H&R Block
453 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 157 increasing their positions, 158 reducing their positions, and 46 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
32% more call options, than puts
Call options by funds: $71.8M | Put options by funds: $54.2M
15% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 46
1% more funds holding
Funds holding: 450 → 453 (+3)
1% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 158
4% less capital invested
Capital invested by funds: $5.48B → $5.23B (-$246M)
1.38% less ownership
Funds ownership: 100.24% → 98.86% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$39.2M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$33.3M |
| 3 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$31.2M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$29.6M |
| 5 |
Bank of New York Mellon
New York
|
+$26.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$166M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$67.5M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$56.6M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$28.5M |
| 5 |
JP Morgan Chase
New York
|
-$23.8M |
HRB Hedge Fund Activity: Q1 2018 in Review
453 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q1 2018, worth a combined $5.23B — down 4.5% from $5.48B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new HRB positions and 46 closed out — a net gain of 7 holders — while 157 added to existing stakes and 158 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $39.2M. The largest seller was BlackRock, cutting an estimated $166M.
- 453 institutional investors held H&R Block (HRB) as of Q1 2018, up from 450 in Q4 2017.
- Funds reported $5.23B of H&R Block stock for Q1 2018, down 4.5% quarter-over-quarter.
- 53 funds opened new H&R Block positions in Q1 2018 and 46 closed out, a net change of +7 holders.
- The largest H&R Block buyer in Q1 2018 was Fidelity Investments, an estimated $39.2M added.
- The largest H&R Block seller in Q1 2018 was BlackRock, an estimated $166M sold.
Based on aggregated 13F filings for Q1 2018.