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 ($4.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $133.90. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).
Trends to Q4 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 |
| Q4 2024 | 162 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2024 | 72 | 84 |
Biggest buyers
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | Added | +76.3k |
| Forager Capital Management, LLC | Added | +72.1k |
| BlackRock, Inc. | Added | +65.0k |
| Cubist Systematic Strategies, LLC | Added | +21.1k |
| FIRST TRUST ADVISORS LP | New | +20.7k |
| Phase 2 Partners, LLC | New | +17.9k |
| Qube Research & Technologies Ltd | Added | +16.1k |
| Foundry Partners, LLC | Added | +12.8k |
| GSA CAPITAL PARTNERS LLP | Added | +11.5k |
| D. E. Shaw & Co., Inc. | Added | +9.4k |
Biggest sellers
| Philadelphia Financial Management of San Francisco, LLC | Sold out | -85.4k |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC | Sold out | -81.0k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -72.7k |
| BANK OF MONTREAL /CAN/ | Sold out | -45.3k |
| AWH Capital, L.P. | Reduced | -42.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -39.3k |
| JPMORGAN CHASE & CO | Reduced | -35.9k |
| Atika Capital Management LLC | Sold out | -23.5k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -20.8k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -19.9k |
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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q4 2024 | 0 | — | 4 | $1.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-10 | Sellers Robin Stone Director | Sold | $40.8k241 shares |
| 2024-12-09 | Sellers Robin Stone Director | Sold | $49.5k290 shares |
| 2024-10-15 | HOVNANIAN ARA K Chairman of Bd., Pres. & CEO, director · Held as trustee of trusts for Esther K. Barry's family | Sold | $241.1k1.2k shares |
| 2024-10-14 | KANGAS EDWARD A Director | Sold | $283.3k1.5k shares |
| 2024-10-14 | HOVNANIAN ARA K Chairman of Bd., Pres. & CEO, director · Held as trustee of trusts for Sossie K. Najarian's family | Sold | $125.6k644 shares |
| 2024-10-01 | PAGANO VINCENT JR Director | Sold | $603.3k3.0k 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, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 469.5k $62.8m | Added +65.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 311.6k $41.7m | Reduced -19.8k |
| STATE STREET CORP 0.00% of their portfolio | 234.7k $31.4m | Added +6.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 195.5k $26.2m | Reduced -19.9k |
| Forager Capital Management, LLC 10.59% of their portfolio | 189.1k $25.3m | Added +72.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 180.9k $24.2m | Added +602 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 2.38% of their portfolio | 131.4k $17.6m | Added +76.3k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 121.2k $16.2m | Added +9.4k |
| GW&K Investment Management, LLC 0.13% of their portfolio | 114.5k $15.3m | Added +5.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 111.5k $14.9m | Reduced -447 |
| MORGAN STANLEY 0.00% of their portfolio | 109.8k $14.7m | Added +2.9k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.26% of their portfolio | 86.0k $11.5m | Added +1.5k |
| UBS Group AG 0.00% of their portfolio | 71.8k $9.6m | Added +1.2k |
| Foundry Partners, LLC 0.44% of their portfolio | 65.6k $8.8m | Added +12.8k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 65.2k $8.7m | Added +16.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 52.3k $7.0m | Reduced -11.9k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 52.2k $7.0m | Reduced -72.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 46.5k $6.2m | Added +3.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 45.6k $6.1m | Reduced -4.3k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 37.2k $5.0m | Reduced -2.4k |
| Woodson Capital Management, LP 0.90% of their portfolio | 35.5k $4.8m | Added +5.5k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 32.0k $4.3m | Reduced -15.5k |
| Empowered Funds, LLC 0.06% of their portfolio | 30.7k $4.1m | Added +1.5k |
| ROYCE & ASSOCIATES LP 0.03% of their portfolio | 24.2k $3.2m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 23.1k $3.1m | Reduced -35.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 23.0k $3.1m | Reduced -8.5k |
| Cubist Systematic Strategies, LLC 0.05% of their portfolio | 21.7k $2.9m | Added +21.1k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 20.7k $2.8m | New |
| GLOBEFLEX CAPITAL L P 0.23% of their portfolio | 20.6k $2.8m | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 18.4k $2.5m | Reduced -39.3k |
| GSA CAPITAL PARTNERS LLP 0.18% of their portfolio | 18.1k $2.4m | Added +11.5k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 18.0k $2.4m | Reduced -17.1k |
| Phase 2 Partners, LLC 1.80% of their portfolio | 17.9k $2.4m | New |
