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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
Los Angeles Capital Management
26
Los Angeles Capital Management
California
$62.8M +$26.8M +996,764 +87%
HCM
27
Hamlin Capital Management
New York
$59.1M -$393K -14,610 -0.7%
N
28
Nuveen
North Carolina
$58.6M +$21.4M +795,172 +66%
Robeco Institutional Asset Management
29
Robeco Institutional Asset Management
Netherlands
$55M -$1.75M -64,978 -3%
Renaissance Technologies
30
Renaissance Technologies
New York
$49.1M +$45M +1,676,000 New
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$48.1M +$28.1M +1,046,293 +175%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$47.9M +$7.01M +260,711 +19%
MAM
33
Martingale Asset Management
Massachusetts
$44.3M -$1.02M -37,910 -2%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$44.2M -$632K -23,500 -2%
UH
35
Unigestion Holding
Switzerland
$43.2M +$7.14M +265,493 +22%
Legal & General Group
36
Legal & General Group
United Kingdom
$41.5M +$528K +19,628 +1%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$40.8M +$395K +14,706 +1%
PAM
38
Panagora Asset Management
Massachusetts
$40.7M -$1.34M -49,692 -3%
Man Group
39
Man Group
United Kingdom
$39.3M -$25.6M -951,064 -42%
Charles Schwab
40
Charles Schwab
California
$39M -$216K -8,026 -0.6%
Skandinaviska Enskilda Banken (SEB)
41
Skandinaviska Enskilda Banken (SEB)
Sweden
$38.9M -$26.9K -1,000 -0.1%
DZ Bank
42
DZ Bank
Germany
$38.8M
Fidelity Investments
43
Fidelity Investments
Massachusetts
$36.4M +$29.2M +1,085,673 +698%
T
44
TOBAM
France
$29.9M -$1.6M -59,639 -6%
Bank of America
45
Bank of America
North Carolina
$28.1M -$4.35M -161,687 -14%
Ameriprise
46
Ameriprise
Minnesota
$27.9M -$42.9M -1,596,051 -63%
Teacher Retirement System of Texas
47
Teacher Retirement System of Texas
Texas
$25.5M -$2.65M -98,438 -10%
GI
48
GAMCO Investors
Connecticut
$25M -$1.92M -71,400 -8%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$24.4M -$1.78M -66,183 -7%
MSL
50
Mackay Shields LLC
New York
$23.9M +$10.9M +405,709 +99%

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.