H&R Block
464 hedge funds and large institutions have $10.8B invested in H&R Block in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 53 closing their positions.
138% more funds holding in top 10
Funds holding in top 10: 8 → 19 (+11)
71% more call options, than puts
Call options by funds: $366M | Put options by funds: $214M
51% more capital invested
Capital invested by funds: $7.15B → $10.8B (+$3.63B)
42% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 53
5% more funds holding
Funds holding: 444 → 464 (+20)
1.96% more ownership
Funds ownership: 87.78% → 89.74% (+2%)
3% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 161
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Samlyn Capital
New York
|
+$100M |
| 2 |
SG Americas Securities
New York
|
+$91.5M |
| 3 |
Citigroup
New York
|
+$86.6M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$77.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$46.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCMC
Matrix Capital Management Company
Portsmouth,
New Hampshire
|
-$107M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$71.1M |
| 3 |
Bank of New York Mellon
New York
|
-$60.3M |
| 4 |
ECP
Empyrean Capital Partners
Los Angeles,
California
|
-$48.9M |
| 5 |
CGI
CI Global Investments
Oakland,
California
|
-$46.3M |
HRB Hedge Fund Activity: Q3 2015 in Review
464 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q3 2015, worth a combined $10.8B — up 51% from $7.15B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new HRB positions and 53 closed out — a net gain of 22 holders — while 156 added to existing stakes and 161 trimmed.
The largest buyer was Samlyn Capital, opening a new position worth an estimated $100M. The largest seller was Matrix Capital Management Company, exiting entirely with an estimated $107M sold.
- 464 institutional investors held H&R Block (HRB) as of Q3 2015, up from 444 in Q2 2015.
- Funds reported $10.8B of H&R Block stock for Q3 2015, up 51% quarter-over-quarter.
- 75 funds opened new H&R Block positions in Q3 2015 and 53 closed out, a net change of +22 holders.
- The largest H&R Block buyer in Q3 2015 was Samlyn Capital, an estimated $100M added.
- The largest H&R Block seller in Q3 2015 was Matrix Capital Management Company, an estimated $107M sold.
Based on aggregated 13F filings for Q3 2015.