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H&R Block

383 hedge funds and large institutions have $2.62B invested in H&R Block in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 123 increasing their positions, 144 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 61

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 385383 (-2)

1% less capital invested

Capital invested by funds: $2.65B → $2.62B (-$23.9M)

2.38% less ownership

Funds ownership: 97.79%95.41% (-2.4%)

15% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 144

31% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $19.5M

Holders
383
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
7.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
62
Increased
123
Reduced
144
Closed
61
Calls
$13.5M
Puts
$19.5M
Net Calls
-$5.96M
Net Calls Change
-$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$21.9M +$7.54M +476,924 +45%
Skandinaviska Enskilda Banken (SEB)
27
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.8M -$22.2M -1,406,000 -50%
Charles Schwab
28
Charles Schwab
California
$19.4M -$143K -9,017 -0.7%
Squarepoint
29
Squarepoint
New York
$17.7M +$6.52M +412,352 +50%
N
30
Nuveen
North Carolina
$16.4M +$4.07M +257,438 +29%
VRS
31
Virginia Retirement Systems
Virginia
$15.7M +$16M +1,013,200 +1,153%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$15.5M +$17.1M +1,082,670 New
AL
33
AJO LP
Pennsylvania
$14.6M +$12.9M +817,830 +399%
SEI Investments
34
SEI Investments
Pennsylvania
$14.5M -$1.07M -67,860 -6%
CSS
35
Cubist Systematic Strategies
Connecticut
$12.7M +$11.4M +722,233 +440%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$12.3M +$13.6M +859,291 New
PI
37
PGGM Investments
Netherlands
$11.6M -$1.57M -99,482 -11%
Canada Life
38
Canada Life
Manitoba, Canada
$10.3M -$8.15M -515,951 -42%
Axa
39
Axa
France
$10.2M -$303K -19,200 -3%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$9.32M -$7.73M -489,291 -43%
FNF
41
Fidelity National Financial
Florida
$9.09M
PPA
42
Parametric Portfolio Associates
Washington
$8.77M -$1.3M -82,419 -12%
Bank of America
43
Bank of America
North Carolina
$8.75M -$3.67M -232,285 -27%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$8.34M -$378K -23,921 -4%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$8.17M +$6.52M +412,550 +258%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$7.9M +$418K +26,451 +5%
AIG
47
American International Group
New York
$7.37M -$1.41M -89,190 -15%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$7.13M -$581K -36,743 -7%
Barclays
49
Barclays
United Kingdom
$6.75M -$7.64M -483,650 -51%
Man Group
50
Man Group
United Kingdom
$6.74M +$5.91M +374,200 +382%

HRB Hedge Fund Activity: Q2 2020 in Review

383 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q2 2020, worth a combined $2.62B — down 0.9% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HRB positions and 61 closed out — a net gain of 1 holder — while 123 added to existing stakes and 144 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $40.1M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $77M sold.

  • 383 institutional investors held H&R Block (HRB) as of Q2 2020, down from 385 in Q1 2020.
  • Funds reported $2.62B of H&R Block stock for Q2 2020, down 0.9% quarter-over-quarter.
  • 62 funds opened new H&R Block positions in Q2 2020 and 61 closed out, a net change of +1 holder.
  • The largest H&R Block buyer in Q2 2020 was Glenmede Trust, an estimated $40.1M added.
  • The largest H&R Block seller in Q2 2020 was First Eagle Investment Management, an estimated $77M sold.

Based on aggregated 13F filings for Q2 2020.