H&R Block
391 hedge funds and large institutions have $6.78B invested in H&R Block in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 172 reducing their positions, and 41 closing their positions.
26% more call options, than puts
Call options by funds: $120M | Put options by funds: $95.3M
22% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 41
7% more capital invested
Capital invested by funds: $6.36B → $6.78B (+$426M)
2% more funds holding
Funds holding: 384 → 391 (+7)
2.05% less ownership
Funds ownership: 87.32% → 85.27% (-2%)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
38% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 172
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
+$56M |
| 2 |
SC
Sculptor Capital
New York
|
+$49.1M |
| 3 |
NRC
North Run Capital
Boston,
Massachusetts
|
+$43.8M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
+$38.1M |
| 5 |
FA
Friess Associates
Greenville,
Delaware
|
+$28.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$65.3M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$61.4M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
-$56.8M |
| 4 |
State Street
Boston,
Massachusetts
|
-$53.7M |
| 5 |
HCM
Hoplite Capital Management
New York
|
-$44.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PM
426
Parametrica Management
Wanchai,
Hong Kong
| – | -$252K | -9,460 | Closed |
|
|
WMSA
427
Weiss Multi-Strategy Advisers
New York
| – | -$208K | -7,790 | Closed |
|
|
MYLI
428
Meiji Yasuda Life Insurance
Tokyo,
Japan
| – | -$205K | -7,700 | Closed |
|
|
USGIU
429
U.S. Global Investors (USGI)
San Antonio,
Texas
| – | -$189K | -7,100 | Closed |
|
|
PI
430
Placemark Investments
Chicago,
Illinois
| – | -$89K | -3,323 | Closed |
|
431
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$22K | -819 | Closed |
|
432
Victory Capital Management
San Antonio,
Texas
| – | -$4K | -157 | Closed |
|
|
PCM
433
Prelude Capital Management
New York
| – | -$3K | -100 | Closed |
|
HRB Hedge Fund Activity: Q4 2013 in Review
391 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q4 2013, worth a combined $6.78B — up 6.7% from $6.36B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new HRB positions and 41 closed out — a net gain of 9 holders — while 107 added to existing stakes and 172 trimmed.
The largest buyer was American International Group, adding an estimated $56M. The largest seller was Renaissance Technologies, cutting an estimated $65.3M.
- 391 institutional investors held H&R Block (HRB) as of Q4 2013, up from 384 in Q3 2013.
- Funds reported $6.78B of H&R Block stock for Q4 2013, up 6.7% quarter-over-quarter.
- 50 funds opened new H&R Block positions in Q4 2013 and 41 closed out, a net change of +9 holders.
- The largest H&R Block buyer in Q4 2013 was American International Group, an estimated $56M added.
- The largest H&R Block seller in Q4 2013 was Renaissance Technologies, an estimated $65.3M sold.
Based on aggregated 13F filings for Q4 2013.