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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
AL
51
AJO LP
Pennsylvania
$23.3M +$21.3M +793,532 New
Janus Henderson Group
52
Janus Henderson Group
United Kingdom
$22.1M -$15.4M -571,399 -43%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$20.9M +$664K +24,691 +4%
Canada Life
54
Canada Life
Manitoba, Canada
$20.2M +$18.6M +691,034 New
BNP Paribas Asset Management
55
BNP Paribas Asset Management
France
$20M +$5.39M +200,667 +42%
ECM
56
Element Capital Management
New York
$19.6M +$18M +669,063 New
Swiss National Bank
57
Swiss National Bank
Switzerland
$19.6M -$465K -17,300 -3%
AIG
58
American International Group
New York
$19.1M +$439K +16,320 +3%
Barclays
59
Barclays
United Kingdom
$19M +$4.89M +182,004 +39%
GF
60
Gabelli Funds
New York
$17.1M +$538K +20,000 +4%
UBS Group
61
UBS Group
Switzerland
$16.8M +$3.83M +142,452 +33%
PPA
62
Parametric Portfolio Associates
Washington
$16.8M +$1.12M +41,683 +8%
Two Sigma Investments
63
Two Sigma Investments
New York
$16.7M +$10.5M +390,692 +219%
Allianz Asset Management
64
Allianz Asset Management
Germany
$15.4M -$46.9K -1,746 -0.3%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$15M -$5.37M -199,926 -28%
Aberdeen Group
66
Aberdeen Group
United Kingdom
$14.8M -$612K -22,786 -4%
Citigroup
67
Citigroup
New York
$14.6M +$3.73M +138,834 +39%
Morgan Stanley
68
Morgan Stanley
New York
$14.4M -$3.09M -114,836 -19%
SCP
69
Seizert Capital Partners
Michigan
$14.1M -$5.01M -186,407 -28%
RPI
70
Railway Pension Investments
United Kingdom
$13.1M +$1.01M +37,685 +9%
CS
71
Credit Suisse
Switzerland
$12.5M -$3.56M -132,391 -24%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$12.2M -$273K -10,142 -2%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$12.2M +$550K +20,480 +5%
First Trust Advisors
74
First Trust Advisors
Illinois
$12.1M +$1.98M +73,630 +22%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$12M +$469K +17,457 +4%

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.