Advisors
Utah
$570K 5,546 -59 -1%
WS
345
Wedbush Securities
California
$568K 5,525 +5,525 New
HI
346
Handelsinvest Investeringsforvaltning
Denmark
$566K 5,509 +5,509 New
HCM
347
Hodges Capital Management
Texas
$559K 5,436 -2,289 -30%
William Blair & Company
348
William Blair & Company
Illinois
$558K 5,426 +1,967 +57%
BCI
349
Brinker Capital Investments
Pennsylvania
$549K 5,376 +1,218 +29%
OPS
350
Orion Portfolio Solutions
Nebraska
$549K 5,376 +1,218 +29%
12 13
14
15 16