H&R Block
438 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 134 increasing their positions, 170 reducing their positions, and 58 closing their positions.
12% more capital invested
Capital invested by funds: $4.51B → $5.04B (+$523M)
0.47% more ownership
Funds ownership: 94.92% → 95.39% (+0.47%)
3% less funds holding
Funds holding: 451 → 438 (-13)
12% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 58
21% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 170
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
51% less call options, than puts
Call options by funds: $44.7M | Put options by funds: $91M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$66.9M |
| 2 |
Goldman Sachs
New York
|
+$59.4M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$48M |
| 4 |
Morgan Stanley
New York
|
+$37.9M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$74.7M |
| 2 |
Millennium Management
New York
|
-$54.8M |
| 3 |
BlackRock
New York
|
-$43.8M |
| 4 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$36.6M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$30.5M |
HRB Hedge Fund Activity: Q3 2018 in Review
438 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q3 2018, worth a combined $5.04B — up 12% from $4.51B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of HRB and 51 opened new positions — a net loss of 7 holders — while 170 trimmed existing stakes and 134 added.
The largest buyer was JP Morgan Chase, adding an estimated $66.9M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $74.7M.
- 438 institutional investors held H&R Block (HRB) as of Q3 2018, down from 451 in Q2 2018.
- Funds reported $5.04B of H&R Block stock for Q3 2018, up 12% quarter-over-quarter.
- 51 funds opened new H&R Block positions in Q3 2018 and 58 closed out, a net change of -7 holders.
- The largest H&R Block buyer in Q3 2018 was JP Morgan Chase, an estimated $66.9M added.
- The largest H&R Block seller in Q3 2018 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $74.7M sold.
Based on aggregated 13F filings for Q3 2018.