H&R Block
452 hedge funds and large institutions have $4.51B invested in H&R Block in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 163 reducing their positions, and 52 closing their positions.
6% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 52
0% less funds holding
Funds holding: 453 → 452 (-1)
3.95% less ownership
Funds ownership: 98.88% → 94.92% (-4%)
11% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 163
14% less capital invested
Capital invested by funds: $5.23B → $4.51B (-$718M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
49% less call options, than puts
Call options by funds: $60.8M | Put options by funds: $120M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$116M |
| 2 |
Millennium Management
New York
|
+$80.1M |
| 3 |
MSL
Mackay Shields LLC
New York
|
+$26.6M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
+$15.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$40.2M |
| 2 |
Bank of New York Mellon
New York
|
-$36.4M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$35.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$33.6M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$32.5M |
HRB Hedge Fund Activity: Q2 2018 in Review
452 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q2 2018, worth a combined $4.51B — down 14% from $5.23B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new HRB positions and 52 closed out — a net gain of 3 holders — while 145 added to existing stakes and 163 trimmed.
The largest buyer was BlackRock, adding an estimated $116M. The largest seller was Arrowstreet Capital, cutting an estimated $40.2M.
- 452 institutional investors held H&R Block (HRB) as of Q2 2018, down from 453 in Q1 2018.
- Funds reported $4.51B of H&R Block stock for Q2 2018, down 14% quarter-over-quarter.
- 55 funds opened new H&R Block positions in Q2 2018 and 52 closed out, a net change of +3 holders.
- The largest H&R Block buyer in Q2 2018 was BlackRock, an estimated $116M added.
- The largest H&R Block seller in Q2 2018 was Arrowstreet Capital, an estimated $40.2M sold.
Based on aggregated 13F filings for Q2 2018.