H&R Block
424 hedge funds and large institutions have $7.28B invested in H&R Block in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 143 reducing their positions, and 43 closing their positions.
108% more call options, than puts
Call options by funds: $336M | Put options by funds: $161M
12% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 143
12% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 43
0% more funds holding
Funds holding: 424 → 424 (0)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
0.45% less ownership
Funds ownership: 85.99% → 85.54% (-0.45%)
8% less capital invested
Capital invested by funds: $7.89B → $7.28B (-$606M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$81M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$71.7M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$68.2M |
| 4 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
+$56.3M |
| 5 |
D.E. Shaw & Co
New York
|
+$43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Senator Investment Group
New York
|
-$104M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$98.1M |
| 3 |
Morgan Stanley
New York
|
-$68.6M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$62.5M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$43.3M |
HRB Hedge Fund Activity: Q3 2014 in Review
424 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q3 2014, worth a combined $7.28B — down 7.7% from $7.89B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new HRB positions and 43 closed out — a net gain of 5 holders — while 160 added to existing stakes and 143 trimmed.
The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $81M. The largest seller was Senator Investment Group, cutting an estimated $104M.
- 424 institutional investors held H&R Block (HRB) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $7.28B of H&R Block stock for Q3 2014, down 7.7% quarter-over-quarter.
- 48 funds opened new H&R Block positions in Q3 2014 and 43 closed out, a net change of +5 holders.
- The largest H&R Block buyer in Q3 2014 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $81M added.
- The largest H&R Block seller in Q3 2014 was Senator Investment Group, an estimated $104M sold.
Based on aggregated 13F filings for Q3 2014.