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Robert Half

450 hedge funds and large institutions have $5.47B invested in Robert Half in 2016 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 134 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

76% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 49

31% more capital invested

Capital invested by funds: $4.17B → $5.47B (+$1.3B)

7% more funds holding

Funds holding: 420450 (+30)

1.64% more ownership

Funds ownership: 85.56%87.2% (+1.6%)

20% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 168

54% less call options, than puts

Call options by funds: $3.85M | Put options by funds: $8.46M

Holders
450
Holders Change
+30
Holders Change %
+7.14%
% of All Funds
11.25%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.2%
New
86
Increased
134
Reduced
168
Closed
49
Calls
$3.85M
Puts
$8.46M
Net Calls
-$4.61M
Net Calls Change
+$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$608M +$8.67M +202,452 +2%
Boston Partners
2
Boston Partners
Massachusetts
$287M -$31.7M -740,062 -11%
State Street
3
State Street
Massachusetts
$285M +$11.7M +273,777 +5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$228M -$13.1M -306,352 -6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$190M +$53M +1,237,780 +47%
BIT
6
BlackRock Institutional Trust
California
$179M -$8.33M -194,541 -5%
Invesco
7
Invesco
Georgia
$151M +$117M +2,732,968 +739%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$129M +$11.6M +270,071 +11%
BFA
9
BlackRock Fund Advisors
California
$114M +$6.07M +141,594 +6%
FMI
10
Fiduciary Management Inc
Wisconsin
$101M +$17.1M +399,072 +24%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$101M -$2.18M -50,963 -2%
Northern Trust
12
Northern Trust
Illinois
$97.8M -$11M -256,722 -11%
SCM
13
Sterling Capital Management
North Carolina
$83.4M +$6.65M +155,271 +10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$73.9M +$2.34M +54,693 +4%
First Manhattan
15
First Manhattan
New York
$73.7M +$383K +8,940 +0.6%
AllianceBernstein
16
AllianceBernstein
Tennessee
$73.1M +$53.7M +1,254,224 +515%
Norges Bank
17
Norges Bank
Norway
$72.2M -$4.56M -106,540 -7%
AQR Capital Management
18
AQR Capital Management
Connecticut
$71.9M -$55.8M -1,301,639 -47%
Principal Financial Group
19
Principal Financial Group
Iowa
$64.8M -$1.6M -37,381 -3%
APG Asset Management
20
APG Asset Management
Netherlands
$64.5M +$21.7M +506,785 +57%
RA
21
Royce & Associates
New York
$62.1M -$7.94M -185,331 -13%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$60.2M +$20.6M +482,002 +64%
Franklin Resources
23
Franklin Resources
California
$59M -$1.66M -38,734 -3%
BG
24
BlackRock Group
United Kingdom
$57.9M +$2.38M +55,660 +5%
CAM
25
Congress Asset Management
Massachusetts
$54.3M +$5.49M +128,195 +13%

RHI Hedge Fund Activity: Q4 2016 in Review

450 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Robert Half (RHI) for Q4 2016, worth a combined $5.47B — up 31% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new RHI positions and 49 closed out — a net gain of 37 holders — while 134 added to existing stakes and 168 trimmed.

The largest buyer was Invesco, adding an estimated $117M. The largest seller was OppenheimerFunds, cutting an estimated $64.2M.

  • 450 institutional investors held Robert Half (RHI) as of Q4 2016, up from 420 in Q3 2016.
  • Funds reported $5.47B of Robert Half stock for Q4 2016, up 31% quarter-over-quarter.
  • 86 funds opened new Robert Half positions in Q4 2016 and 49 closed out, a net change of +37 holders.
  • The largest Robert Half buyer in Q4 2016 was Invesco, an estimated $117M added.
  • The largest Robert Half seller in Q4 2016 was OppenheimerFunds, an estimated $64.2M sold.

Based on aggregated 13F filings for Q4 2016.