H&R Block
407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.
453% more call options, than puts
Call options by funds: $88.4M | Put options by funds: $16M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
20% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 50
1% more funds holding
Funds holding: 403 → 407 (+4)
0.14% more ownership
Funds ownership: 92.97% → 93.11% (+0.14%)
9% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 148
5% less capital invested
Capital invested by funds: $4.69B → $4.43B (-$257M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$52.9M |
| 2 |
Goldman Sachs
New York
|
+$28.7M |
| 3 |
BG
BlackRock Group
London,
United Kingdom
|
+$20.8M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$19M |
| 5 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$205M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$52.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$43.9M |
| 4 |
CGI
CI Global Investments
Oakland,
California
|
-$35.9M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$35.7M |
HRB Hedge Fund Activity: Q4 2016 in Review
407 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q4 2016, worth a combined $4.43B — down 5.5% from $4.69B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new HRB positions and 50 closed out — a net gain of 10 holders — while 134 added to existing stakes and 148 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $52.9M. The largest seller was Fidelity Investments, cutting an estimated $205M.
- 407 institutional investors held H&R Block (HRB) as of Q4 2016, up from 403 in Q3 2016.
- Funds reported $4.43B of H&R Block stock for Q4 2016, down 5.5% quarter-over-quarter.
- 60 funds opened new H&R Block positions in Q4 2016 and 50 closed out, a net change of +10 holders.
- The largest H&R Block buyer in Q4 2016 was Bank of New York Mellon, an estimated $52.9M added.
- The largest H&R Block seller in Q4 2016 was Fidelity Investments, an estimated $205M sold.
Based on aggregated 13F filings for Q4 2016.