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H&R Block
HRB

387 hedge funds and large institutions have $3.39B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 144 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

2% less funds holding

Funds holding: 393 → 387 (-6)

1.86% less ownership

Funds ownership: 83.84% → 81.98% (-1.9%)

9% less capital invested

Capital invested by funds: $3.73B → $3.39B (-$342M)

13% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 144

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

23% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $26.9M

Holders
387
Holders Change
-6
Holders Change %
-1.53%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
43
Increased
126
Reduced
144
Closed
45
Calls
$20.6M
Puts
$26.9M
Net Calls
-$6.29M
Net Calls Change
+$567K

Top Buyers

1
BlackRock
BlackRock
New York
+$71.1M
2
RA
Royce & Associates
New York
+$34.1M
3
LHC
Lodge Hill Capital
New York
+$17M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$10.3M
5
Lazard Asset Management
Lazard Asset Management
New York
+$6.36M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$47.7M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$25.7M
3
JAM
Jupiter Asset Management
United Kingdom
-$25.3M
4
American Century Companies
American Century Companies
Missouri
-$21.9M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$21M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
376
Investors Research Corp
Georgia
$1K – – –
ME
377
McIlrath & Eck
Washington
$1K – – –
TFO
378
Tarbox Family Office
California
$1K – – –
JWA
379
JFS Wealth Advisors
Pennsylvania
$1K +$679 +28 New
FMP
380
Financial Management Professionals
Texas
$1K +$1.02K +42 New
ECM
381
Estabrook Capital Management
New York
$942 – – –
SWA
382
Sutton Wealth Advisors
Florida
$448 +$461 +19 New
Jacobs Levy Equity Management
383
Jacobs Levy Equity Management
New Jersey
– -$21M -841,721 Closed
FP
384
Foundry Partners
Minnesota
– -$6.75M -269,892 Closed
RIM
385
Redwood Investment Management
Arizona
– -$5.54M -221,508 Closed
EF
386
Empowered Funds
Pennsylvania
– -$4.39M -175,558 Closed
Acadian Asset Management
387
Acadian Asset Management
Massachusetts
– -$3.61M -144,372 Closed
DWA
388
Dorsey Wright & Associates
California
– -$2.92M -116,898 Closed
DILIC
389
Dai-ichi Life Insurance Company
Japan
– -$2.75M -110,000 Closed
Two Sigma Investments
390
Two Sigma Investments
New York
– -$2.08M -85,740 Closed
Jennison Associates
391
Jennison Associates
New York
– -$2.08M -83,157 Closed
Nisa Investment Advisors
392
Nisa Investment Advisors
Missouri
– -$1.88K -75,360 Closed
JF
393
Jump Financial
Illinois
– -$1.68M -67,100 Closed
MC
394
Maverick Capital
Texas
– -$1.5M -59,803 Closed
Asset Management One
395
Asset Management One
Japan
– -$1.47M -58,787 Closed
OQS
396
Occudo Quantitative Strategies
Florida
– -$1.08M -43,229 Closed
RL
397
Ruffer LLP
United Kingdom
– -$1.01M -40,000 Closed
GT
398
Glenmede Trust
Pennsylvania
– -$932K -37,321 Closed
SEC
399
Seven Eight Capital
New York
– -$827K -33,083 Closed
APG Asset Management
400
APG Asset Management
Netherlands
– -$701K -32,500 Closed
14 15
16
17 18

HRB Hedge Fund Activity: Q4 2021 in Review

387 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q4 2021, worth a combined $3.39B — down 9.2% from $3.73B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HRB and 43 opened new positions — a net loss of 2 holders — while 144 trimmed existing stakes and 126 added.

The largest buyer was BlackRock, adding an estimated $71.1M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $47.7M.

  • 387 institutional investors held H&R Block (HRB) as of Q4 2021, down from 393 in Q3 2021.
  • Funds reported $3.39B of H&R Block stock for Q4 2021, down 9.2% quarter-over-quarter.
  • 43 funds opened new H&R Block positions in Q4 2021 and 45 closed out, a net change of -2 holders.
  • The largest H&R Block buyer in Q4 2021 was BlackRock, an estimated $71.1M added.
  • The largest H&R Block seller in Q4 2021 was Hotchkis & Wiley Capital Management, an estimated $47.7M sold.

Based on aggregated 13F filings for Q4 2021.