H&R Block
HRB
444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 closing their positions.
259% more call options, than puts
Call options by funds: $318M | Put options by funds: $88.7M
21% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 140
8% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 59
0% more funds holding
Funds holding: 444 → 444 (0)
0.46% less ownership
Funds ownership: 88.24% → 87.78% (-0.46%)
8% less capital invested
Capital invested by funds: $7.79B → $7.15B (-$634M)
38% less funds holding in top 10
Funds holding in top 10: 13 → 8 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECP
Empyrean Capital Partners
Los Angeles,
California
|
+$51.8M |
| 2 |
CGI
CI Global Investments
Oakland,
California
|
+$50.7M |
| 3 |
Two Sigma Investments
New York
|
+$46M |
| 4 |
EA
Euclid Advisors
Hartford,
Connecticut
|
+$38.8M |
| 5 |
Millennium Management
New York
|
+$38.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$287M |
| 2 |
SIG
Senator Investment Group
New York
|
-$112M |
| 3 |
JP Morgan Chase
New York
|
-$41.8M |
| 4 |
D.E. Shaw & Co
New York
|
-$40.1M |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
-$36M |
HRB Hedge Fund Activity: Q2 2015 in Review
444 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q2 2015, worth a combined $7.15B — down 8.1% from $7.79B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new HRB positions and 59 closed out — a net gain of 5 holders — while 169 added to existing stakes and 140 trimmed.
The largest buyer was Empyrean Capital Partners, opening a new position worth an estimated $51.8M. The largest seller was Fidelity Investments, cutting an estimated $287M.
- 444 institutional investors held H&R Block (HRB) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $7.15B of H&R Block stock for Q2 2015, down 8.1% quarter-over-quarter.
- 64 funds opened new H&R Block positions in Q2 2015 and 59 closed out, a net change of +5 holders.
- The largest H&R Block buyer in Q2 2015 was Empyrean Capital Partners, an estimated $51.8M added.
- The largest H&R Block seller in Q2 2015 was Fidelity Investments, an estimated $287M sold.
Based on aggregated 13F filings for Q2 2015.