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Toll Brothers

640 hedge funds and large institutions have $12B invested in Toll Brothers in 2024 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 179 increasing their positions, 246 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+68
Holders Change %
+11.89%
% of All Funds
9.28%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
132
Increased
179
Reduced
246
Closed
58
Calls
$207M
Puts
$254M
Net Calls
-$46.5M
Net Calls Change
+$78.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
351
River Wealth Advisors
Pennsylvania
$842K -$6.47K -50 -0.8%
HFM
352
Harvest Fund Management
China
$834K +$282K +2,180 +51%
DM
353
Diker Management
New York
$828K
BCI
354
Brinker Capital Investments
Pennsylvania
$811K +$116K +894 +17%
OPS
355
Orion Portfolio Solutions
Nebraska
$811K +$116K +894 +17%
MOS
356
MGO One Seven
Ohio
$804K +$804K +6,215 New
HCM
357
HGI Capital Management
New York
$804K +$804K +6,213 New
LWM
358
Lyell Wealth Management
California
$783K
WA
359
WESPAC Advisors
California
$773K +$148K +1,142 +24%
SAI
360
Systematic Alpha Investments
New Jersey
$763K
PVI
361
Pine Valley Investments
New Jersey
$763K
DT
362
Diversified Trust
Tennessee
$754K +$420K +3,244 +126%
CD
363
Chapin Davis
Maryland
$751K -$259K -2,000 -26%
CA
364
Cetera Advisors
Colorado
$733K +$733K +5,668 New
ASN
365
Advisory Services Network
Georgia
$723K +$152K +1,174 +27%
EI
366
Ethic Inc
New York
$720K +$183K +1,416 +34%
USGIU
367
U.S. Global Investors (USGI)
Texas
$718K -$84.1K -650 -10%
MFG
368
Merit Financial Group
Georgia
$718K +$77.1K +624 +12%
William Blair & Company
369
William Blair & Company
Illinois
$704K +$2.46K +19 +0.4%
ECA
370
Elevated Capital Advisors
Utah
$700K -$17.1K -132 -2%
HNB
371
Hilltop National Bank
Wyoming
$696K +$696K +5,379 New
PAS
372
Point72 Asia (Singapore)
Singapore
$692K +$692K +5,349 New
LFAS
373
Level Four Advisory Services
Texas
$676K +$19.9K +194 +3%
CMF
374
Counterpoint Mutual Funds
California
$673K +$673K +5,199 New
ProShare Advisors
375
ProShare Advisors
Maryland
$658K -$73.4K -567 -10%