H&R Block
HRB
425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.
4.15% more ownership
Funds ownership: 92.8% → 96.96% (+4.2%)
5% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 150
3% less funds holding
Funds holding: 438 → 425 (-13)
10% less capital invested
Capital invested by funds: $5.94B → $5.38B (-$567M)
11% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 62
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
62% less call options, than puts
Call options by funds: $23.7M | Put options by funds: $63.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$118M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$48.8M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$32.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$32.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$27.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$50.3M |
| 2 |
Millennium Management
New York
|
-$32.3M |
| 3 |
JP Morgan Chase
New York
|
-$31.1M |
| 4 |
Two Sigma Investments
New York
|
-$24.2M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$23.5M |
HRB Hedge Fund Activity: Q3 2017 in Review
425 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q3 2017, worth a combined $5.38B — down 9.5% from $5.94B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of HRB and 55 opened new positions — a net loss of 7 holders — while 150 trimmed existing stakes and 143 added.
The largest buyer was Vanguard Group, adding an estimated $118M. The largest seller was Goldman Sachs, cutting an estimated $50.3M.
- 425 institutional investors held H&R Block (HRB) as of Q3 2017, down from 438 in Q2 2017.
- Funds reported $5.38B of H&R Block stock for Q3 2017, down 9.5% quarter-over-quarter.
- 55 funds opened new H&R Block positions in Q3 2017 and 62 closed out, a net change of -7 holders.
- The largest H&R Block buyer in Q3 2017 was Vanguard Group, an estimated $118M added.
- The largest H&R Block seller in Q3 2017 was Goldman Sachs, an estimated $50.3M sold.
Based on aggregated 13F filings for Q3 2017.