H&R Block
394 hedge funds and large institutions have $7.15B invested in H&R Block in 2014 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 109 increasing their positions, 158 reducing their positions, and 48 closing their positions.
133% more call options, than puts
Call options by funds: $131M | Put options by funds: $56.3M
23% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 48
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
5% more capital invested
Capital invested by funds: $6.78B → $7.15B (+$360M)
1.07% more ownership
Funds ownership: 85.27% → 86.34% (+1.1%)
1% more funds holding
Funds holding: 391 → 394 (+3)
31% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 158
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Senator Investment Group
New York
|
+$140M |
| 2 |
TP
Third Point
New York
|
+$105M |
| 3 |
Bank of New York Mellon
New York
|
+$69.8M |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
+$69M |
| 5 |
NCA
Newbrook Capital Advisors
New York
|
+$53.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$103M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$48.5M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$43.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$41.6M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$40.2M |
HRB Hedge Fund Activity: Q1 2014 in Review
394 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q1 2014, worth a combined $7.15B — up 5.3% from $6.78B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new HRB positions and 48 closed out — a net gain of 11 holders — while 109 added to existing stakes and 158 trimmed.
The largest buyer was Senator Investment Group, opening a new position worth an estimated $140M. The largest seller was Janus Henderson Investors US, cutting an estimated $103M.
- 394 institutional investors held H&R Block (HRB) as of Q1 2014, up from 391 in Q4 2013.
- Funds reported $7.15B of H&R Block stock for Q1 2014, up 5.3% quarter-over-quarter.
- 59 funds opened new H&R Block positions in Q1 2014 and 48 closed out, a net change of +11 holders.
- The largest H&R Block buyer in Q1 2014 was Senator Investment Group, an estimated $140M added.
- The largest H&R Block seller in Q1 2014 was Janus Henderson Investors US, an estimated $103M sold.
Based on aggregated 13F filings for Q1 2014.