We are live on ! Find out more
HRB icon

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
COPPSERS
301
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$350K -$2.18K -81 -0.7%
Pzena Investment Management
302
Pzena Investment Management
New York
$349K +$63.5K +2,363 +25%
GC
303
Globeflex Capital
California
$345K
FAAS
304
First Allied Advisory Services
California
$344K -$8.44K -314 -3%
JG
305
Jefferies Group
New York
$343K +$85.2K +3,171 +37%
LIA
306
LS Investment Advisors
Michigan
$342K -$4.92K -183 -2%
SIM
307
Sentry Investment Management
Wisconsin
$342K
Grantham, Mayo, Van Otterloo & Co (GMO)
308
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$334K -$53.8K -2,000 -15%
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$333K -$6.45K -240 -2%
ECM
310
ExodusPoint Capital Management
New York
$333K +$306K +11,371 New
PNC
311
Park National Corp
Ohio
$322K -$20K -745 -6%
Creative Planning
312
Creative Planning
Kansas
$318K +$292K +10,857 New
CL
313
Choreo LLC
Illinois
$312K +$15.2K +567 +6%
SMDAM
314
Sumitomo Mitsui DS Asset Management
Japan
$300K -$1.28M -47,645 -82%
FIM
315
Freedom Investment Management
Connecticut
$300K -$7.47K -278 -3%
V
316
Veritable
Delaware
$300K +$8.55K +318 +3%
MYIA
317
Mount Yale Investment Advisors
Colorado
$298K -$32.4K -1,206 -10%
FA
318
Fortis Advisors
Pennsylvania
$290K
LSERS
319
Louisiana State Employees Retirement System
Louisiana
$289K -$18.8K -700 -6%
SP
320
Symmetry Partners
Connecticut
$288K
KRS
321
Kentucky Retirement Systems
Kentucky
$277K +$12.9K +481 +5%
ECM
322
Everence Capital Management
Indiana
$276K +$253K +9,410 New
Thrivent Financial for Lutherans
323
Thrivent Financial for Lutherans
Minnesota
$271K +$2.2K +82 +0.9%
Twin Tree Management
324
Twin Tree Management
Texas
$268K -$3.74M -139,245 -94%
Nordea Investment Management
325
Nordea Investment Management
Sweden
$267K

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.