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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
Principal Financial Group
51
Principal Financial Group
Iowa
$6.57M +$1.27M +80,102 +21%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$6.48M +$1.6M +101,208 +29%
First Trust Advisors
53
First Trust Advisors
Illinois
$6.42M +$725K +45,851 +11%
FBB
54
Fulton Breakefield Broenniman
Maryland
$6.32M -$36.1K -2,286 -0.5%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$6.28M -$164K -10,375 -2%
Swiss National Bank
56
Swiss National Bank
Switzerland
$6.22M +$735K +46,500 +12%
Citadel Advisors
57
Citadel Advisors
Florida
$6.21M -$8.74M -552,977 -56%
Retirement Systems of Alabama
58
Retirement Systems of Alabama
Alabama
$6.17M +$1.09M +69,094 +19%
Two Sigma Investments
59
Two Sigma Investments
New York
$6.12M +$4.19M +265,177 +162%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$5.82M -$789K -49,948 -11%
GF
61
Gabelli Funds
New York
$5.58M -$5.4M -341,800 -47%
UBS Group
62
UBS Group
Switzerland
$5.38M +$3.63M +229,515 +156%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$5.37M -$506K -31,988 -8%
Deutsche Bank
64
Deutsche Bank
Germany
$5.35M -$2.3M -145,822 -28%
CS
65
Credit Suisse
Switzerland
$5.33M +$1.89M +119,537 +47%
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$5.12M +$4.29M +271,247 +311%
AAMU
67
Amundi Asset Management US
Massachusetts
$5.08M -$1.45M -91,648 -20%
AIMCA
68
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.91M +$2.19M +138,800 +68%
SCP
69
Seizert Capital Partners
Michigan
$4.91M -$622K -39,340 -10%
Legal & General Group
70
Legal & General Group
United Kingdom
$4.89M +$172K +10,854 +3%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$4.83M -$4.07M -257,551 -43%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$4.83M +$65.1K +4,119 +1%
Millennium Management
73
Millennium Management
New York
$4.54M -$4.15M -262,489 -45%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$4.49M -$9.04K -572 -0.2%
Wells Fargo
75
Wells Fargo
California
$4.44M -$2.69M -170,172 -35%

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.