H&R Block
HRB
449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.
98% more call options, than puts
Call options by funds: $49.7M | Put options by funds: $25M
3% less funds holding
Funds holding: 464 → 449 (-15)
4.54% less ownership
Funds ownership: 89.74% → 85.21% (-4.5%)
12% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 74
23% less capital invested
Capital invested by funds: $10.8B → $8.35B (-$2.44B)
42% less funds holding in top 10
Funds holding in top 10: 19 → 11 (-8)
49% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 208
Top Buyers
Top Sellers
| 1 |
AIG
American International Group
New York
|
-$330M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$135M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$129M |
| 4 |
OC
Orange Capital
Manhasset,
New York
|
-$105M |
| 5 |
SG Americas Securities
New York
|
-$96.7M |
HRB Hedge Fund Activity: Q4 2015 in Review
449 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q4 2015, worth a combined $8.35B — down 23% from $10.8B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of HRB and 65 opened new positions — a net loss of 9 holders — while 208 trimmed existing stakes and 107 added.
The largest buyer was Bank of America, adding an estimated $217M. The largest seller was American International Group, cutting an estimated $330M.
- 449 institutional investors held H&R Block (HRB) as of Q4 2015, down from 464 in Q3 2015.
- Funds reported $8.35B of H&R Block stock for Q4 2015, down 23% quarter-over-quarter.
- 65 funds opened new H&R Block positions in Q4 2015 and 74 closed out, a net change of -9 holders.
- The largest H&R Block buyer in Q4 2015 was Bank of America, an estimated $217M added.
- The largest H&R Block seller in Q4 2015 was American International Group, an estimated $330M sold.
Based on aggregated 13F filings for Q4 2015.