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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
Sumitomo Mitsui Trust Group
401
Sumitomo Mitsui Trust Group
Japan
-$748K -34,300 Closed
MSL
402
Mackay Shields LLC
New York
-$672K -30,827 Closed
BAMF
403
BI Asset Management Fondsmaeglerselskab
Denmark
-$588K -26,988 Closed
EMG
404
ETF Managers Group
New Jersey
-$523K -23,994 Closed
TCM
405
Tuttle Capital Management
Connecticut
-$507K -23,275 Closed
QC
406
Quadrature Capital
United Kingdom
-$463K -21,236 Closed
AG
407
AIA Group
Hong Kong
-$453K -20,800 Closed
OFG
408
OmniStar Financial Group
North Carolina
-$472K -19,940 Closed
JF
409
Jump Financial
Illinois
-$399K -18,300 Closed
PAM
410
Premier Asset Management
Illinois
-$376K -17,250 Closed
VF
411
Virtu Financial
New York
-$367K -16,816 Closed
PP
412
PDT Partners
New York
-$352K -16,147 Closed
FAM
413
Formidable Asset Management
Ohio
-$306K -13,754 Closed
BA
414
Bridgewater Associates
Connecticut
-$267K -12,234 Closed
SFS
415
Sowell Financial Services
Arkansas
-$251K -10,752 Closed
LFAS
416
Level Four Advisory Services
Texas
-$225K -10,306 Closed
SPC
417
Sigma Planning Corp
Michigan
-$213K -9,769 Closed
RA
418
Rational Advisors
New York
-$170K -7,795 Closed
VFA
419
Valeo Financial Advisors
Indiana
-$82K -3,740 Closed
AIL
420
AGF Investments LLC
Ontario, Canada
-$44K -2,040 Closed
NIC
421
Northwest Investment Counselors
Oregon
-$35K -1,600 Closed
CG
422
Cutler Group
California
-$26.4K -1,117 Closed
PK
423
Pflug Koory
Nebraska
-$17K -792 Closed
AssetMark Inc
424
AssetMark Inc
California
-$16K -716 Closed
EP
425
Eudaimonia Partners
Tennessee
-$8K -371 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.