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H&R Block

390 hedge funds and large institutions have $3.58B invested in H&R Block in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 99 increasing their positions, 149 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 50

7% more capital invested

Capital invested by funds: $3.36B → $3.58B (+$219M)

4% more funds holding

Funds holding: 375390 (+15)

1.08% less ownership

Funds ownership: 85.28%84.19% (-1.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

25% less call options, than puts

Call options by funds: $27.1M | Put options by funds: $36.1M

34% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 149

Holders
390
Holders Change
+15
Holders Change %
+4%
% of All Funds
6.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
67
Increased
99
Reduced
149
Closed
50
Calls
$27.1M
Puts
$36.1M
Net Calls
-$9M
Net Calls Change
+$6.29M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$25.5M +$8.86M +374,218 +52%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$25.5M +$9.61M +405,847 +60%
Charles Schwab
28
Charles Schwab
California
$25.1M +$709K +29,938 +3%
Swedbank
29
Swedbank
Sweden
$24.8M -$1.41M -59,572 -5%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$24.5M +$3.29M +138,909 +15%
Principal Financial Group
31
Principal Financial Group
Iowa
$24.3M +$3.17M +133,775 +15%
PCM
32
Peregrine Capital Management
Minnesota
$21.3M -$2.26M -95,592 -10%
FBB
33
Fulton Breakefield Broenniman
Maryland
$20.8M +$279K +11,781 +1%
Citadel Advisors
34
Citadel Advisors
Florida
$20.3M +$14M +591,797 +215%
PPA
35
Parametric Portfolio Associates
Washington
$18.3M +$102K +4,305 +0.6%
FFH
36
Fairfax Financial Holdings
Ontario, Canada
$18.1M
JP Morgan Chase
37
JP Morgan Chase
New York
$17.5M -$314K -13,267 -2%
Man Group
38
Man Group
United Kingdom
$17.1M -$11.3M -475,679 -39%
Millennium Management
39
Millennium Management
New York
$16.1M -$4.8M -202,569 -23%
Bank of America
40
Bank of America
North Carolina
$16M -$622K -26,277 -4%
PI
41
PGGM Investments
Netherlands
$15.3M +$2.78M +117,435 +22%
FNF
42
Fidelity National Financial
Florida
$15M
UBS Group
43
UBS Group
Switzerland
$13.9M -$907K -38,321 -6%
AAM
44
Advisors Asset Management
Colorado
$13.7M +$3.25M +137,272 +31%
Ameriprise
45
Ameriprise
Minnesota
$13.2M -$5.04M -213,062 -27%
HighTower Advisors
46
HighTower Advisors
Illinois
$13M +$13.1M +554,320 New
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$12.3M +$12.4M +524,746 New
SDIC
48
South Dakota Investment Council
South Dakota
$11.8M -$1.36M -57,519 -10%
UBS AM
49
UBS AM
Illinois
$11.8M +$3.4M +143,562 +40%
Barclays
50
Barclays
United Kingdom
$11.5M +$2.83M +119,754 +32%

HRB Hedge Fund Activity: Q2 2021 in Review

390 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q2 2021, worth a combined $3.58B — up 6.5% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new HRB positions and 50 closed out — a net gain of 17 holders — while 99 added to existing stakes and 149 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $23.6M. The largest seller was Fidelity Investments, cutting an estimated $81.3M.

  • 390 institutional investors held H&R Block (HRB) as of Q2 2021, up from 375 in Q1 2021.
  • Funds reported $3.58B of H&R Block stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 67 funds opened new H&R Block positions in Q2 2021 and 50 closed out, a net change of +17 holders.
  • The largest H&R Block buyer in Q2 2021 was Russell Investments Group, an estimated $23.6M added.
  • The largest H&R Block seller in Q2 2021 was Fidelity Investments, an estimated $81.3M sold.

Based on aggregated 13F filings for Q2 2021.