HOVNANIAN ENTERPRISES INC HOV
CL A NEW · Common Stock · CUSIP 442487401
Real estate company in the United States
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $142.32. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 78 |
| Q4 2022 | 79 |
| Q1 2023 | 86 |
| Q2 2023 | 104 |
| Q3 2023 | 115 |
| Q4 2023 | 137 |
| Q1 2024 | 148 |
| Q2 2024 | 134 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 37 | 37 |
| Q1 2023 | 50 | 41 |
| Q2 2023 | 54 | 44 |
| Q3 2023 | 61 | 42 |
| Q4 2023 | 79 | 42 |
| Q1 2024 | 75 | 72 |
| Q2 2024 | 71 | 72 |
Biggest buyers
| STATE STREET CORP | Added | +121.9k |
| Forager Capital Management, LLC | New | +113.0k |
| VANGUARD GROUP INC | Added | +48.4k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Added | +22.9k |
| BANK OF MONTREAL /CAN/ | Added | +19.0k |
| AMERICAN CENTURY COMPANIES INC | Added | +18.6k |
| NISA INVESTMENT ADVISORS, LLC | Added | +17.0k |
| WELLS FARGO & COMPANY/MN | Added | +14.2k |
| SG Americas Securities, LLC | Added | +13.8k |
| AXA S.A. | Added | +12.2k |
Biggest sellers
| MORGAN STANLEY | Reduced | -170.1k |
| Invesco Ltd. | Reduced | -53.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -27.5k |
| Empowered Funds, LLC | Reduced | -23.8k |
| D. E. Shaw & Co., Inc. | Reduced | -20.5k |
| Assenagon Asset Management S.A. | Reduced | -17.9k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -13.8k |
| DEUTSCHE BANK AG\ | Reduced | -10.0k |
| Qube Research & Technologies Ltd | Reduced | -8.7k |
| HRT FINANCIAL LP | Reduced | -8.3k |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.1 pts · filed 2026-01-21 | 7.7% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 1 | $666.2k | — |
| Q2 2023 | 0 | — | 1 | $7.9m | — |
| Q3 2023 | 0 | — | 1 | $48.4k | — |
| Q4 2023 | 0 | — | 4 | $14.3m | — |
| Q1 2024 | 0 | — | 1 | $157.8k | — |
| Q2 2024 | 0 | — | 3 | $6.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-28 | HOVNANIAN ARA K Chairman of Bd., Pres. & CEO, director | Sold | $3.5m24.7k shares |
| 2024-06-27 | HOVNANIAN ARA K Chairman of Bd., Pres. & CEO, director | Sold | $320.1k2.3k shares |
| 2024-06-26 | HOVNANIAN ARA K Chairman of Bd., Pres. & CEO, director | Sold | $157.3k1.1k shares |
| 2024-06-24 | HOVNANIAN ARA K Chairman of Bd., Pres. & CEO, director | Sold | $667.0k4.5k shares |
| 2024-06-17 | HOVNANIAN ARA K Chairman of Bd., Pres. & CEO, director | Sold | $1.1m7.4k shares |
| 2024-06-13 | Sellers Robin Stone Director | Sold | $225.0k1.5k shares |
| 2024-05-31 | KANGAS EDWARD A Director | Sold | $289.4k2.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.00% of their portfolio | 384.9k $54.6m | Added +9.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 328.9k $46.7m | Added +48.4k |
| STATE STREET CORP 0.00% of their portfolio | 230.4k $32.7m | Added +121.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 218.3k $31.0m | Reduced -5.4k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 178.2k $25.3m | Reduced -3.4k |
| GW&K Investment Management, LLC 0.18% of their portfolio | 138.3k $19.6m | Added +8.5k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 133.9k $19.0m | Added +18.6k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 123.2k $17.5m | Reduced -20.5k |
| Forager Capital Management, LLC 6.87% of their portfolio | 113.0k $16.0m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 111.6k $15.8m | Added +5.6k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.30% of their portfolio | 91.7k $13.0m | Added +22.9k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 67.2k $9.5m | Added +5.1k |
| UBS Group AG 0.00% of their portfolio | 62.6k $8.9m | Added +8.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 62.1k $8.8m | Reduced -8.1k |
| MORGAN STANLEY 0.00% of their portfolio | 60.9k $8.6m | Reduced -170.1k |
| AWH Capital, L.P. 7.83% of their portfolio | 53.5k $7.6m | Added +5.0k |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC 3.38% of their portfolio | 48.0k $6.8m | Added +3.0k |
| Woodson Capital Management, LP 1.33% of their portfolio | 48.0k $6.8m | Added +7.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 47.5k $6.7m | Reduced -13.8k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 45.4k $7.7m | Added +19.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 40.7k $5.8m | Reduced -912 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 37.9k $5.4m | Reduced -27.5k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 37.7k $5.4m | Reduced -17.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 35.1k $5.0m | Added +993 |
| Foundry Partners, LLC 0.26% of their portfolio | 34.4k $4.9m | Added +7.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 29.7k $4.2m | Added +10.5k |
| ROYCE & ASSOCIATES LP 0.04% of their portfolio | 29.2k $4.1m | Unchanged |
| Empowered Funds, LLC 0.07% of their portfolio | 27.7k $3.9m | Reduced -23.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 26.0k $3.7m | Reduced -389 |
| Invesco Ltd. 0.00% of their portfolio | 24.7k $3.5m | Reduced -53.0k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 24.1k $3.4m | Reduced -8.7k |
| DENALI ADVISORS LLC 0.84% of their portfolio | 21.5k $3.1m | Added +10.6k |
