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H&R Block

390 hedge funds and large institutions have $3.58B invested in H&R Block in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 99 increasing their positions, 149 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 50

7% more capital invested

Capital invested by funds: $3.36B → $3.58B (+$219M)

4% more funds holding

Funds holding: 375390 (+15)

1.08% less ownership

Funds ownership: 85.28%84.19% (-1.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

25% less call options, than puts

Call options by funds: $27.1M | Put options by funds: $36.1M

34% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 149

Holders
390
Holders Change
+15
Holders Change %
+4%
% of All Funds
6.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
67
Increased
99
Reduced
149
Closed
50
Calls
$27.1M
Puts
$36.1M
Net Calls
-$9M
Net Calls Change
+$6.29M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
376
Global Retirement Partners
California
$2K +$24 +1 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
377
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2K +$1.66K +70 New
Nisa Investment Advisors
378
Nisa Investment Advisors
Missouri
$1.77K
ME
379
McIlrath & Eck
Washington
$1K -$47.3K -2,000 -97%
EW
380
Evoke Wealth
California
$1K
IRC
381
Investors Research Corp
Georgia
$1K
LC
382
Lindbrook Capital
California
$1K
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$1K
TFO
384
Tarbox Family Office
California
$1K
CI
385
CX Institutional
Indiana
$1K +$710 +30 New
ECM
386
Estabrook Capital Management
New York
$939
ED
387
Exane Derivatives
France
$685 +$687 +29 New
Holocene Advisors
388
Holocene Advisors
New York
-$7.48M -343,084 Closed
Los Angeles Capital Management
389
Los Angeles Capital Management
California
-$3.65M -167,249 Closed
BAM
390
Blueshift Asset Management
New Jersey
-$2.32M -106,325 Closed
EP
391
Edgestream Partners
New Jersey
-$1.54M -70,522 Closed
WI
392
WBI Investments
New Jersey
-$1.5M -68,780 Closed
WCM
393
Weld Capital Management
New York
-$1.15M -52,929 Closed
BCM
394
Brookstone Capital Management
Illinois
-$991K -45,442 Closed
VCM
395
Voce Capital Management
California
-$962K -44,128 Closed
Marshall Wace
396
Marshall Wace
United Kingdom
-$882K -40,456 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
397
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$810K -37,143 Closed
Wolverine Trading
398
Wolverine Trading
Illinois
-$764K -35,048 Closed
Walleye Trading
399
Walleye Trading
New York
-$828K -34,990 Closed
SEC
400
Seven Eight Capital
New York
-$544K -34,300 Closed

HRB Hedge Fund Activity: Q2 2021 in Review

390 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q2 2021, worth a combined $3.58B — up 6.5% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new HRB positions and 50 closed out — a net gain of 17 holders — while 99 added to existing stakes and 149 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $23.6M. The largest seller was Fidelity Investments, cutting an estimated $81.3M.

  • 390 institutional investors held H&R Block (HRB) as of Q2 2021, up from 375 in Q1 2021.
  • Funds reported $3.58B of H&R Block stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 67 funds opened new H&R Block positions in Q2 2021 and 50 closed out, a net change of +17 holders.
  • The largest H&R Block buyer in Q2 2021 was Russell Investments Group, an estimated $23.6M added.
  • The largest H&R Block seller in Q2 2021 was Fidelity Investments, an estimated $81.3M sold.

Based on aggregated 13F filings for Q2 2021.