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Robert Half
RHI

356 hedge funds and large institutions have $6.7B invested in Robert Half in 2013 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more call options, than puts

Call options by funds: $7.12M | Put options by funds: $1.48M

67% more capital invested

Capital invested by funds: $4.01B → $6.7B (+$2.68B)

33% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 33

11% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 125

2% more funds holding

Funds holding: 350 → 356 (+6)

0.17% less ownership

Funds ownership: 86.68% → 86.51% (-0.17%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
356
Holders Change
+6
Holders Change %
+1.71%
% of All Funds
11.54%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
44
Increased
139
Reduced
125
Closed
33
Calls
$7.12M
Puts
$1.48M
Net Calls
+$5.64M
Net Calls Change
+$4.74M

Top Buyers

1
Invesco
Invesco
Georgia
+$67.6M
2
Wells Fargo
Wells Fargo
California
+$34.8M
3
AII
AGF Investments Inc
Ontario, Canada
+$28M
4
Boston Partners
Boston Partners
Massachusetts
+$21.8M
5
AI
Analytic Investors
California
+$17.5M

Top Sellers

1
TCM
Tran Capital Management
California
-$85.5M
2
PIM
Perkins Investment Management
Illinois
-$77.7M
3
KeyBank National Association
KeyBank National Association
Ohio
-$42.8M
4
MSA
Mason Street Advisors
Wisconsin
-$24.2M
5
SAM
Scopus Asset Management
New York
-$23.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$2.03B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$360M +$5.46M +148,312 +2%
TCM
3
Tran Capital Management
California
$259M -$85.5M -2,320,435 -26%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$245M -$4.95M -134,373 -2%
State Street
5
State Street
Massachusetts
$241M -$5.1M -138,510 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$176M +$6.29M +170,869 +4%
O
7
OppenheimerFunds
New York
$173M -$43.2K -1,174 -0%
Invesco
8
Invesco
Georgia
$153M +$67.6M +1,835,833 +88%
BIT
9
BlackRock Institutional Trust
California
$151M +$2.47M +67,042 +2%
FAM
10
Fred Alger Management
New York
$97.3M -$20.9M -568,467 -19%
Northern Trust
11
Northern Trust
Illinois
$96M -$3.33M -90,427 -4%
Boston Partners
12
Boston Partners
Massachusetts
$88.8M +$21.8M +593,063 +35%
PIM
13
Perkins Investment Management
Illinois
$84.2M -$77.7M -2,110,309 -49%
William Blair & Company
14
William Blair & Company
Illinois
$79.5M +$1.62M +44,037 +2%
UIM
15
USS Investment Management
United Kingdom
$75.1M – – –
AllianceBernstein
16
AllianceBernstein
Tennessee
$71.8M -$1.31M -35,634 -2%
BFA
17
BlackRock Fund Advisors
California
$62.9M +$1.63M +44,302 +3%
TCM
18
TimesSquare Capital Management
New York
$59.2M -$2.66M -72,300 -5%
AII
19
AGF Investments Inc
Ontario, Canada
$56.6M +$28M +760,000 +110%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$56.4M -$2.1M -56,900 -4%
Principal Financial Group
21
Principal Financial Group
Iowa
$55.1M +$1.6M +43,488 +3%
Wells Fargo
22
Wells Fargo
California
$53.8M +$34.8M +945,101 +218%
Franklin Resources
23
Franklin Resources
California
$50.5M -$486K -13,180 -1%
WHG
24
Westwood Holdings Group
Texas
$50.1M -$198K -5,372 -0.4%
Victory Capital Management
25
Victory Capital Management
Texas
$48.1M +$45.4M +1,233,100 New
1
2 3 4 5

RHI Hedge Fund Activity: Q3 2013 in Review

356 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Robert Half (RHI) for Q3 2013, worth a combined $6.7B — up 67% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new RHI positions and 33 closed out — a net gain of 11 holders — while 139 added to existing stakes and 125 trimmed.

The largest buyer was Invesco, adding an estimated $67.6M. The largest seller was Tran Capital Management, cutting an estimated $85.5M.

  • 356 institutional investors held Robert Half (RHI) as of Q3 2013, up from 350 in Q2 2013.
  • Funds reported $6.7B of Robert Half stock for Q3 2013, up 67% quarter-over-quarter.
  • 44 funds opened new Robert Half positions in Q3 2013 and 33 closed out, a net change of +11 holders.
  • The largest Robert Half buyer in Q3 2013 was Invesco, an estimated $67.6M added.
  • The largest Robert Half seller in Q3 2013 was Tran Capital Management, an estimated $85.5M sold.

Based on aggregated 13F filings for Q3 2013.