H&R Block
424 hedge funds and large institutions have $7.89B invested in H&R Block in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 140 increasing their positions, 146 reducing their positions, and 37 closing their positions.
365% more call options, than puts
Call options by funds: $226M | Put options by funds: $48.7M
89% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 37
10% more capital invested
Capital invested by funds: $7.15B → $7.89B (+$744M)
8% more funds holding
Funds holding: 394 → 424 (+30)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
0.35% less ownership
Funds ownership: 86.34% → 85.99% (-0.35%)
4% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 146
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$139M |
| 2 |
Morgan Stanley
New York
|
+$98.7M |
| 3 |
CCM
Cantillon Capital Management
New York
|
+$71.2M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$63.4M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$60.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$325M |
| 2 |
SC
Sculptor Capital
New York
|
-$119M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$63.2M |
| 4 |
HCM
Hoplite Capital Management
New York
|
-$60M |
| 5 |
MCMC
Matrix Capital Management Company
Portsmouth,
New Hampshire
|
-$59.6M |
HRB Hedge Fund Activity: Q2 2014 in Review
424 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q2 2014, worth a combined $7.89B — up 10% from $7.15B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new HRB positions and 37 closed out — a net gain of 33 holders — while 140 added to existing stakes and 146 trimmed.
The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $139M. The largest seller was Viking Global Investors, cutting an estimated $325M.
- 424 institutional investors held H&R Block (HRB) as of Q2 2014, up from 394 in Q1 2014.
- Funds reported $7.89B of H&R Block stock for Q2 2014, up 10% quarter-over-quarter.
- 70 funds opened new H&R Block positions in Q2 2014 and 37 closed out, a net change of +33 holders.
- The largest H&R Block buyer in Q2 2014 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $139M added.
- The largest H&R Block seller in Q2 2014 was Viking Global Investors, an estimated $325M sold.
Based on aggregated 13F filings for Q2 2014.