H&R Block
461 hedge funds and large institutions have $5.1B invested in H&R Block in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 39 closing their positions.
67% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 39
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
5% more funds holding
Funds holding: 439 → 461 (+22)
2.7% more ownership
Funds ownership: 95.39% → 98.09% (+2.7%)
1% more capital invested
Capital invested by funds: $5.04B → $5.1B (+$65.7M)
7% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 162
53% less call options, than puts
Call options by funds: $38.8M | Put options by funds: $82.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Swedbank
Stockholm,
Sweden
|
+$138M |
| 2 |
Man Group
London,
United Kingdom
|
+$62.6M |
| 3 |
HCM
Hamlin Capital Management
New York
|
+$50.2M |
| 4 |
Bank of New York Mellon
New York
|
+$36.2M |
| 5 |
Squarepoint
New York
|
+$34.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$145M |
| 2 |
Goldman Sachs
New York
|
-$29.4M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$29.2M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$28.6M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$28.3M |
HRB Hedge Fund Activity: Q4 2018 in Review
461 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q4 2018, worth a combined $5.1B — up 1.3% from $5.04B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new HRB positions and 39 closed out — a net gain of 26 holders — while 150 added to existing stakes and 162 trimmed.
The largest buyer was Swedbank, opening a new position worth an estimated $138M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $145M.
- 461 institutional investors held H&R Block (HRB) as of Q4 2018, up from 439 in Q3 2018.
- Funds reported $5.1B of H&R Block stock for Q4 2018, up 1.3% quarter-over-quarter.
- 65 funds opened new H&R Block positions in Q4 2018 and 39 closed out, a net change of +26 holders.
- The largest H&R Block buyer in Q4 2018 was Swedbank, an estimated $138M added.
- The largest H&R Block seller in Q4 2018 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $145M sold.
Based on aggregated 13F filings for Q4 2018.