Assenagon Asset Management Trims Stake in M/I Homes

Institutional investor reduces position in homebuilder by nearly 38% in Q4 2025

Mar. 27, 2026 at 7:22am

Got story updates? Submit your updates here. ›

Assenagon Asset Management S.A. reduced its stake in M/I Homes, Inc. (NYSE:MHO) by 37.9% during the fourth quarter of 2025, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 107,862 shares of the construction company's stock, down from 173,644 shares held previously.

Why it matters

This filing provides insight into the investment decisions of Assenagon Asset Management, a prominent institutional investor. Changes in large investor positions can signal broader market trends and influence the stock price of companies like M/I Homes.

The details

Assenagon Asset Management sold 65,782 shares of M/I Homes stock during the fourth quarter. The firm now owns a 0.41% stake in the homebuilder, worth approximately $13.8 million as of the end of the reporting period.

  • Assenagon Asset Management filed its 13F report for the fourth quarter of 2025 on March 27, 2026.

The players

Assenagon Asset Management S.A.

A European asset management firm that invests in a variety of securities, including stocks of publicly traded companies.

M/I Homes, Inc.

A publicly traded homebuilder headquartered in Columbus, Ohio that designs, markets, and constructs single-family homes and townhomes across the United States.

Got photos? Submit your photos here. ›

The takeaway

This filing suggests Assenagon Asset Management has reduced its exposure to the homebuilding sector, potentially signaling a more cautious outlook on the industry. However, M/I Homes remains a well-regarded company in the space, with a diverse product portfolio and strong financial performance.