H&R Block
HRB
369 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.33% less ownership
Funds ownership: 88.03% → 87.7% (-0.33%)
5% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 63
2% less funds holding
Funds holding: 376 → 369 (-7)
8% less capital invested
Capital invested by funds: $2.76B → $2.55B (-$216M)
10% less call options, than puts
Call options by funds: $23.2M | Put options by funds: $25.8M
36% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 155
Top Buyers
| 1 |
Lazard Asset Management
New York
|
+$55.9M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$40.2M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$39M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.7M |
| 5 |
Morgan Stanley
New York
|
+$24.6M |
Top Sellers
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$31.8M |
| 2 |
Renaissance Technologies
New York
|
-$30.6M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$30.3M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$28.8M |
| 5 |
D.E. Shaw & Co
New York
|
-$26.7M |
HRB Hedge Fund Activity: Q4 2020 in Review
369 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q4 2020, worth a combined $2.55B — down 7.8% from $2.76B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of HRB and 60 opened new positions — a net loss of 3 holders — while 155 trimmed existing stakes and 99 added.
The largest buyer was Lazard Asset Management, adding an estimated $55.9M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $31.8M.
- 369 institutional investors held H&R Block (HRB) as of Q4 2020, down from 376 in Q3 2020.
- Funds reported $2.55B of H&R Block stock for Q4 2020, down 7.8% quarter-over-quarter.
- 60 funds opened new H&R Block positions in Q4 2020 and 63 closed out, a net change of -3 holders.
- The largest H&R Block buyer in Q4 2020 was Lazard Asset Management, an estimated $55.9M added.
- The largest H&R Block seller in Q4 2020 was Jacobs Levy Equity Management, an estimated $31.8M sold.
Based on aggregated 13F filings for Q4 2020.