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 ($6.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $204.34. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).
Trends to Q3 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 |
| Q3 2024 | 164 |
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 |
| Q3 2024 | 94 | 55 |
Biggest buyers
| Philadelphia Financial Management of San Francisco, LLC | New | +85.4k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | New | +55.1k |
| MORGAN STANLEY | Added | +46.0k |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC | Added | +33.0k |
| JPMORGAN CHASE & CO | Added | +29.2k |
| Qube Research & Technologies Ltd | Added | +24.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +24.0k |
| Atika Capital Management LLC | New | +23.5k |
| TEACHER RETIREMENT SYSTEM OF TEXAS | Added | +20.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +19.8k |
Biggest sellers
| GW&K Investment Management, LLC | Reduced | -29.4k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -27.6k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -25.2k |
| Woodson Capital Management, LP | Reduced | -18.0k |
| NISA INVESTMENT ADVISORS, LLC | Reduced | -17.0k |
| D. E. Shaw & Co., Inc. | Reduced | -11.3k |
| WELLS FARGO & COMPANY/MN | Reduced | -11.1k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -10.9k |
| DENALI ADVISORS LLC | Reduced | -10.7k |
| FJ Capital Management LLC | Sold out | -9.6k |
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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2024 | 0 | — | 5 | $15.7m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-27 | HOVNANIAN ARA K Chairman of Bd., Pres. & CEO, director · Held as trustee of trusts for Sossie K. Najarian's family | Sold | $178.3k877 shares |
| 2024-09-27 | Sellers Robin Stone Director | Sold | $109.3k531 shares |
| 2024-09-23 | HOVNANIAN ARA K Chairman of Bd., Pres. & CEO, director · Held as trustee of trusts for Sossie K. Najarian's family | Sold | $27.1k123 shares |
| 2024-09-19 | SORSBY J LARRY Director · Held by Spouse's GRAT | Sold | $519.4k2.3k shares |
| 2024-09-17 | HOVNANIAN ARA K Chairman of Bd., Pres. & CEO, director · Held as trustee of trusts for Lucy K. Kalian's family | Sold | $971.5k4.4k shares |
| 2024-09-16 | HOVNANIAN ARA K Chairman of Bd., Pres. & CEO, director · Held as trustee of trusts for Sossie K. Najarian's family | Sold | $2.9m13.6k shares |
| 2024-08-30 | HOVNANIAN ARA K Chairman of Bd., Pres. & CEO, director · Held as trustee of trusts for Lucy K. Kalian's family | Sold | $2.9k13 shares |
| 2024-08-29 | HOVNANIAN ARA K Chairman of Bd., Pres. & CEO, director · Held as trustee of trusts for Lucy K. Kalian's family | Sold | $2.0m9.1k shares |
| 2024-08-27 | HOVNANIAN ARA K Chairman of Bd., Pres. & CEO, director · Held as trustee of trusts for Sossie K. Najarian's family | Sold | $143.7k644 shares |
| 2024-08-23 | HOVNANIAN ARA K Chairman of Bd., Pres. & CEO, director | Sold | $4.6m20.0k shares |
| 2024-08-23 | MARENGI JOSEPH A Director | Sold | $1.2m5.0k shares |
| 2024-08-23 | KANGAS EDWARD A Director | Sold | $928.8k4.0k shares |
| 2024-07-11 | HOVNANIAN ARA K Chairman of Bd., Pres. & CEO, director · Held as trustee of trusts for Lucy K. Kalian's family | Sold | $2.1m14.0k 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, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 404.5k $82.7m | First filing |
| VANGUARD GROUP INC 0.00% of their portfolio | 331.5k $67.7m | Added +2.6k |
| STATE STREET CORP 0.00% of their portfolio | 228.0k $46.6m | Reduced -2.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio | 215.4k $44.0m | Reduced -2.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 180.3k $36.9m | Added +2.2k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 124.9k $25.5m | Reduced -9.0k |
| Forager Capital Management, LLC 9.40% of their portfolio | 117.0k $23.9m | Added +4.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 111.9k $22.9m | Added +322 |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 111.8k $22.9m | Reduced -11.3k |
| GW&K Investment Management, LLC 0.19% of their portfolio | 109.0k $22.3m | Reduced -29.4k |
| MORGAN STANLEY 0.00% of their portfolio | 106.9k $21.8m | Added +46.0k |
| Philadelphia Financial Management of San Francisco, LLC 3.73% of their portfolio | 85.4k $17.4m | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.37% of their portfolio | 84.5k $17.3m | Reduced -7.2k |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC 6.99% of their portfolio | 81.0k $16.6m | Added +33.0k |
| UBS Group AG 0.00% of their portfolio | 70.6k $14.4m | Added +8.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 64.2k $13.1m | Added +2.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 58.9k $12.0m | Added +29.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 57.7k $11.8m | Added +19.8k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.39% of their portfolio | 55.1k $11.3m | New |
| Foundry Partners, LLC 0.53% of their portfolio | 52.8k $10.8m | Added +18.4k |
| AWH Capital, L.P. 9.51% of their portfolio | 52.1k $10.7m | Reduced -1.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 50.0k $10.2m | Added +24.0k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 49.1k $10.0m | Added +24.9k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 47.6k $9.7m | Added +9.8k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 45.3k $9.4m | Reduced -31 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 42.8k $8.8m | Added +2.1k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 39.6k $8.1m | Reduced -27.6k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 35.1k $7.2m | Added +20.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 31.5k $6.4m | Reduced -3.6k |
