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Empyrean Capital Partners’s H&R Block HRB Stock Holding History

Empyrean Capital Partners’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,650,000
Closed -$48.9M – 57
2015
Q2 		$48.9M Buy
+1,650,000
New +$51.8M 2.28% 17

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Empyrean Capital Partners's HRB Position: Q3 2015 in Review

Empyrean Capital Partners sold out of H&R Block (HRB) in Q3 2015, closing a stake of 1,650,000 shares — an estimated $48.9M sold.

Empyrean Capital Partners first reported a position in HRB in Q2 2015 and held it in 1 quarter. The position peaked at $48.9M in Q2 2015. 464 funds tracked by Wall St. Rank hold HRB as of Q3 2015.

  • Empyrean Capital Partners reported no remaining H&R Block position as of Q3 2015 after selling out during the quarter.
  • Empyrean Capital Partners sold 1,650,000 H&R Block shares in Q3 2015, an estimated $48.9M.
  • Empyrean Capital Partners first reported a position in H&R Block in Q2 2015 and held it in 1 quarter.
  • Empyrean Capital Partners's H&R Block position peaked at $48.9M in Q2 2015.
  • 464 funds tracked by Wall St. Rank held H&R Block as of Q3 2015.

Based on Empyrean Capital Partners's 13F filing for Q3 2015, filed 16 Nov 2015.