H&R Block
HRB
438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 42 closing their positions.
64% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 42
31% more capital invested
Capital invested by funds: $4.54B → $5.94B (+$1.4B)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6% more funds holding
Funds holding: 415 → 438 (+23)
6% less call options, than puts
Call options by funds: $24.2M | Put options by funds: $25.8M
1.54% less ownership
Funds ownership: 94.35% → 92.8% (-1.5%)
10% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 157
Top Buyers
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$60.5M |
| 2 |
Credit Agricole
Montrouge Cedex,
France
|
+$57.7M |
| 3 |
JP Morgan Chase
New York
|
+$57.3M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$47.3M |
| 5 |
Millennium Management
New York
|
+$37.8M |
Top Sellers
HRB Hedge Fund Activity: Q2 2017 in Review
438 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q2 2017, worth a combined $5.94B — up 31% from $4.54B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new HRB positions and 42 closed out — a net gain of 27 holders — while 141 added to existing stakes and 157 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $60.5M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $110M.
- 438 institutional investors held H&R Block (HRB) as of Q2 2017, up from 415 in Q1 2017.
- Funds reported $5.94B of H&R Block stock for Q2 2017, up 31% quarter-over-quarter.
- 69 funds opened new H&R Block positions in Q2 2017 and 42 closed out, a net change of +27 holders.
- The largest H&R Block buyer in Q2 2017 was AQR Capital Management, an estimated $60.5M added.
- The largest H&R Block seller in Q2 2017 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $110M sold.
Based on aggregated 13F filings for Q2 2017.