Meritage Homes Corp: which funds bought and sold
Institutions that bought and sold Meritage Homes 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, 203 institutions that filed 13F reports for both quarters added to or opened positions in Meritage Homes, and 205 cut or closed them. Together they added a net 1.0M shares, +1.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 435K shares (+2.3%); index fund managers were net buyers of 944K shares (+3.6%). 53 opened a new position and 61 sold out entirely.
Bought, Q2 2026 203 institutions, 53 of them new holders Sold, Q2 2026 205 institutions, 61 of them sold out
Net change, all compared +1.0M shares (+1.5%)
Net change, active managers +435K shares (+2.3%), 31 bought, 32 sold
Buyers versus sellers
203 bought 46 205 sold
Active managers and hedge funds 31 bought · 32 sold · +435K
Index fund managers 10 bought · 2 sold · +944K
Other institutions 162 bought · 171 sold · −368K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| BAMCO Inc Active manager | +1.3M New position | 1.3M | $112M |
| T. Rowe Price Investment Management, Inc. Active manager | +716K +387.3% | 900K | $75.5M |
| Blackrock, Inc. Index funds | +503K +4.3% | 12.2M | $1B |
| UBS Group AG | +463K +67.0% | 1.2M | $96.8M |
| Two Sigma Investments, LP Hedge fund | +438K +31.3% | 1.8M | $154M |
| Grs Advisors, LLC | +436K +1938.0% | 459K | $38.5M |
| FMR LLC Active manager | +329K +9.2% | 3.9M | $328M |
| Massachusetts Financial Services Co Active manager | +306K New position | 306K | $25.6M |
| Callodine Capital Management, LP | +305K +225.9% | 440K | $36.9M |
| Millennium Management LLC Hedge fund | +270K +31.8% | 1.1M | $94M |
| Algert Global LLC Hedge fund | +259K +267.8% | 356K | $29.9M |
| Atlas Frm LLC | +220K New position | 220K | $18.4M |
| AQR Capital Management LLC Hedge fund | +194K +111.7% | 368K | $30.8M |
| Wells Fargo & Company | +191K +59.9% | 509K | $42.7M |
| Schwerin Boyle Capital Management Inc | +142K New position | 142K | $11.9M |
| State Street Corp Index funds | +140K +4.1% | 3.6M | $301M |
| Victory Capital Management Inc Active manager | +125K +100.7% | 249K | $20.9M |
| Boothbay Fund Management, LLC Hedge fund | +112K +748.1% | 127K | $10.6M |
| Impax Asset Management Group PLC | +107K New position | 107K | $9M |
| Freestone Grove Partners LP Hedge fund | +104K +1464.8% | 111K | $9.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| BAMCO Inc Active manager | +1.3M New position | 1.3M | $112M |
| T. Rowe Price Investment Management, Inc. Active manager | +716K +387.3% | 900K | $75.5M |
| Two Sigma Investments, LP Hedge fund | +438K +31.3% | 1.8M | $154M |
| FMR LLC Active manager | +329K +9.2% | 3.9M | $328M |
| Massachusetts Financial Services Co Active manager | +306K New position | 306K | $25.6M |
| Millennium Management LLC Hedge fund | +270K +31.8% | 1.1M | $94M |
| Algert Global LLC Hedge fund | +259K +267.8% | 356K | $29.9M |
| AQR Capital Management LLC Hedge fund | +194K +111.7% | 368K | $30.8M |
| Victory Capital Management Inc Active manager | +125K +100.7% | 249K | $20.9M |
| Boothbay Fund Management, LLC Hedge fund | +112K +748.1% | 127K | $10.6M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Vaughan Nelson Investment Management, L.P. Active manager | −676K Sold out | 0 | — |
| Qube Research & Technologies Ltd Hedge fund | −621K −75.6% | 200K | $16.8M |
