H&R Block
450 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.
59% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 49
11% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 141
6% more funds holding
Funds holding: 425 → 450 (+25)
3.28% more ownership
Funds ownership: 96.96% → 100.24% (+3.3%)
2% more capital invested
Capital invested by funds: $5.38B → $5.48B (+$102M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
61% less call options, than puts
Call options by funds: $43.4M | Put options by funds: $112M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$105M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$44.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.8M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$25.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Agricole
Montrouge Cedex,
France
|
-$64.1M |
| 2 |
BlackRock
New York
|
-$46.9M |
| 3 |
Renaissance Technologies
New York
|
-$35.5M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$34.4M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$23.3M |
HRB Hedge Fund Activity: Q4 2017 in Review
450 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q4 2017, worth a combined $5.48B — up 1.9% from $5.38B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new HRB positions and 49 closed out — a net gain of 29 holders — while 156 added to existing stakes and 141 trimmed.
The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $105M. The largest seller was Credit Agricole, exiting entirely with an estimated $64.1M sold.
- 450 institutional investors held H&R Block (HRB) as of Q4 2017, up from 425 in Q3 2017.
- Funds reported $5.48B of H&R Block stock for Q4 2017, up 1.9% quarter-over-quarter.
- 78 funds opened new H&R Block positions in Q4 2017 and 49 closed out, a net change of +29 holders.
- The largest H&R Block buyer in Q4 2017 was Amundi Asset Management US, an estimated $105M added.
- The largest H&R Block seller in Q4 2017 was Credit Agricole, an estimated $64.1M sold.
Based on aggregated 13F filings for Q4 2017.