H&R Block
HRB
454 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 171 reducing their positions, and 48 closing their positions.
45% more capital invested
Capital invested by funds: $4.98B → $7.25B (+$2.27B)
25% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 48
17% more call options, than puts
Call options by funds: $23.6M | Put options by funds: $20.2M
1.66% more ownership
Funds ownership: 102.67% → 104.33% (+1.7%)
1% more funds holding
Funds holding: 451 → 454 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 171
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$45M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$40.5M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$33.2M |
| 4 |
D.E. Shaw & Co
New York
|
+$29.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$29.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Eagle Investment Management
New York
|
-$54.7M |
| 2 |
Bank of New York Mellon
New York
|
-$50M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$42.9M |
| 4 |
Man Group
London,
United Kingdom
|
-$25.6M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$22.2M |
HRB Hedge Fund Activity: Q2 2019 in Review
454 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q2 2019, worth a combined $7.25B — up 45% from $4.98B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new HRB positions and 48 closed out — a net gain of 12 holders — while 148 added to existing stakes and 171 trimmed.
The largest buyer was Renaissance Technologies, opening a new position worth an estimated $45M. The largest seller was First Eagle Investment Management, cutting an estimated $54.7M.
- 454 institutional investors held H&R Block (HRB) as of Q2 2019, up from 451 in Q1 2019.
- Funds reported $7.25B of H&R Block stock for Q2 2019, up 45% quarter-over-quarter.
- 60 funds opened new H&R Block positions in Q2 2019 and 48 closed out, a net change of +12 holders.
- The largest H&R Block buyer in Q2 2019 was Renaissance Technologies, an estimated $45M added.
- The largest H&R Block seller in Q2 2019 was First Eagle Investment Management, an estimated $54.7M sold.
Based on aggregated 13F filings for Q2 2019.