H&R Block
437 hedge funds and large institutions have $8.17B 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: $7.3B → $8.17B (+$866M)
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 |
HRB Hedge Fund Activity: Q4 2014 in Review
437 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q4 2014, worth a combined $8.17B — up 12% from $7.3B 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 $8.17B 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.