H&R Block
HRB
376 hedge funds and large institutions have $2.76B invested in H&R Block in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 120 increasing their positions, 141 reducing their positions, and 72 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
5% more capital invested
Capital invested by funds: $2.62B → $2.76B (+$142M)
7% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 72
2% less funds holding
Funds holding: 383 → 376 (-7)
7.38% less ownership
Funds ownership: 95.41% → 88.03% (-7.4%)
15% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 141
20% less call options, than puts
Call options by funds: $19.6M | Put options by funds: $24.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$31.4M |
| 2 |
D.E. Shaw & Co
New York
|
+$29.6M |
| 3 |
Renaissance Technologies
New York
|
+$27M |
| 4 |
Two Sigma Investments
New York
|
+$24.5M |
| 5 |
Lazard Asset Management
New York
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$72.7M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$70.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$56.9M |
| 4 |
State Street
Boston,
Massachusetts
|
-$56.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.6M |
HRB Hedge Fund Activity: Q3 2020 in Review
376 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q3 2020, worth a combined $2.76B — up 5.4% from $2.62B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of HRB and 67 opened new positions — a net loss of 5 holders — while 141 trimmed existing stakes and 120 added.
The largest buyer was BlackRock, adding an estimated $31.4M. The largest seller was Invesco, cutting an estimated $72.7M.
- 376 institutional investors held H&R Block (HRB) as of Q3 2020, down from 383 in Q2 2020.
- Funds reported $2.76B of H&R Block stock for Q3 2020, up 5.4% quarter-over-quarter.
- 67 funds opened new H&R Block positions in Q3 2020 and 72 closed out, a net change of -5 holders.
- The largest H&R Block buyer in Q3 2020 was BlackRock, an estimated $31.4M added.
- The largest H&R Block seller in Q3 2020 was Invesco, an estimated $72.7M sold.
Based on aggregated 13F filings for Q3 2020.