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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
ACM
476
Azimuth Capital Management
Michigan
-$280K -11,700 Closed
CIM
477
Contravisory Investment Management
Massachusetts
-$280K -11,676 Closed
MIFH
478
Migdal Insurance & Financial Holdings
Israel
-$145K -6,037 Closed
BAMF
479
BI Asset Management Fondsmaeglerselskab
Denmark
-$139K -5,800 Closed
GAM
480
GQ Asset Management
New York
-$133K -5,547 Closed
IUHSA
481
Itau Unibanco Holding S.A.
Brazil
-$118K -4,693 Closed
RFC
482
Regions Financial Corp
Alabama
-$102K -4,256 Closed
PHK
483
Point72 Hong Kong
Hong Kong
-$63K -2,624 Closed
NSIM
484
North Star Investment Management
Illinois
-$57K -2,400 Closed
TC
485
Truvestments Capital
Florida
-$62K -2,348 Closed
LFA
486
Legacy Financial Advisors
Kentucky
-$52K -2,172 Closed
WAM
487
Wealthspire Advisors (Maryland)
Maryland
-$34K -1,426 Closed
SWM
488
SeaCrest Wealth Management
New York
-$23K -969 Closed
KL
489
KWMG LLC
Kansas
-$23K -952 Closed
BBNA
490
Bremer Bank National Association
Minnesota
-$14K -500 Closed
WTB
491
Washington Trust Bank
Washington
-$9K -375 Closed
WCM
492
WealthBridge Capital Management
Ohio
-$8K -288 Closed
MNBTD
493
Moody National Bank Trust Division
Texas
-$5K -210 Closed
FANJ
494
Financial Architects (New Jersey)
New Jersey
-$5K -200 Closed
CFG
495
Citizens Financial Group
Rhode Island
-$4K -148 Closed
CAM
496
Cresset Asset Management
Illinois
-$3K -112 Closed
PA
497
Parallel Advisors
California
-$1.07K -40 -98%
WT
498
Whittier Trust
California
-$1K -21 Closed
TSW
499
Thompson Siegel & Walmsley
Virginia
-$27 -1 -33%
FGAM
500
Financial Gravity Asset Management
Texas
+$27 +1 +9%

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.