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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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$11.4M -$517K -21,836 -4%
Renaissance Technologies
52
Renaissance Technologies
New York
$11.3M +$11.4M +479,518 New
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$10.5M -$9.36M -395,276 -47%
CSS
54
Cubist Systematic Strategies
Connecticut
$10.1M +$9.76M +412,374 +2,555%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$10M -$999K -42,181 -9%
MVP
56
Miller Value Partners
Florida
$9.86M
PCM
57
Portolan Capital Management
Massachusetts
$9.64M -$5.13M -216,693 -35%
Swiss National Bank
58
Swiss National Bank
Switzerland
$9.49M -$862K -36,400 -8%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$8.73M +$3.71M +156,711 +73%
ICM
60
Invenomic Capital Management
Massachusetts
$8.33M +$99.1K +4,188 +1%
Legal & General Group
61
Legal & General Group
United Kingdom
$7.83M -$1.37M -57,670 -15%
OSAM
62
O'Shaughnessy Asset Management
Connecticut
$7.78M +$7.27M +306,927 +1,243%
Amundi
63
Amundi
France
$7.76M +$7.83M +330,688 New
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$7.43M -$277K -11,701 -4%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$7.3M +$5.5M +232,365 +295%
KIM
66
Kestrel Investment Management
California
$7.1M -$7.1K -300 -0.1%
Citigroup
67
Citigroup
New York
$7.03M +$1.07M +45,374 +18%
GHAM
68
Gilman Hill Asset Management
Connecticut
$6.94M +$70.4K +2,972 +1%
N
69
Natixis
France
$6.93M +$6.98M +295,000 New
AllianceBernstein
70
AllianceBernstein
Tennessee
$6.88M -$226K -9,557 -3%
Bank of Nova Scotia
71
Bank of Nova Scotia
Ontario, Canada
$6.86M +$6.91M +292,000 New
FP
72
Foundry Partners
Minnesota
$6.64M -$202K -8,538 -3%
QOP
73
Quinn Opportunity Partners
Virginia
$6.6M -$947K -40,000 -12%
TSW
74
Thompson Siegel & Walmsley
Virginia
$6.5M -$9.44M -398,713 -59%
SIS
75
Sound Income Strategies
Florida
$6.47M +$669K +28,241 +11%

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.