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.
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: 1 → 1 (0)
1% less funds holding
Funds holding: 385 → 383 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$40.1M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$35M |
| 3 |
Morgan Stanley
New York
|
+$21M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$20.8M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Eagle Investment Management
New York
|
-$77M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$28.6M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$22.4M |
| 4 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$22.2M |
| 5 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$19.7M |
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.