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H&R Block

390 hedge funds and large institutions have $3.58B invested in H&R Block in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 99 increasing their positions, 149 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 50

7% more capital invested

Capital invested by funds: $3.36B → $3.58B (+$219M)

4% more funds holding

Funds holding: 375390 (+15)

1.08% less ownership

Funds ownership: 85.28%84.19% (-1.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

25% less call options, than puts

Call options by funds: $27.1M | Put options by funds: $36.1M

34% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 149

Holders
390
Holders Change
+15
Holders Change %
+4%
% of All Funds
6.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
67
Increased
99
Reduced
149
Closed
50
Calls
$27.1M
Puts
$36.1M
Net Calls
-$9M
Net Calls Change
+$6.29M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
226
PEAK6 Investments
Illinois
$487K -$1.98M -83,505 -80%
CANY
227
Caxton Associates (New York)
New York
$483K +$112K +4,729 +30%
OTPPB
228
Ontario Teachers' Pension Plan Board
Ontario, Canada
$477K -$340K -14,362 -41%
CICI
229
Capital Investment Counsel Inc
North Carolina
$467K +$15.4K +650 +3%
BCM
230
Bluefin Capital Management
New York
$446K +$142K +6,007 +46%
CGH
231
Crossmark Global Holdings
Texas
$441K +$104K +4,400 +31%
Zurich Cantonal Bank
232
Zurich Cantonal Bank
Switzerland
$429K -$38.9K -1,644 -8%
NSEDCP
233
NJ State Employees Deferred Compensation Plan
New Jersey
$423K
II
234
Inspire Investing
Idaho
$404K +$408K +17,220 New
Prudential Financial
235
Prudential Financial
New Jersey
$400K -$224K -9,446 -36%
SAM
236
Securian Asset Management
Minnesota
$392K -$14.5K -613 -4%
RT
237
Rockland Trust
Massachusetts
$391K
Cambridge Investment Research Advisors
238
Cambridge Investment Research Advisors
Iowa
$390K -$17.6K -742 -4%
PHK
239
Point72 Hong Kong
Hong Kong
$390K +$393K +16,605 New
Cetera Investment Advisers
240
Cetera Investment Advisers
Illinois
$387K -$11.7K -494 -3%
TRCT
241
Tower Research Capital (TRC)
New York
$385K +$149K +6,299 +62%
Mariner
242
Mariner
Kansas
$377K +$66.8K +2,821 +21%
ESCM
243
Echo Street Capital Management
New York
$374K +$377K +15,943 New
KAS
244
Kestra Advisory Services
Texas
$357K +$360K +15,196 New
GT
245
Glenmede Trust
Pennsylvania
$356K +$361K +15,238 New
RC
246
RBF Capital
California
$352K
I
247
INVST
Indiana
$349K +$67K +2,829 +24%
OQS
248
Occudo Quantitative Strategies
Florida
$349K +$122K +5,135 +53%
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$346K -$8.03K -339 -2%
MSRPS
250
Maryland State Retirement & Pension System
Maryland
$346K

HRB Hedge Fund Activity: Q2 2021 in Review

390 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q2 2021, worth a combined $3.58B — up 6.5% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new HRB positions and 50 closed out — a net gain of 17 holders — while 99 added to existing stakes and 149 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $23.6M. The largest seller was Fidelity Investments, cutting an estimated $81.3M.

  • 390 institutional investors held H&R Block (HRB) as of Q2 2021, up from 375 in Q1 2021.
  • Funds reported $3.58B of H&R Block stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 67 funds opened new H&R Block positions in Q2 2021 and 50 closed out, a net change of +17 holders.
  • The largest H&R Block buyer in Q2 2021 was Russell Investments Group, an estimated $23.6M added.
  • The largest H&R Block seller in Q2 2021 was Fidelity Investments, an estimated $81.3M sold.

Based on aggregated 13F filings for Q2 2021.