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Robert Half
RHI

473 hedge funds and large institutions have $5.83B invested in Robert Half in 2017 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 132 increasing their positions, 178 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 41

10% more funds holding

Funds holding: 430 → 473 (+43)

7% more capital invested

Capital invested by funds: $5.46B → $5.83B (+$374M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

1.17% less ownership

Funds ownership: 85.99% → 84.81% (-1.2%)

26% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 178

74% less call options, than puts

Call options by funds: $5.06M | Put options by funds: $19.6M

Holders
473
Holders Change
+43
Holders Change %
+10%
% of All Funds
10.73%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
88
Increased
132
Reduced
178
Closed
41
Calls
$5.06M
Puts
$19.6M
Net Calls
-$14.5M
Net Calls Change
-$14.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$39.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$28.9M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$28.2M
4
GT
Glenmede Trust
Pennsylvania
+$23.7M
5
APG Asset Management
APG Asset Management
Netherlands
+$22.6M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$70.6M
2
Invesco
Invesco
Georgia
-$61.8M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$31.4M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$25.6M
5
PI
PGGM Investments
Netherlands
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
451
Tarbox Family Office
California
$3K – – –
WWM
452
Willingdon Wealth Management
North Carolina
$3K +$2.93K +55 New
HS
453
Horan Securities
United States
$2K – – –
VFA
454
Valeo Financial Advisors
Indiana
$2K +$53 +1 +2%
PCP
455
Proficio Capital Partners
Massachusetts
$2K +$1.81K +34 New
HFP
456
Holistic Financial Partners
Indiana
$2K +$2.02K +38 New
AC
457
Avestar Capital
New York
$2K +$2.87K +54 New
SWA
458
Sutton Wealth Advisors
Florida
$1.44K – – –
APA
459
American Portfolios Advisors
New York
$1.05K +$1.01K +19 New
CHP
460
Cable Hill Partners
Oregon
$1K -$28K -527 -95%
LWCFA
461
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
MWM
462
Mascoma Wealth Management
New Hampshire
$1K – – –
VCM
463
Versant Capital Management
Arizona
$1K – – –
MCM
464
Mainstay Capital Management
Michigan
$1K +$798 +15 New
BBHC
465
Brown Brothers Harriman & Co
New York
$1K +$958 +18 New
GRP
466
Global Retirement Partners
California
$1K +$1.33K +25 New
GFP
467
Gryphon Financial Partners
Ohio
$1K +$1.44K +27 New
SWMG
468
Signature Wealth Management Group
Georgia
$1K +$1.44K +27 New
ED
469
Exane Derivatives
France
$111 – – –
PCG
470
Private Capital Group
Connecticut
$4 +$3.78K +71 New
Credit Agricole
471
Credit Agricole
France
– -$16.1M -319,839 Closed
DS
472
Dudley & Shanley
Florida
– -$9.01M -178,950 Closed
SSCM
473
Summit Street Capital Management
New York
– -$3.61M -71,731 Closed
CCA
474
Catalyst Capital Advisors
New York
– -$3.34M -66,306 Closed
UR
475
USCA RIA
Texas
– -$2.82M -58,867 Closed
17 18
19
20 21

RHI Hedge Fund Activity: Q4 2017 in Review

473 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Robert Half (RHI) for Q4 2017, worth a combined $5.83B — up 6.8% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new RHI positions and 41 closed out — a net gain of 47 holders — while 132 added to existing stakes and 178 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $39.4M. The largest seller was Boston Partners, cutting an estimated $70.6M.

  • 473 institutional investors held Robert Half (RHI) as of Q4 2017, up from 430 in Q3 2017.
  • Funds reported $5.83B of Robert Half stock for Q4 2017, up 6.8% quarter-over-quarter.
  • 88 funds opened new Robert Half positions in Q4 2017 and 41 closed out, a net change of +47 holders.
  • The largest Robert Half buyer in Q4 2017 was Wellington Management Group, an estimated $39.4M added.
  • The largest Robert Half seller in Q4 2017 was Boston Partners, an estimated $70.6M sold.

Based on aggregated 13F filings for Q4 2017.