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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
RIA
426
Realta Investment Advisors
Delaware
$4K +$3.98K +148 New
CCM
427
Covington Capital Management
California
$4K +$4.03K +150 New
Canada Pension Plan Investment Board
428
Canada Pension Plan Investment Board
Ontario, Canada
$3K -$1.32K -49 -33%
EARNEST Partners
429
EARNEST Partners
Georgia
$3K
JIM
430
Jupiter Investment Management
United Kingdom
$2K -$3.92M -145,847 -100%
ST
431
Smithfield Trust
Pennsylvania
$2K
FRA
432
Front Row Advisors
California
$2K +$1.77K +66 New
ED
433
Exane Derivatives
France
$1.32K +$1.21K +45 New
ECM
434
Estabrook Capital Management
New York
$1.17K
NIM
435
NuWave Investment Management
New Jersey
$1K -$96.1K -3,574 -99%
RA
436
Rational Advisors
New York
$1K -$36.7K -1,365 -96%
Rockefeller Capital Management
437
Rockefeller Capital Management
New York
$1K -$1.91K -71 -72%
CI
438
CX Institutional
Indiana
$1K
EFSCE
439
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
IRC
440
Investors Research Corp
Georgia
$1K
ME
441
McIlrath & Eck
Washington
$1K
VCM
442
Versant Capital Management
Arizona
$1K
TFA
443
Transamerica Financial Advisors
Florida
$1K +$27 +1 New
NR
444
Newfound Research
Massachusetts
$1K +$161 +6 +13%
Fidelity International
445
Fidelity International
Bermuda
$1K +$242 +9 +90%
GWS
446
Glassman Wealth Services
Virginia
$1K +$242 +9 +26%
SFSIG
447
San Francisco Sentry Investment Group
California
$1K +$726 +27 New
PCP
448
Proficio Capital Partners
Massachusetts
$1K +$860 +32 New
PCG
449
Private Capital Group
Connecticut
$1K +$1.34K +50 +1,250%
CT
450
Chicago Trust
Illinois
$240 +$220K +8,200 New

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.