Hovnanian Enterprises Inc: which funds bought and sold

Institutions that bought and sold Hovnanian Enterprises shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 106 institutions that filed 13F reports for both quarters added to or opened positions in Hovnanian Enterprises, and 59 cut or closed them. Together they added a net 91K shares, +2.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 107K shares (+13.5%); index fund managers were net buyers of 30K shares (+2.5%). 48 opened a new position and 23 sold out entirely.

Bought, Q2 2026 106 institutions, 48 of them new holders Sold, Q2 2026 59 institutions, 23 of them sold out

Net change, all compared +91K shares (+2.8%)

Net change, active managers +107K shares (+13.5%), 24 bought, 12 sold

Buyers versus sellers

institutions compared, 202

106 bought 37 59 sold

Active managers and hedge funds 24 bought · 12 sold · +107K

Index fund managers 8 bought · 2 sold · +30K

Other institutions 74 bought · 45 sold · −46K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Jpmorgan Chase & Co	+59K +1986.7%	62K	$8.9M
Goldman Sachs Group Inc	+54K +106.7%	105K	$15M
American Century Companies Inc Active manager	+40K +32.3%	164K	$23.4M
HRT Financial LP	+35K New position	35K	$5M
Landscape Capital Management, L.L.C.	+29K New position	29K	$4.2M
Assenagon Asset Management S.A.	+26K +178.7%	41K	$5.8M
Millennium Management LLC Hedge fund	+25K +126.9%	45K	$6.4M
Jane Street Group, LLC	+22K +88.2%	47K	$6.6M
Blackrock, Inc. Index funds	+20K +4.9%	424K	$60.4M
Point72 Asset Management, L.P. Hedge fund	+12K New position	12K	$1.7M
Franklin Resources Inc Active manager	+12K +70.8%	28K	$4M
Alliancebernstein L.P. Active manager	+10K +65.5%	26K	$2.9M
Y-Intercept (Hong Kong) Ltd	+10K New position	10K	$1.4M
Bank Of America Corp	+8,546 +90.4%	18K	$2.6M
Walleye Capital LLC Hedge fund	+7,810 New position	7,810	$1.1M
Morgan Stanley	+7,172 +25.9%	35K	$5M
Allspring Global Investments Holdings, LLC	+7,139 +185.6%	11K	$1.5M
Engineers Gate Manager LP Hedge fund	+6,927 New position	6,927	$986,474
Balyasny Asset Management L.P. Hedge fund	+6,199 +232.9%	8,861	$1.3M
State Board Of Administration Of Florida Retirement System	+5,430 New position	5,430	$773,286

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+40K +32.3%	164K	$23.4M
Millennium Management LLC Hedge fund	+25K +126.9%	45K	$6.4M
Point72 Asset Management, L.P. Hedge fund	+12K New position	12K	$1.7M
Franklin Resources Inc Active manager	+12K +70.8%	28K	$4M
Alliancebernstein L.P. Active manager	+10K +65.5%	26K	$2.9M
Walleye Capital LLC Hedge fund	+7,810 New position	7,810	$1.1M
Engineers Gate Manager LP Hedge fund	+6,927 New position	6,927	$986,474
Balyasny Asset Management L.P. Hedge fund	+6,199 +232.9%	8,861	$1.3M
D. E. Shaw & Co., Inc. Hedge fund	+4,653 +4.2%	115K	$16.4M
Man Group PLC Hedge fund	+4,555 +20.4%	27K	$3.8M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Forager Capital Management, LLC	−87K −36.7%	150K	$21.3M
Towle & Co	−62K Sold out	0	—
Empowered Funds, LLC	−40K −54.1%	34K	$4.8M
Pacer Advisors, Inc.	−37K Sold out	0	—
Sei Investments Co	−35K Sold out	0	—
Quadrature Capital Ltd Hedge fund	−25K Sold out	0	—
Teacher Retirement System Of Texas	−22K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−13K −19.0%	57K	$8.1M
Varcov Co.	−13K Sold out	0	—
Mutual Advisors, LLC	−11K Sold out	0	—
Vanguard Global Advisers, LLC	−7,618 −44.7%	9,422	$1.3M
Healthcare Of Ontario Pension Plan Trust Fund	−7,400 Sold out	0	—
PDT Partners, LLC Hedge fund	−7,236 Sold out	0	—
Gsa Capital Partners LLP	−6,512 −71.1%	2,644	$377,000
Strs Ohio	−5,600 Sold out	0	—
HSBC Holdings PLC	−5,054 Sold out	0	—
Union Square Park Capital Management, LLC	−5,000 Sold out	0	—
Entrypoint Capital, LLC	−4,590 Sold out	0	—
Charles Schwab Investment Management Inc Index funds	−3,707 −3.8%	93K	$13.3M
UBS Group AG	−3,617 −8.2%	40K	$5.7M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Quadrature Capital Ltd Hedge fund	−25K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−13K −19.0%	57K	$8.1M
PDT Partners, LLC Hedge fund	−7,236 Sold out	0	—
Trexquant Investment LP Hedge fund	−3,227 −8.8%	33K	$4.8M
Boothbay Fund Management, LLC Hedge fund	−2,181 −17.4%	10K	$1.5M
Renaissance Technologies LLC Hedge fund	−2,100 −1.3%	161K	$23M
Jennison Associates LLC Active manager	−568 −4.5%	12K	$1.7M
AQR Capital Management LLC Hedge fund	−527 −1.5%	34K	$4.8M
FMR LLC Active manager	−440 −19.2%	1,848	$263,161
Brevan Howard Capital Management LP Hedge fund	−314 −2.8%	11K	$1.5M

New positions

largest by value

Institution	Shares	Value June 30, 2026
HRT Financial LP	35K	$5M
Landscape Capital Management, L.L.C.	29K	$4.2M
Point72 Asset Management, L.P.Hedge fund	12K	$1.7M
Y-Intercept (Hong Kong) Ltd	10K	$1.4M
Walleye Capital LLCHedge fund	7,810	$1.1M
Engineers Gate Manager LPHedge fund	6,927	$986,474
State Board Of Administration Of Florida Retirement System	5,430	$773,286
Virtu Financial LLC	3,609	$514,000
Centiva Capital, LPHedge fund	3,520	$501,283
Magnetar Financial LLCHedge fund	3,325	$473,513

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Towle & Co	62K	$6.8M
Pacer Advisors, Inc.	37K	$4.1M
Sei Investments Co	35K	$3.9M
Quadrature Capital LtdHedge fund	25K	$2.8M
Teacher Retirement System Of Texas	22K	$2.5M
Varcov Co.	13K	$1.4M
Mutual Advisors, LLC	11K	$1.3M
Healthcare Of Ontario Pension Plan Trust Fund	7,400	$820,734
PDT Partners, LLCHedge fund	7,236	$802,545
Strs Ohio	5,600	$621,096

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 181
Ten largest holders: 54.5%
Index fund managers: 36.0%
Active managers and hedge funds: 27.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	24	12	14	3	+107K	+13.5%
Index fund managers	8	2	0	0	+30K	+2.5%
Other institutions	74	45	34	20	−46K	−3.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Hovnanian Enterprises.

Only managers that filed a holdings report for both quarters are compared (202 here). 5 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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