Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Meritage Homes Corp (MTH)

395 + Investors. Track Smart Money conviction in MTH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — MTH

Based on 401 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MTH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
401 hedge funds hold MTH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MTH is almost the same as a year ago (+9 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

211 buying209 selling
Last quarter: 211 funds bought or added vs 209 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 71 → 61 → 67 → 56. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new
253 out of 401 hedge funds have held MTH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +37% but shares only +11% — price-driven

Value
+37%
Shares
+11%
Last quarter: the total dollar value of institutional holdings rose +37%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~56 new funds/quarter

59 → 71 → 61 → 67 → 56 new funds/Q
New funds entering each quarter: 71 → 61 → 67 → 56. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 22% newcomers

■ 67% veterans ■ 11% 1-2yr ■ 22% new
Entry-cohort mix of 412 holders: 276 (67%) are 2+ year veterans, 47 entered 1–2 years ago, and 89 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
63 of 399 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in MTH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MTH

In 2026 Q2, 211 hedge funds were net buyers of MTH (56 opened a new position, 155 added to an existing one), while 209 reduced or exited (146 trimmed, 63 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 67% of total institutional value in MTH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 401.

Hedge Fund Ownership: MTH

How many hedge funds hold MTH — quarterly history vs. share price
Quarterly hedge fund ownership of MTH vs. share price

Market Analysis: MTH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MTH

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Meritage Homes Corp (MTH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MTH has moved relative to its sector benchmark (XLY) since the 2026 Q3 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End September 30, 2026 · 45d ago
MTH
+6.4%
XLY
+10.1%

MTH outperformed XLY by -3.7% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 0d ago
MTH
+0.0%
XLY
+0.0%

Since the filing became public, MTH outperformed XLY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 2 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: MTH
2026 Q3 Stats Unlock in 5 days 395 + Investors

Track Smart Money conviction in MTH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 395 408 -3.19%
13F Shares 68M 67M 0.8%
Total Value $5.53B $4.09B 35.33%
New Positions 55 67 -12
Increased Positions 148 136 +12
Closed Positions 66 57 +9
Reduced Positions 145 160 -15
Total Calls 7 8 -12.5%
Total Puts 5 5 -
PUT/CALL Ratio 0.71 0.62 Neutral

Statistics: MTH

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q3)

395 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MTH. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 MTH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Callodine Capital Management, LP 1.86% 470,000 $29.5M
2 1492 Capital Management LLC 1.81% 85,224 $5.4M
3 Atlas FRM LLC 1.48% 615,000 $38.7M
4 Schwerin Boyle Capital Management Inc 1.13% 142,423 $9.0M
5 Greenhaven Associates Inc 1.08% 1,367,579 $86.0M
6 Security National Bank 0.90% 123,500 $7.8M
7 Sippican Capital Advisors 0.86% 20,623 $1.3M
8 Moody Aldrich Partners LLC 0.45% 37,583 $2.4M
9 English Capital Management LLC 0.40% 13,857 $871K
10 Earnest Partners LLC 0.36% 1,445,884 $90.9M
11 D L Carlson Investment Group Inc 0.32% 33,610 $2.1M
12 South Shore Capital Advisors 0.29% 6,676 $420K
13 Ceredex Value Advisors LLC 0.25% 129,800 $8.2M
14 Ausbil Investment Management Ltd 0.25% 7,968 $501K
15 MQS Management LLC 0.24% 6,438 $405K
16 Bayforest Capital Ltd 0.17% 1,794 $113K
17 Legacy Capital Group California, Inc. 0.16% 8,348 $525K
18 Moulton Wealth Management, Inc 0.14% 3,215 $207K
19 Sepio Capital, LP 0.14% 55,762 $3.5M
20 Landscape Capital Management, L.L.C. 0.13% 27,490 $1.7M
21 Impax Asset Management Group plc 0.11% 236,961 $14.9M
22 Mizuho Markets Americas LLC 0.11% 123,381 $7.8M
23 New England Research & Management, Inc. 0.11% 4,384 $276K
24 Quantbot Technologies LP 0.10% 43,668 $2.7M
25 Edgestream Partners, L.P. 0.09% 54,148 $3.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

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Frequently Asked Questions — Meritage Homes Corp (MTH)

What does the Smart Money Trend signal show for MTH?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MTH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MTH?

Slight buying edge — 50% buying: Last quarter: 211 funds bought or added vs 209 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MTH holders?

Elite ownership — 67% AUM from top-100 funds: 63 of 399 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in MTH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MTH?

63% of holders stayed for 2+ years: 253 out of 401 hedge funds have held MTH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Meritage Homes Corp (MTH) following the 2026 Q3 hedge fund 13F filings?

As of today, MTH has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), MTH has gained +6.4% vs +10.1% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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