H&R Block
437 hedge funds and large institutions have $8.16B invested in H&R Block in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 148 reducing their positions, and 48 closing their positions.
57% more call options, than puts
Call options by funds: $91.9M | Put options by funds: $58.6M
38% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 48
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
12% more capital invested
Capital invested by funds: $7.28B → $8.16B (+$876M)
3% more funds holding
Funds holding: 424 → 437 (+13)
2.53% more ownership
Funds ownership: 85.54% → 88.07% (+2.5%)
1% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 148
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$184M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$132M |
| 3 |
First Manhattan
New York
|
+$86.5M |
| 4 |
CGI
CI Global Investments
Oakland,
California
|
+$75.5M |
| 5 |
Bank of New York Mellon
New York
|
+$72.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Third Point
New York
|
-$138M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$96.9M |
| 3 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
-$53.6M |
| 4 |
D.E. Shaw & Co
New York
|
-$46.7M |
| 5 |
Renaissance Technologies
New York
|
-$46.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DTL
476
Dynamic Technology Lab
Singapore
| – | -$259K | -8,346 | Closed |
|
|
ZDA
477
Zweig-DiMenna Associates
New York
| – | -$245K | -7,900 | Closed |
|
478
Truist Financial
Charlotte,
North Carolina
| – | -$208K | -6,719 | Closed |
|
|
JMPWA
479
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$200K | -6,459 | Closed |
|
|
IRS
480
Invictus RG (Singapore)
Singapore
| – | -$110K | -3,537 | Closed |
|
|
ID
481
Integral Derivatives
New York
| – | -$53K | -1,724 | Closed |
|
|
NFG
482
Next Financial Group
Houston,
Texas
| – | -$43K | -1,375 | Closed |
|
|
LBG
483
Lloyds Banking Group
London,
United Kingdom
| – | -$35K | -1,150 | Closed |
|
|
ECM
484
Exchange Capital Management
Ann Arbor,
Michigan
| – | -$9K | -283 | Closed |
|
|
WA
485
Waverly Advisors
Birmingham,
Alabama
| – | -$7K | -235 | Closed |
|
|
SEC
486
Seven Eight Capital
New York
| – | -$682 | -22 | Closed |
|
HRB Hedge Fund Activity: Q4 2014 in Review
437 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q4 2014, worth a combined $8.16B — up 12% from $7.28B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new HRB positions and 48 closed out — a net gain of 18 holders — while 149 added to existing stakes and 148 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $184M. The largest seller was Third Point, exiting entirely with an estimated $138M sold.
- 437 institutional investors held H&R Block (HRB) as of Q4 2014, up from 424 in Q3 2014.
- Funds reported $8.16B of H&R Block stock for Q4 2014, up 12% quarter-over-quarter.
- 66 funds opened new H&R Block positions in Q4 2014 and 48 closed out, a net change of +18 holders.
- The largest H&R Block buyer in Q4 2014 was Boston Partners, an estimated $184M added.
- The largest H&R Block seller in Q4 2014 was Third Point, an estimated $138M sold.
Based on aggregated 13F filings for Q4 2014.