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H&R Block

454 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more capital invested

Capital invested by funds: $4.98B → $7.25B (+$2.27B)

25% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 48

17% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $20.2M

1.66% more ownership

Funds ownership: 102.67%104.33% (+1.7%)

1% more funds holding

Funds holding: 451454 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

13% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 171

Holders
454
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
9.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
60
Increased
148
Reduced
171
Closed
48
Calls
$23.6M
Puts
$20.2M
Net Calls
+$3.41M
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
XK
251
Xact Kapitalforvaltning
Sweden
$765K -$501K -18,634 -42%
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$763K -$30.5K -1,135 -4%
CBU
253
CIBC Bank USA
Illinois
$733K +$2.07K +77 +0.3%
FCM
254
Flinton Capital Management
Pennsylvania
$727K +$316K +11,776 +90%
Commonwealth Equity Services
255
Commonwealth Equity Services
Massachusetts
$707K +$29.4K +1,094 +5%
Jennison Associates
256
Jennison Associates
New York
$704K -$13.5K -501 -2%
OPERF
257
Oregon Public Employees Retirement Fund
Oregon
$694K -$491K -18,272 -44%
TSS
258
Two Sigma Securities
New York
$678K +$622K +23,136 New
GIA
259
Gargoyle Investment Advisor
New Jersey
$676K -$414K -15,405 -40%
Wealthfront Advisers
260
Wealthfront Advisers
California
$663K +$608K +22,624 New
B
261
BP
United Kingdom
$645K
RIM
262
Redwood Investment Management
Arizona
$642K +$291K +10,832 +96%
MML Investors Services
263
MML Investors Services
Massachusetts
$630K -$10.6K -396 -2%
SAM
264
Securian Asset Management
Minnesota
$614K -$7.42K -276 -1%
Neuberger Berman Group
265
Neuberger Berman Group
New York
$611K +$53.9K +2,006 +11%
MERSOM
266
Municipal Employees' Retirement System of Michigan
Michigan
$604K +$244K +9,080 +79%
RC
267
RBF Capital
California
$586K
HI
268
Horizon Investments
North Carolina
$577K +$224K +8,321 +73%
CAM
269
Claret Asset Management
Quebec, Canada
$573K -$15.4K -573 -3%
Axa
270
Axa
France
$563K -$167K -6,200 -24%
FC
271
Ferris Capital
Massachusetts
$549K
TRSOTSOK
272
Teachers Retirement System of the State of Kentucky
Kentucky
$542K -$14.2M -529,600 -97%
Simplex Trading
273
Simplex Trading
Illinois
$542K +$497K +18,499 New
SB
274
Suntrust Banks
Georgia
$540K +$4.03K +150 +0.8%
NAM
275
Nissay Asset Management
Japan
$528K -$484 -18 -0.1%

HRB Hedge Fund Activity: Q2 2019 in Review

454 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q2 2019, worth a combined $7.25B — up 45% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new HRB positions and 48 closed out — a net gain of 12 holders — while 148 added to existing stakes and 171 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $45M. The largest seller was First Eagle Investment Management, cutting an estimated $54.7M.

  • 454 institutional investors held H&R Block (HRB) as of Q2 2019, up from 451 in Q1 2019.
  • Funds reported $7.25B of H&R Block stock for Q2 2019, up 45% quarter-over-quarter.
  • 60 funds opened new H&R Block positions in Q2 2019 and 48 closed out, a net change of +12 holders.
  • The largest H&R Block buyer in Q2 2019 was Renaissance Technologies, an estimated $45M added.
  • The largest H&R Block seller in Q2 2019 was First Eagle Investment Management, an estimated $54.7M sold.

Based on aggregated 13F filings for Q2 2019.