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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
ONST
376
Old North State Trust
North Carolina
$49K
TAM
377
Tiverton Asset Management
Delaware
$46K +$42.1K +1,565 New
PCM
378
Prelude Capital Management
New York
$46K +$42.6K +1,584 New
QT
379
Quantbot Technologies
New York
$41K -$603K -22,425 -94%
S
380
SignatureFD
Georgia
$37K +$5.29K +197 +19%
VNA
381
Valley National Advisers
Pennsylvania
$35K
CAPTRUST Financial Advisors
382
CAPTRUST Financial Advisors
North Carolina
$30K -$941 -35 -3%
RFM
383
Royal Fund Management
Florida
$29K
TFGT
384
TS Financial Group (TSFG)
Illinois
$29K
PFGIA
385
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$672 +25 +3%
ARMT
386
Amica Retiree Medical Trust
Rhode Island
$26K -$25.6K -952 -52%
CTC
387
Central Trust Company
Missouri
$26K +$11.2K +415 +83%
GAM
388
Griffin Asset Management
New York
$22K +$20K +745 New
HGWM
389
Harvest Group Wealth Management
Massachusetts
$21K
NL
390
NVWM LLC
Pennsylvania
$20K
JFA
391
JNBA Financial Advisors
Minnesota
$18K
GLI
392
Guardian Life Insurance
New York
$17K
AW
393
Alpha Windward
Massachusetts
$17K +$2.5K +93 +18%
FHA
394
First Horizon Advisors
Tennessee
$15K -$672 -25 -5%
FAM
395
Fred Alger Management
New York
$14K
FFW
396
Fusion Family Wealth
New York
$13K
DWM
397
Doyle Wealth Management
Florida
$13K +$12K +447 New
RWA
398
Ropes Wealth Advisors
Massachusetts
$12K -$31.9K -1,188 -74%
LWA
399
Lowe Wealth Advisors
Maryland
$12K
NFG
400
Next Financial Group
Texas
$12K

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.