H&R Block
HRB
405 hedge funds and large institutions have $4.72B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 137 reducing their positions, and 53 closing their positions.
129% more call options, than puts
Call options by funds: $56.2M | Put options by funds: $24.5M
9% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 53
0% more funds holding
Funds holding: 404 → 405 (+1)
0% less capital invested
Capital invested by funds: $4.74B → $4.72B (-$20.8M)
0.48% less ownership
Funds ownership: 93.45% → 92.97% (-0.48%)
1% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 137
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Agricole
Montrouge Cedex,
France
|
+$35.8M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$28.9M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$28.9M |
| 4 |
TAM
Tocqueville Asset Management
New York
|
+$26.5M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$26.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$54.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.3M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
-$27.6M |
| 4 |
HCM
Highbridge Capital Management
New York
|
-$25.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$21.5M |
HRB Hedge Fund Activity: Q3 2016 in Review
405 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q3 2016, worth a combined $4.72B — down 0.44% from $4.74B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new HRB positions and 53 closed out — a net gain of 5 holders — while 136 added to existing stakes and 137 trimmed.
The largest buyer was Credit Agricole, adding an estimated $35.8M. The largest seller was Millennium Management, cutting an estimated $54.5M.
- 405 institutional investors held H&R Block (HRB) as of Q3 2016, up from 404 in Q2 2016.
- Funds reported $4.72B of H&R Block stock for Q3 2016, down 0.44% quarter-over-quarter.
- 58 funds opened new H&R Block positions in Q3 2016 and 53 closed out, a net change of +5 holders.
- The largest H&R Block buyer in Q3 2016 was Credit Agricole, an estimated $35.8M added.
- The largest H&R Block seller in Q3 2016 was Millennium Management, an estimated $54.5M sold.
Based on aggregated 13F filings for Q3 2016.