H&R Block
451 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 142
4.58% more ownership
Funds ownership: 98.09% → 102.67% (+4.6%)
5% more call options, than puts
Call options by funds: $27.4M | Put options by funds: $26M
1% more capital invested
Capital invested by funds: $4.93B → $4.98B (+$50.7M)
8% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 60
2% less funds holding
Funds holding: 460 → 451 (-9)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
Top Sellers
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$54.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$38M |
| 3 |
JP Morgan Chase
New York
|
-$35.7M |
| 4 |
Squarepoint
New York
|
-$32.6M |
| 5 |
Morgan Stanley
New York
|
-$32.2M |
HRB Hedge Fund Activity: Q1 2019 in Review
451 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q1 2019, worth a combined $4.98B — up 1% from $4.93B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of HRB and 55 opened new positions — a net loss of 5 holders — while 142 trimmed existing stakes and 183 added.
The largest buyer was Amundi Asset Management US, adding an estimated $66.1M. The largest seller was American Century Companies, exiting entirely with an estimated $54.1M sold.
- 451 institutional investors held H&R Block (HRB) as of Q1 2019, down from 460 in Q4 2018.
- Funds reported $4.98B of H&R Block stock for Q1 2019, up 1% quarter-over-quarter.
- 55 funds opened new H&R Block positions in Q1 2019 and 60 closed out, a net change of -5 holders.
- The largest H&R Block buyer in Q1 2019 was Amundi Asset Management US, an estimated $66.1M added.
- The largest H&R Block seller in Q1 2019 was American Century Companies, an estimated $54.1M sold.
Based on aggregated 13F filings for Q1 2019.