H&R Block
HRB
384 hedge funds and large institutions have $6.36B invested in H&R Block in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 37 closing their positions.
74% more call options, than puts
Call options by funds: $142M | Put options by funds: $81.4M
32% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 37
2% more funds holding
Funds holding: 376 → 384 (+8)
1.51% more ownership
Funds ownership: 85.81% → 87.32% (+1.5%)
10% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 135
2% less capital invested
Capital invested by funds: $6.49B → $6.36B (-$131M)
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$190M |
| 2 |
State Street
Boston,
Massachusetts
|
+$51.1M |
| 3 |
D.E. Shaw & Co
New York
|
+$47.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$43.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$168M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$155M |
| 3 |
Bank of New York Mellon
New York
|
-$53.8M |
| 4 |
PC
PointState Capital
New York
|
-$51.8M |
| 5 |
AA
Antipodean Advisors
New York
|
-$46.5M |
HRB Hedge Fund Activity: Q3 2013 in Review
384 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q3 2013, worth a combined $6.36B — down 2% from $6.49B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new HRB positions and 37 closed out — a net gain of 12 holders — while 148 added to existing stakes and 135 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $190M. The largest seller was Viking Global Investors, cutting an estimated $168M.
- 384 institutional investors held H&R Block (HRB) as of Q3 2013, up from 376 in Q2 2013.
- Funds reported $6.36B of H&R Block stock for Q3 2013, down 2% quarter-over-quarter.
- 49 funds opened new H&R Block positions in Q3 2013 and 37 closed out, a net change of +12 holders.
- The largest H&R Block buyer in Q3 2013 was Fidelity Investments, an estimated $190M added.
- The largest H&R Block seller in Q3 2013 was Viking Global Investors, an estimated $168M sold.
Based on aggregated 13F filings for Q3 2013.