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Robert Half
RHI

379 hedge funds and large institutions have $6.31B invested in Robert Half in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 122 increasing their positions, 161 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

24% more capital invested

Capital invested by funds: $5.07B → $6.31B (+$1.24B)

5.96% more ownership

Funds ownership: 88.42% → 94.39% (+6%)

2% more funds holding

Funds holding: 372 → 379 (+7)

4% more call options, than puts

Call options by funds: $4.12M | Put options by funds: $3.98M

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

24% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 161

Holders
379
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
10.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
37
Increased
122
Reduced
161
Closed
26
Calls
$4.12M
Puts
$3.98M
Net Calls
+$147K
Net Calls Change
-$5.28M

Top Buyers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
+$291M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$104M
3
William Blair & Company
William Blair & Company
Illinois
+$81.2M
4
Norges Bank
Norges Bank
Norway
+$48.2M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$42.3M

Top Sellers

Rank Fund Capital Flow
1
FAM
Fred Alger Management
New York
-$68.4M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$32M
3
KIG
Kovitz Investment Group
Illinois
-$31.4M
4
Renaissance Technologies
Renaissance Technologies
New York
-$29.6M
5
Victory Capital Management
Victory Capital Management
Texas
-$28M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
351
Shinko Asset Management Company
Japan
$29K – – –
MAM
352
Mizuho Asset Management
Japan
$27K +$25.2K +562 New
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$20K -$8.11K -181 -31%
MCM
354
Manchester Capital Management
Vermont
$18K – – –
PTC
355
Private Trust Company
Ohio
$15K – – –
SSB
356
Sandy Spring Bank
Maryland
$14K +$13.4K +300 New
LNB
357
Ledyard National Bank
$12K – – –
MCM
358
Mazama Capital Management
Oregon
$12K – – –
NC
359
Nicholas Company
Wisconsin
$11K – – –
Creative Planning
360
Creative Planning
Kansas
$10K – – –
PMFA
361
Plante Moran Financial Advisors
Michigan
$9K +$8.51K +190 New
GSC
362
Ground Swell Capital
South Carolina
$7K +$6.9K +154 New
TRCT
363
Tower Research Capital (TRC)
New York
$6K -$70.1K -1,566 -92%
HR
364
Howe & Rusling
New York
$6K -$179 -4 -3%
RIA
365
Regal Investment Advisors
Michigan
$6K +$45 +1 +0.7%
TWA
366
TCI Wealth Advisors
Arizona
$5K -$314 -7 -6%
ARMC
367
American Research & Management Company
Massachusetts
$5K – – –
KTC
368
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
JFGIW
369
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K +$1.39K +31 +41%
WEC
370
Winslow Evans & Crocker
Massachusetts
$3.72K – – –
EFSCE
371
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
S
372
SignatureFD
Georgia
$2K +$1.07K +24 +150%
MFS
373
MSI Financial Services
Massachusetts
$1K -$2.69K -60 -80%
CAW
374
Cornerstone Advisors (Washington)
Washington
$1K – – –
NFG
375
Next Financial Group
Texas
$1K +$896 +20 New
13 14
15
16 17

RHI Hedge Fund Activity: Q2 2014 in Review

379 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Robert Half (RHI) for Q2 2014, worth a combined $6.31B — up 24% from $5.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new RHI positions and 26 closed out — a net gain of 11 holders — while 122 added to existing stakes and 161 trimmed.

The largest buyer was Fiduciary Management Inc, adding an estimated $291M. The largest seller was Fred Alger Management, cutting an estimated $68.4M.

  • 379 institutional investors held Robert Half (RHI) as of Q2 2014, up from 372 in Q1 2014.
  • Funds reported $6.31B of Robert Half stock for Q2 2014, up 24% quarter-over-quarter.
  • 37 funds opened new Robert Half positions in Q2 2014 and 26 closed out, a net change of +11 holders.
  • The largest Robert Half buyer in Q2 2014 was Fiduciary Management Inc, an estimated $291M added.
  • The largest Robert Half seller in Q2 2014 was Fred Alger Management, an estimated $68.4M sold.

Based on aggregated 13F filings for Q2 2014.