| Invesco Ltd. 0.00% of their portfolio | 17.8k $2.4m | Reduced -67 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 17.0k $2.3m | Reduced -1.8k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 15.3k $2.1m | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 14.8k $2.0m | Reduced -133 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 14.4k $1.9m | Reduced -2.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 12.9k $1.7m | Added +7.1k |
| PEAPACK GLADSTONE FINANCIAL CORP 0.02% of their portfolio | 10.9k $1.5m | Added +201 |
| DENALI ADVISORS LLC 0.15% of their portfolio | 10.8k $1.4m | Reduced -3 |
| Profit Investment Management, LLC 1.09% of their portfolio | 10.1k $1.4m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 9.9k $1.3m | Added +3.9k |
| Swiss National Bank 0.00% of their portfolio | 9.9k $1.3m | Added +500 |
| AWH Capital, L.P. 1.55% of their portfolio | 9.7k $1.3m | Reduced -42.4k |
| BARCLAYS PLC 0.00% of their portfolio | 9.3k $1.2m | Added +1.0k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 8.9k $1.2m | Added +81 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 8.8k $1.2m | Added +85 |
| CITIGROUP INC 0.00% of their portfolio | 7.5k $1.0m | Added +3.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 7.4k $990.3k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 7.0k $940.0k | Reduced -1.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 6.6k $883.2k | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 6.6k $877.3k | Reduced -12.9k |
| Centiva Capital, LP 0.03% of their portfolio | 6.1k $822.7k | Added +3.0k |
| ALGERT GLOBAL LLC 0.02% of their portfolio | 6.0k $806.3k | Added +435 |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 6.0k $798.5k | Added +2.7k |
| Range Financial Group LLC 0.35% of their portfolio | 5.7k $763.8k | New |
| Summit Global Investments 0.05% of their portfolio | 5.4k $729.0k | Reduced -964 |
| Legal & General Group Plc 0.00% of their portfolio | 5.0k $675.1k | Added +567 |
| Vestcor Inc 0.02% of their portfolio | 5.0k $670.0k | Added +720 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 4.9k $661.2k | Unchanged |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 4.8k $647.4k | Reduced -10 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 4.7k $632.2k | Added +182 |
| CastleKnight Management LP 0.07% of their portfolio | 4.7k $629.0k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 4.7k $625.5k | Reduced -5.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 4.6k $612.9k | Added +1.4k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.6k $609.4k | Reduced -913 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 4.2k $567.0k | Reduced -6.4k |
| Cerity Partners LLC 0.00% of their portfolio | 4.2k $571.7k | Added +1.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 4.2k $561.9k | Added +785 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 3.9k $523.0k | New |
| TLS Advisors LLC 1.18% of their portfolio | 3.9k $518.0k | Unchanged |
| XTX Topco Ltd 0.04% of their portfolio | 3.8k $513.7k | New |
| Quadrature Capital Ltd 0.01% of their portfolio | 3.8k $506.0k | Added +1.3k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 3.8k $505.0k | Reduced -6.0k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 3.7k $497.3k | Added +379 |
| Verition Fund Management LLC 0.00% of their portfolio | 3.5k $467.7k | New |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 3.2k $428.9k | New |
| STRS OHIO 0.00% of their portfolio | 3.2k $428.2k | Added +100 |
| Belpointe Asset Management LLC 0.04% of their portfolio | 3.2k $689.6k | Reduced -141 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 3.0k $406.3k | Reduced -1.9k |
| TrueWealth Advisors, LLC 0.14% of their portfolio | 3.0k $406.1k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 3.0k $400.9k | Added +272 |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 2.9k $388.1k | Reduced -1.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 2.8k $377.8k | Added +117 |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 2.7k $362.8k | Reduced -4.8k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 2.7k $360.1k | Unchanged |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 2.6k $363.6k | Reduced -537 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 2.6k $347.7k | Added +1.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 2.6k $342.6k | Reduced -101 |
| Corebridge Financial, Inc. 0.00% of their portfolio | 2.5k $330.9k | Reduced -186 |
| D'Orazio & Associates, Inc. 0.05% of their portfolio | 2.5k $328.9k | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 2.4k $318.9k | Added +161 |
| Tower Research Capital LLC (TRC) 0.01% of their portfolio | 2.3k $313.5k | Added +42 |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 2.3k $311.2k | Reduced -1.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 2.2k $296.7k | Reduced -8.8k |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 2.2k $294.9k | Added +515 |
| EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio | 2.1k $285.7k | Added +724 |
| Trexquant Investment LP 0.00% of their portfolio | 2.1k $285.6k | New |
| AXA S.A. 0.00% of their portfolio | 2.1k $283.0k | Reduced -5.2k |