H&R Block
387 hedge funds and large institutions have $3.39B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 144 reducing their positions, and 45 closing their positions.
4% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 45
2% less funds holding
Funds holding: 393 → 387 (-6)
1.86% less ownership
Funds ownership: 83.84% → 81.98% (-1.9%)
9% less capital invested
Capital invested by funds: $3.73B → $3.39B (-$342M)
13% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 144
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
23% less call options, than puts
Call options by funds: $20.6M | Put options by funds: $26.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$71.1M |
| 2 |
RA
Royce & Associates
New York
|
+$34.1M |
| 3 |
LHC
Lodge Hill Capital
New York
|
+$17M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$10.3M |
| 5 |
Lazard Asset Management
New York
|
+$6.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$47.7M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$25.7M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$25.3M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$21.9M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$21M |
HRB Hedge Fund Activity: Q4 2021 in Review
387 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q4 2021, worth a combined $3.39B — down 9.2% from $3.73B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of HRB and 43 opened new positions — a net loss of 2 holders — while 144 trimmed existing stakes and 126 added.
The largest buyer was BlackRock, adding an estimated $71.1M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $47.7M.
- 387 institutional investors held H&R Block (HRB) as of Q4 2021, down from 393 in Q3 2021.
- Funds reported $3.39B of H&R Block stock for Q4 2021, down 9.2% quarter-over-quarter.
- 43 funds opened new H&R Block positions in Q4 2021 and 45 closed out, a net change of -2 holders.
- The largest H&R Block buyer in Q4 2021 was BlackRock, an estimated $71.1M added.
- The largest H&R Block seller in Q4 2021 was Hotchkis & Wiley Capital Management, an estimated $47.7M sold.
Based on aggregated 13F filings for Q4 2021.