| Woodson Capital Management, LP 1.34% of their portfolio | 30.0k $6.1m | Reduced -18.0k |
| Empowered Funds, LLC 0.09% of their portfolio | 29.2k $6.0m | Added +1.5k |
| ROYCE & ASSOCIATES LP 0.04% of their portfolio | 24.2k $4.9m | Reduced -5.0k |
| Atika Capital Management LLC 0.51% of their portfolio | 23.5k $4.8m | New |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 22.3k $4.6m | Reduced -25.2k |
| GLOBEFLEX CAPITAL L P 0.40% of their portfolio | 20.6k $4.2m | Unchanged |
| MARSHALL WACE, LLP 0.01% of their portfolio | 19.4k $4.0m | Added +14.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 18.8k $3.8m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 17.9k $3.7m | Reduced -6.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 16.9k $3.4m | Added +6.2k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 15.3k $3.1m | Added +217 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 14.9k $2.9m | Added +669 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 11.0k $2.2m | Reduced -147 |
| DENALI ADVISORS LLC 0.24% of their portfolio | 10.8k $2.2m | Reduced -10.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 10.7k $2.2m | Added +808 |
| PEAPACK GLADSTONE FINANCIAL CORP 0.03% of their portfolio | 10.7k $2.2m | Reduced -1.8k |
| Profit Investment Management, LLC 1.63% of their portfolio | 10.1k $2.1m | New |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 9.8k $2.0m | Added +3.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 9.7k $2.0m | Added +5.8k |
| HRT FINANCIAL LP 0.01% of their portfolio | 9.7k $2.0m | Added +7.3k |
| CAXTON ASSOCIATES LP 0.09% of their portfolio | 9.6k $2.0m | Reduced -5.7k |
| Swiss National Bank 0.00% of their portfolio | 9.4k $1.9m | Reduced -100 |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 8.8k $1.8m | Added +4.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 8.8k $1.8m | Reduced -268 |
| BARCLAYS PLC 0.00% of their portfolio | 8.3k $1.7m | Added +6.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 8.1k $1.7m | Added +65 |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 7.5k $1.5m | Added +2.1k |
| AXA S.A. 0.00% of their portfolio | 7.3k $1.5m | Reduced -6.5k |
| GSA CAPITAL PARTNERS LLP 0.10% of their portfolio | 6.6k $1.4m | Added +895 |
| Summit Global Investments 0.08% of their portfolio | 6.4k $1.3m | Reduced -1.5k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 6.1k $1.2m | Reduced -4.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 6.0k $1.2m | Added +30 |
| Man Group plc 0.00% of their portfolio | 6.0k $1.2m | Reduced -2.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 5.8k $1.2m | Reduced -840 |
| SG Americas Securities, LLC 0.00% of their portfolio | 5.8k $1.2m | Reduced -8.6k |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 5.6k $1.1m | Unchanged |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 5.5k $1.1m | Reduced -2.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 4.9k $1.0m | Reduced -3.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 4.9k $1.0m | Reduced -11.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 4.8k $990.8k | Added +1.6k |
| CastleKnight Management LP 0.11% of their portfolio | 4.7k $960.5k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 4.5k $928.2k | Reduced -198 |
| Legal & General Group Plc 0.00% of their portfolio | 4.5k $915.2k | Reduced -397 |
| Vestcor Inc 0.03% of their portfolio | 4.3k $877.0k | Reduced -325 |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 3.9k $797.0k | Reduced -1.7k |
| TLS Advisors LLC 1.67% of their portfolio | 3.9k $791.0k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 3.7k $747.2k | Added +2.4k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 3.6k $735.1k | Added +2.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 3.4k $697.7k | Reduced -10.9k |
| Koss-Olinger Consulting, LLC 0.06% of their portfolio | 3.4k $696.0k | Added +115 |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 3.4k $686.7k | New |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 3.3k $682.0k | Reduced -377 |
| Belpointe Asset Management LLC 0.04% of their portfolio | 3.3k $680.6k | Added +278 |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 3.3k $674.8k | New |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 3.2k $575.4k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 3.1k $642.1k | Added +1.3k |
| Y-Intercept (Hong Kong) Ltd 0.04% of their portfolio | 3.1k $635.6k | Reduced -234 |
| Centiva Capital, LP 0.03% of their portfolio | 3.1k $635.4k | New |
| STRS OHIO 0.00% of their portfolio | 3.1k $633.5k | Added +500 |
| Squarepoint Ops LLC 0.00% of their portfolio | 3.0k $604.5k | Reduced -591 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 2.7k $556.7k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 2.7k $553.0k | Added +167 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 2.7k $553.9k | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 2.7k $543.8k | Added +733 |
| Corebridge Financial, Inc. 0.00% of their portfolio | 2.7k $543.4k | Reduced -17 |
| Cerity Partners LLC 0.00% of their portfolio | 2.6k $536.3k | Added +190 |
| D'Orazio & Associates, Inc. 0.07% of their portfolio | 2.5k $502.3k | Unchanged |
| Quadrature Capital Ltd 0.01% of their portfolio | 2.5k $501.5k | New |
| Tower Research Capital LLC (TRC) 0.01% of their portfolio | 2.3k $470.3k | Added +1.6k |
| MEEDER ASSET MANAGEMENT INC 0.03% of their portfolio | 2.2k $454.3k | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 2.2k $454.1k | Reduced -1.1k |