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Robert Half

496 hedge funds and large institutions have $8B invested in Robert Half in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 166 increasing their positions, 193 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $3M

61% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 44

20% more capital invested

Capital invested by funds: $6.65B → $8B (+$1.35B)

4% more funds holding

Funds holding: 475496 (+21)

2.39% less ownership

Funds ownership: 93.29%90.9% (-2.4%)

14% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 193

Holders
496
Holders Change
+21
Holders Change %
+4.42%
% of All Funds
8.71%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.09%
New
71
Increased
166
Reduced
193
Closed
44
Calls
$15.5M
Puts
$3M
Net Calls
+$12.5M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
476
First Bank & Trust
South Dakota
$4K
TFO
477
Tarbox Family Office
California
$4K
CFO
478
CVA Family Office
Colorado
$4K +$3.99K +55 New
PFBT
479
Parkside Financial Bank & Trust
Missouri
$3K
CWP
480
Concord Wealth Partners
Virginia
$3K +$2.97K +41 New
APA
481
American Portfolios Advisors
New York
$2.65K +$2.46K +34 New
SWA
482
Sutton Wealth Advisors
Florida
$2.03K
BWM
483
BerganKDV Wealth Management
Minnesota
$2K
PWMG
484
Prestige Wealth Management Group
New Jersey
$2K
MWP
485
Meridian Wealth Partners
Pennsylvania
$2K +$2.46K +34 New
MPWT
486
MassMutual Private Wealth & Trust
Connecticut
$1K
TSW
487
Thompson Siegel & Walmsley
Virginia
$1K +$652 +9 New
WCM
488
Wealthcare Capital Management
Virginia
$1K +$1.16K +16 New
RE
489
RBC Europe
United Kingdom
$781
SIS
490
Sound Income Strategies
Florida
$156 +$145 +2 New
BBHC
491
Brown Brothers Harriman & Co
New York
$9 -$652 -9 -8%
SWM
492
Sugarloaf Wealth Management
Georgia
$4
MIHAS
493
Maj Invest Holding A/S
Denmark
-$109M -1,752,360 Closed
GF
494
Goodman Financial
Texas
-$7.54M -120,623 Closed
Mackenzie Financial
495
Mackenzie Financial
Ontario, Canada
-$7.3M -116,829 Closed
BGIM
496
Brandywine Global Investment Management
Pennsylvania
-$6.72M -107,490 Closed
CI
497
Cambiar Investors
Colorado
-$6.42M -102,837 Closed
AL
498
AJO LP
Pennsylvania
-$4.08M -65,352 Closed
Holocene Advisors
499
Holocene Advisors
New York
-$2.89M -46,200 Closed
OAG
500
Orbis Allan Gray
Bermuda
-$2.38M -38,119 Closed

RHI Hedge Fund Activity: Q1 2021 in Review

496 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Robert Half (RHI) for Q1 2021, worth a combined $8B — up 20% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new RHI positions and 44 closed out — a net gain of 27 holders — while 166 added to existing stakes and 193 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $151M. The largest seller was Maj Invest Holding A/S, exiting entirely with an estimated $109M sold.

  • 496 institutional investors held Robert Half (RHI) as of Q1 2021, up from 475 in Q4 2020.
  • Funds reported $8B of Robert Half stock for Q1 2021, up 20% quarter-over-quarter.
  • 71 funds opened new Robert Half positions in Q1 2021 and 44 closed out, a net change of +27 holders.
  • The largest Robert Half buyer in Q1 2021 was CIBC Private Wealth Group, an estimated $151M added.
  • The largest Robert Half seller in Q1 2021 was Maj Invest Holding A/S, an estimated $109M sold.

Based on aggregated 13F filings for Q1 2021.