H&R Block
385 hedge funds and large institutions have $2.65B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 149 reducing their positions, and 101 closing their positions.
1.49% less ownership
Funds ownership: 99.28% → 97.79% (-1.5%)
13% less funds holding
Funds holding: 444 → 385 (-59)
14% less call options, than puts
Call options by funds: $8.34M | Put options by funds: $9.66M
15% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 149
42% less capital invested
Capital invested by funds: $4.55B → $2.65B (-$1.9B)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
53% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 101
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$118M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$76.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$62.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$42.3M |
| 5 |
PCM
Polaris Capital Management
Boston,
Massachusetts
|
+$38.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
A
AustralianSuper
Melbourne,
Australia
|
-$95.9M |
| 2 |
HCM
Hamlin Capital Management
New York
|
-$55.4M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$44.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$39.5M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$34.4M |
HRB Hedge Fund Activity: Q1 2020 in Review
385 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q1 2020, worth a combined $2.65B — down 42% from $4.55B a quarter earlier.
Sellers outnumbered buyers: 101 funds closed out of HRB and 47 opened new positions — a net loss of 54 holders — while 149 trimmed existing stakes and 127 added.
The largest buyer was Fidelity Investments, adding an estimated $118M. The largest seller was AustralianSuper, exiting entirely with an estimated $95.9M sold.
- 385 institutional investors held H&R Block (HRB) as of Q1 2020, down from 444 in Q4 2019.
- Funds reported $2.65B of H&R Block stock for Q1 2020, down 42% quarter-over-quarter.
- 47 funds opened new H&R Block positions in Q1 2020 and 101 closed out, a net change of -54 holders.
- The largest H&R Block buyer in Q1 2020 was Fidelity Investments, an estimated $118M added.
- The largest H&R Block seller in Q1 2020 was AustralianSuper, an estimated $95.9M sold.
Based on aggregated 13F filings for Q1 2020.