H&R Block
434 hedge funds and large institutions have $4.93B invested in H&R Block in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 115 increasing their positions, 146 reducing their positions, and 50 closing their positions.
116% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 50
36% more call options, than puts
Call options by funds: $81.3M | Put options by funds: $59.8M
33% more capital invested
Capital invested by funds: $3.71B → $4.93B (+$1.22B)
13% more funds holding
Funds holding: 385 → 434 (+49)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
1.03% less ownership
Funds ownership: 85.44% → 84.41% (-1%)
21% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 146
Top Buyers
Top Sellers
| 1 |
Lazard Asset Management
New York
|
-$111M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$57.6M |
| 3 |
BlackRock
New York
|
-$50.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$26.2M |
| 5 |
Swedbank
Stockholm,
Sweden
|
-$26M |
HRB Hedge Fund Activity: Q2 2022 in Review
434 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q2 2022, worth a combined $4.93B — up 33% from $3.71B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new HRB positions and 50 closed out — a net gain of 58 holders — while 115 added to existing stakes and 146 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was Lazard Asset Management, cutting an estimated $111M.
- 434 institutional investors held H&R Block (HRB) as of Q2 2022, up from 385 in Q1 2022.
- Funds reported $4.93B of H&R Block stock for Q2 2022, up 33% quarter-over-quarter.
- 108 funds opened new H&R Block positions in Q2 2022 and 50 closed out, a net change of +58 holders.
- The largest H&R Block buyer in Q2 2022 was Fidelity Investments, an estimated $145M added.
- The largest H&R Block seller in Q2 2022 was Lazard Asset Management, an estimated $111M sold.
Based on aggregated 13F filings for Q2 2022.