| Woodline Partners LP Hedge fund | −567K Sold out | 0 | — |
| Jane Street Group, LLC | −536K −99.3% | 3,688 | $309,239 |
| Summittx Capital, L.P. | −410K −87.0% | 61K | $5.1M |
| Citadel Advisors LLC Hedge fund | −380K −75.0% | 127K | $10.7M |
| Squarepoint Ops LLC Hedge fund | −372K −63.1% | 217K | $18.2M |
| Tudor Investment Corp Et Al Hedge fund | −236K Sold out | 0 | — |
| Sophron Capital Management L.P. | −235K Sold out | 0 | — |
| Point72 Asset Management, L.P. Hedge fund | −221K −87.8% | 31K | $2.6M |
| Ddd Partners, LLC | −189K Sold out | 0 | — |
| HRT Financial LP | −179K Sold out | 0 | — |
| Voloridge Investment Management, LLC Hedge fund | −173K Sold out | 0 | — |
| Greenhaven Associates Inc Active manager | −157K −10.8% | 1.3M | $109M |
| Morgan Stanley | −148K −15.5% | 805K | $67.5M |
| Sone Capital Management, LLC | −121K −48.7% | 128K | $10.7M |
| Bank Of America Corp | −112K −18.2% | 504K | $42.3M |
| Natixis Advisors, LLC | −109K −87.7% | 15K | $1.3M |
| Walleye Capital LLC Hedge fund | −100K −29.7% | 237K | $19.9M |
| Engineers Gate Manager LP Hedge fund | −85K −93.9% | 5,540 | $464,529 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Vaughan Nelson Investment Management, L.P. Active manager | −676K Sold out | 0 | — |
| Qube Research & Technologies Ltd Hedge fund | −621K −75.6% | 200K | $16.8M |
| Woodline Partners LP Hedge fund | −567K Sold out | 0 | — |
| Citadel Advisors LLC Hedge fund | −380K −75.0% | 127K | $10.7M |
| Squarepoint Ops LLC Hedge fund | −372K −63.1% | 217K | $18.2M |
| Tudor Investment Corp Et Al Hedge fund | −236K Sold out | 0 | — |
| Point72 Asset Management, L.P. Hedge fund | −221K −87.8% | 31K | $2.6M |
| Voloridge Investment Management, LLC Hedge fund | −173K Sold out | 0 | — |
| Greenhaven Associates Inc Active manager | −157K −10.8% | 1.3M | $109M |
| Walleye Capital LLC Hedge fund | −100K −29.7% | 237K | $19.9M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| BAMCO IncActive manager | 1.3M | $112M |
| Massachusetts Financial Services CoActive manager | 306K | $25.6M |
| Atlas Frm LLC | 220K | $18.4M |
| Schwerin Boyle Capital Management Inc | 142K | $11.9M |
| Impax Asset Management Group PLC | 107K | $9M |
| D L Carlson Investment Group Inc | 36K | $3M |
| Neo Ivy Capital Management | 29K | $2.4M |
| Bayhunt Capital LLC | 34K | $2.2M |
| Ieq Capital, LLC | 26K | $2.2M |
| Integrated Advisors Network LLC | 24K | $2M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Vaughan Nelson Investment Management, L.P.Active manager | 676K | $41.8M |
| Woodline Partners LPHedge fund | 567K | $35.1M |
| Tudor Investment Corp Et AlHedge fund | 236K | $14.6M |
| Sophron Capital Management L.P. | 235K | $14.5M |
| Ddd Partners, LLC | 189K | $11.7M |
| HRT Financial LP | 179K | $11.1M |
| Voloridge Investment Management, LLCHedge fund | 173K | $10.7M |
| Twinbeech Capital LP | 57K | $3.5M |
| Silvercrest Asset Management Group LLC | 57K | $3.5M |
| Gsa Capital Partners LLP | 55K | $3.4M |
Who holds the shares
- Institutions reporting
- 397
- Ten largest holders
- 54.1% of 13F-reported shares
- Index fund managers
- 40.0% of 13F-reported shares
- Active managers and hedge funds
- 28.4% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 31 | 32 | 6 | 11 | +435K | +2.3% |
| Index fund managers | 10 | 2 | 0 | 0 | +944K | +3.6% |
| Other institutions | 162 | 171 | 47 | 50 | −368K | −1.8% |