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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
Ameriprise
76
Ameriprise
Minnesota
$4.29M -$687K -43,459 -13%
UBS AM
77
UBS AM
Illinois
$4.23M -$805K -50,910 -15%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$3.95M -$280K -17,724 -6%
Ensign Peak Advisors
79
Ensign Peak Advisors
Utah
$3.93M -$182K -11,545 -4%
AllianceBernstein
80
AllianceBernstein
Tennessee
$3.87M -$926K -58,618 -18%
Public Sector Pension Investment Board (PSP Investments)
81
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.81M -$1.62M -102,800 -28%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$3.73M +$2.76M +174,465 +201%
FCI
83
Financial Counselors Inc
Kansas
$3.65M +$2.92K +185 +0.1%
Victory Capital Management
84
Victory Capital Management
Texas
$3.62M -$10.6M -669,279 -73%
ERSOT
85
Employees Retirement System of Texas
Texas
$3.45M +$158K +10,000 +4%
LSV Asset Management
86
LSV Asset Management
Illinois
$3.42M -$398K -25,200 -10%
Citigroup
87
Citigroup
New York
$3.35M -$2.09M -132,374 -36%
TI
88
Trexquant Investment
Connecticut
$3.19M +$3.53M +223,591 New
Osaic Holdings
89
Osaic Holdings
Arizona
$3.1M +$1.58M +99,739 +85%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$3.02M -$2.75M -173,787 -43%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.02M -$10.5K -667 -0.3%
Franklin Resources
92
Franklin Resources
California
$3.01M +$236K +14,941 +8%
UH
93
Unigestion Holding
Switzerland
$2.98M -$2.42M -153,327 -42%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$2.96M -$217K -13,700 -6%
LP
95
LMR Partners
United Kingdom
$2.95M +$3.26M +206,551 New
Robeco Institutional Asset Management
96
Robeco Institutional Asset Management
Netherlands
$2.93M -$12M -759,545 -79%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$2.83M +$778K +49,210 +33%
Prudential Financial
98
Prudential Financial
New Jersey
$2.81M +$208K +13,164 +7%
KBC Group
99
KBC Group
Belgium
$2.75M -$2.53M -159,974 -45%
Grantham, Mayo, Van Otterloo & Co (GMO)
100
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.69M +$1.39M +88,100 +88%

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.