H&R Block
HRB
415 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.
35% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 52
29% more call options, than puts
Call options by funds: $62.3M | Put options by funds: $48.1M
15% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 127
2% more funds holding
Funds holding: 407 → 415 (+8)
1.24% more ownership
Funds ownership: 93.11% → 94.35% (+1.2%)
2% more capital invested
Capital invested by funds: $4.43B → $4.54B (+$110M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$712M |
| 2 |
D.E. Shaw & Co
New York
|
+$42.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$40.9M |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$33.7M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$30.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$174M |
| 2 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$120M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$96.8M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
-$47.2M |
| 5 |
TAM
Tocqueville Asset Management
New York
|
-$18.5M |
HRB Hedge Fund Activity: Q1 2017 in Review
415 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q1 2017, worth a combined $4.54B — up 2.5% from $4.43B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new HRB positions and 52 closed out — a net gain of 18 holders — while 146 added to existing stakes and 127 trimmed.
The largest buyer was BlackRock, adding an estimated $712M. The largest seller was Bank of America, cutting an estimated $174M.
- 415 institutional investors held H&R Block (HRB) as of Q1 2017, up from 407 in Q4 2016.
- Funds reported $4.54B of H&R Block stock for Q1 2017, up 2.5% quarter-over-quarter.
- 70 funds opened new H&R Block positions in Q1 2017 and 52 closed out, a net change of +18 holders.
- The largest H&R Block buyer in Q1 2017 was BlackRock, an estimated $712M added.
- The largest H&R Block seller in Q1 2017 was Bank of America, an estimated $174M sold.
Based on aggregated 13F filings for Q1 2017.