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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
SEI Investments
76
SEI Investments
Pennsylvania
$6.07M +$442K +18,685 +8%
NW
77
NewEdge Wealth
Pennsylvania
$5.93M +$5.98M +252,755 New
BGIM
78
Brandywine Global Investment Management
Pennsylvania
$5.89M +$5.94M +250,906 New
FCI
79
Financial Counselors Inc
Kansas
$5.86M -$64.3K -2,715 -1%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$5.74M -$291K -12,290 -5%
Retirement Systems of Alabama
81
Retirement Systems of Alabama
Alabama
$5.55M -$72K -3,042 -1%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$5.46M -$615 -26 -0%
HF
83
HRT Financial
New York
$5.43M +$5.48M +231,445 New
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$5.36M +$5.4M +228,310 New
SAM
85
Storebrand Asset Management
Norway
$5.2M +$3.6M +152,000 +219%
SFI
86
Susquehanna Fundamental Investments
Pennsylvania
$5.07M +$113K +4,793 +2%
Victory Capital Management
87
Victory Capital Management
Texas
$5.06M -$27.5K -1,163 -0.5%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.67M -$167K -7,075 -3%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$4.6M +$3.48M +146,989 +301%
CEI
90
Clark Estates Inc
New York
$4.58M
Stifel Financial
91
Stifel Financial
Missouri
$4.53M +$1.06M +44,583 +30%
Voloridge Investment Management
92
Voloridge Investment Management
Florida
$4.48M +$3.72M +156,972 +466%
CS
93
Credit Suisse
Switzerland
$4.38M -$1.75M -74,127 -28%
RB
94
Rodgers Brothers
Pennsylvania
$4.29M +$4.33M +182,925 New
Acadian Asset Management
95
Acadian Asset Management
Massachusetts
$4.01M +$3.49M +147,288 +629%
Two Sigma Advisers
96
Two Sigma Advisers
New York
$4M +$2.34M +98,900 +139%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$3.77M -$654K -27,615 -15%
MOACM
98
Mutual of America Capital Management
New York
$3.64M -$253K -10,693 -6%
AB
99
Amalgamated Bank
New York
$3.6M +$2.87M +121,197 +376%
RCM
100
Rings Capital Management
Illinois
$3.59M

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.