H&R Block
HRB
444 hedge funds and large institutions have $7.79B invested in H&R Block in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 48 closing their positions.
373% more call options, than puts
Call options by funds: $228M | Put options by funds: $48.2M
21% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 48
2% more funds holding
Funds holding: 437 → 444 (+7)
7% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 157
0.16% more ownership
Funds ownership: 88.07% → 88.24% (+0.16%)
5% less capital invested
Capital invested by funds: $8.16B → $7.79B (-$371M)
28% less funds holding in top 10
Funds holding in top 10: 18 → 13 (-5)
Top Buyers
| 1 |
First Manhattan
New York
|
+$114M |
| 2 |
BG
BlackRock Group
London,
United Kingdom
|
+$95M |
| 3 |
CGI
CI Global Investments
Oakland,
California
|
+$82.8M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$58.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$41M |
Top Sellers
| 1 |
HCM
Hoplite Capital Management
New York
|
-$123M |
| 2 |
CCM
Cantillon Capital Management
New York
|
-$80.2M |
| 3 |
Bank of New York Mellon
New York
|
-$71.2M |
| 4 |
NRC
North Run Capital
Boston,
Massachusetts
|
-$64.3M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
-$41.4M |
HRB Hedge Fund Activity: Q1 2015 in Review
444 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q1 2015, worth a combined $7.79B — down 4.6% from $8.16B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new HRB positions and 48 closed out — a net gain of 10 holders — while 168 added to existing stakes and 157 trimmed.
The largest buyer was First Manhattan, adding an estimated $114M. The largest seller was Hoplite Capital Management, exiting entirely with an estimated $123M sold.
- 444 institutional investors held H&R Block (HRB) as of Q1 2015, up from 437 in Q4 2014.
- Funds reported $7.79B of H&R Block stock for Q1 2015, down 4.6% quarter-over-quarter.
- 58 funds opened new H&R Block positions in Q1 2015 and 48 closed out, a net change of +10 holders.
- The largest H&R Block buyer in Q1 2015 was First Manhattan, an estimated $114M added.
- The largest H&R Block seller in Q1 2015 was Hoplite Capital Management, an estimated $123M sold.
Based on aggregated 13F filings for Q1 2015.