H&R Block
433 hedge funds and large institutions have $4.9B invested in H&R Block in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 139 increasing their positions, 173 reducing their positions, and 65 closing their positions.
34% more call options, than puts
Call options by funds: $16.2M | Put options by funds: $12.1M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.66% less ownership
Funds ownership: 104.33% → 103.67% (-0.66%)
5% less funds holding
Funds holding: 454 → 433 (-21)
20% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 173
31% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 65
32% less capital invested
Capital invested by funds: $7.25B → $4.9B (-$2.35B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UH
Unigestion Holding
Geneva,
Switzerland
|
+$51.1M |
| 2 |
D.E. Shaw & Co
New York
|
+$48.2M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$44.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$41.5M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$38.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
-$52.8M |
| 2 |
Renaissance Technologies
New York
|
-$49.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$39.3M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$29.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$29M |
HRB Hedge Fund Activity: Q3 2019 in Review
433 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q3 2019, worth a combined $4.9B — down 32% from $7.25B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of HRB and 45 opened new positions — a net loss of 20 holders — while 173 trimmed existing stakes and 139 added.
The largest buyer was Unigestion Holding, adding an estimated $51.1M. The largest seller was APG Asset Management, cutting an estimated $52.8M.
- 433 institutional investors held H&R Block (HRB) as of Q3 2019, down from 454 in Q2 2019.
- Funds reported $4.9B of H&R Block stock for Q3 2019, down 32% quarter-over-quarter.
- 45 funds opened new H&R Block positions in Q3 2019 and 65 closed out, a net change of -20 holders.
- The largest H&R Block buyer in Q3 2019 was Unigestion Holding, an estimated $51.1M added.
- The largest H&R Block seller in Q3 2019 was APG Asset Management, an estimated $52.8M sold.
Based on aggregated 13F filings for Q3 2019.