H&R Block
375 hedge funds and large institutions have $3.36B invested in H&R Block in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 101 increasing their positions, 141 reducing their positions, and 54 closing their positions.
32% more capital invested
Capital invested by funds: $2.55B → $3.36B (+$815M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
13% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 54
2% more funds holding
Funds holding: 369 → 375 (+6)
2.43% less ownership
Funds ownership: 87.7% → 85.28% (-2.4%)
28% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 141
35% less call options, than puts
Call options by funds: $29M | Put options by funds: $44.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$37.6M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$27.9M |
| 3 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$19M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$17.1M |
| 5 |
FFH
Fairfax Financial Holdings
Toronto,
Ontario, Canada
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$37.8M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$36.8M |
| 3 |
Lazard Asset Management
New York
|
-$34.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$33.6M |
| 5 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$23.9M |
HRB Hedge Fund Activity: Q1 2021 in Review
375 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q1 2021, worth a combined $3.36B — up 32% from $2.55B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new HRB positions and 54 closed out — a net gain of 7 holders — while 101 added to existing stakes and 141 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $37.6M. The largest seller was D.E. Shaw & Co, cutting an estimated $37.8M.
- 375 institutional investors held H&R Block (HRB) as of Q1 2021, up from 369 in Q4 2020.
- Funds reported $3.36B of H&R Block stock for Q1 2021, up 32% quarter-over-quarter.
- 61 funds opened new H&R Block positions in Q1 2021 and 54 closed out, a net change of +7 holders.
- The largest H&R Block buyer in Q1 2021 was Fidelity Investments, an estimated $37.6M added.
- The largest H&R Block seller in Q1 2021 was D.E. Shaw & Co, an estimated $37.8M sold.
Based on aggregated 13F filings for Q1 2021.