| GLOBEFLEX CAPITAL L P 0.30% of their portfolio | 20.6k $2.9m | Reduced -5.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 18.8k $2.7m | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.02% of their portfolio | 17.0k $2.4m | Added +17.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 16.0k $2.3m | Added +14.2k |
| CAXTON ASSOCIATES LP 0.08% of their portfolio | 15.3k $2.2m | Reduced -94 |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 15.1k $2.1m | Reduced -308 |
| SG Americas Securities, LLC 0.01% of their portfolio | 14.4k $2.0m | Added +13.8k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 14.3k $2.0m | Added +8.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 14.3k $2.0m | Added +6.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 14.2k $2.0m | Added +613 |
| AXA S.A. 0.00% of their portfolio | 13.9k $2.0m | Added +12.2k |
| PEAPACK GLADSTONE FINANCIAL CORP 0.03% of their portfolio | 12.5k $1.8m | Added +200 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 11.1k $1.6m | Added +4.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 10.6k $1.5m | Added +7.4k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 10.5k $1.6m | Added +7.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 10.1k $1.4m | Added +6.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 9.9k $1.4m | Added +469 |
| FJ Capital Management LLC 0.14% of their portfolio | 9.6k $1.4m | Reduced -245 |
| Swiss National Bank 0.00% of their portfolio | 9.5k $1.3m | Added +500 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 9.0k $1.3m | Added +330 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 8.6k $1.2m | Added +2.2k |
| Man Group plc 0.00% of their portfolio | 8.3k $1.2m | Reduced -2.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 8.1k $1.1m | Added +134 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 7.9k $1.1m | New |
| Summit Global Investments 0.08% of their portfolio | 7.9k $1.1m | New |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 7.5k $1.1m | Reduced -600 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 6.7k $948.2k | Added +1.6k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 6.3k $889.0k | Added +3.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 6.0k $849.2k | New |
| GSA CAPITAL PARTNERS LLP 0.06% of their portfolio | 5.7k $813.0k | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 5.6k $794.8k | Reduced -600 |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 5.6k $793.3k | Reduced -5.5k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 5.4k $766.4k | Reduced -1.2k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 5.4k $766.2k | Reduced -8.1k |
| Legal & General Group Plc 0.00% of their portfolio | 4.9k $691.8k | Added +193 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 4.7k $672.7k | Added +162 |
| Vestcor Inc 0.02% of their portfolio | 4.6k $655.0k | Reduced -1.1k |
| Range Financial Group LLC 0.33% of their portfolio | 4.6k $652.1k | Added +117 |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 4.5k $643.3k | Added +21 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 4.0k $562.7k | Added +39 |
| TLS Advisors LLC 1.37% of their portfolio | 3.9k $549.0k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 3.9k $547.4k | Reduced -2.4k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 3.7k $527.1k | Reduced -3.4k |
| Squarepoint Ops LLC 0.00% of their portfolio | 3.5k $503.7k | Added +1.7k |
| Y-Intercept (Hong Kong) Ltd 0.03% of their portfolio | 3.3k $474.6k | Reduced -2.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 3.3k $468.1k | Added +327 |
| Koss-Olinger Consulting, LLC 0.04% of their portfolio | 3.3k $467.0k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 3.3k $461.9k | Reduced -686 |
| Belpointe Asset Management LLC 0.03% of their portfolio | 3.1k $433.1k | Added +158 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 2.7k $386.6k | Added +274 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 2.7k $382.6k | Reduced -24 |
| Corebridge Financial, Inc. 0.00% of their portfolio | 2.7k $379.8k | First filing |
| Privium Fund Management (UK) Ltd 0.14% of their portfolio | 2.6k $360.2k | New |
| STRS OHIO 0.00% of their portfolio | 2.6k $369.0k | Added +800 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 2.5k $360.3k | First filing |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 2.5k $352.0k | New |
| D'Orazio & Associates, Inc. 0.05% of their portfolio | 2.5k $348.8k | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 2.4k $345.4k | Added +142 |
| HRT FINANCIAL LP 0.00% of their portfolio | 2.4k $335.0k | Reduced -8.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 2.3k $325.3k | Reduced -129 |
| MEEDER ASSET MANAGEMENT INC 0.02% of their portfolio | 2.2k $315.5k | Added +63 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 1.9k $273.6k | Added +145 |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.05% of their portfolio | 1.8k $259.9k | Reduced -374 |
| BARCLAYS PLC 0.00% of their portfolio | 1.8k $259.4k | Reduced -2.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 1.8k $259.0k | Reduced -10.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 1.4k $194.0k | Reduced -824 |
| CITIGROUP INC 0.00% of their portfolio | 1.3k $183.2k | Added +366 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 1.1k $156.1k | New |