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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
CCM
326
Cadence Capital Management
Massachusetts
$266K -$67.3K -2,505 -22%
BFO
327
Boston Family Office
Massachusetts
$264K
AssetMark Inc
328
AssetMark Inc
California
$255K +$18.4K +686 +9%
MF
329
Magnetar Financial
Illinois
$249K -$130K -4,828 -36%
JMPWA
330
JP Morgan Private Wealth Advisors
California
$249K -$66.4K -2,469 -23%
GIA
331
Gateway Investment Advisers
Ohio
$244K -$7.07K -263 -3%
Mirae Asset Global Investments
332
Mirae Asset Global Investments
South Korea
$244K +$224K +8,348 New
OIA
333
Optimum Investment Advisors
Illinois
$243K
SG Americas Securities
334
SG Americas Securities
New York
$240K -$9.23M -343,528 -98%
SWRP
335
Summit Wealth & Retirement Planning
California
$234K +$215K +8,000 New
Daiwa Securities Group
336
Daiwa Securities Group
Japan
$229K
QT
337
Quantamental Technologies
New York
$228K +$209K +7,790 New
American Century Companies
338
American Century Companies
Missouri
$227K +$208K +7,748 New
BI
339
Bredin Investment
Delaware
$227K +$215K +8,000 New
NMIMC
340
Northwestern Mutual Investment Management Company
Wisconsin
$226K -$632K -23,519 -75%
DCM
341
Dupont Capital Management
Delaware
$226K -$11.4K -423 -5%
BFEC
342
Benjamin F. Edwards & Company
Missouri
$225K
EMG
343
ETF Managers Group
New Jersey
$223K +$52.4K +1,949 +34%
HP
344
Hikari Power
Japan
$222K -$58.3K -2,170 -22%
CA
345
Commerzbank Aktiengesellschaft
Germany
$214K -$560K -20,854 -74%
GAM
346
Gotham Asset Management
New York
$214K +$197K +7,318 New
ERIM
347
Eagle Ridge Investment Management
Connecticut
$205K +$188K +7,000 New
KeyBank National Association
348
KeyBank National Association
Ohio
$204K +$187K +6,974 New
HighTower Advisors
349
HighTower Advisors
Illinois
$204K +$190K +7,083 New
TRCT
350
Tower Research Capital (TRC)
New York
$202K -$275K -10,224 -60%

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.