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H&R Block

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.

New
Increased
Maintained
Reduced
Closed

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: 451454 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

13% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 171

Holders
454
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
9.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
60
Increased
148
Reduced
171
Closed
48
Calls
$23.6M
Puts
$20.2M
Net Calls
+$3.41M
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.49M +$10.8K +403 +0.5%
CPO
152
Cerity Partners OCIO
New York
$2.48M +$1.82M +67,884 +403%
OTPPB
153
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.45M +$2.25M +83,661 New
GH
154
GAM Holding
Switzerland
$2.45M -$1.09M -40,728 -33%
CC
155
Cognios Capital
Kansas
$2.43M -$431K -16,037 -16%
BCIM
156
British Columbia Investment Management
British Columbia, Canada
$2.42M -$971K -36,130 -30%
Holocene Advisors
157
Holocene Advisors
New York
$2.4M +$697K +25,935 +46%
EF
158
Empowered Funds
Pennsylvania
$2.35M -$704K -26,185 -25%
B
159
Barings
North Carolina
$2.23M +$688K +25,600 +51%
Aviva
160
Aviva
United Kingdom
$2.22M -$51.3K -1,910 -2%
BC
161
Brinker Capital
Pennsylvania
$2.2M +$9.51K +354 +0.5%
Pacer Advisors
162
Pacer Advisors
Pennsylvania
$2.13M +$129K +4,812 +7%
SC
163
Scotia Capital
Ontario, Canada
$2.1M -$20.6K -768 -1%
Victory Capital Management
164
Victory Capital Management
Texas
$2.07M +$1.5M +55,939 +381%
Tudor Investment Corp
165
Tudor Investment Corp
Connecticut
$2.02M +$1.86M +69,028 New
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$1.99M +$1.83M +68,009 New
AAM
167
Auxier Asset Management
Oregon
$1.96M -$2.69K -100 -0.1%
RT
168
Rockland Trust
Massachusetts
$1.96M +$136K +5,057 +8%
RHAM
169
Round Hill Asset Management
California
$1.89M -$30.4K -1,130 -2%
Group One Trading
170
Group One Trading
Illinois
$1.81M +$1.1M +40,959 +196%
S
171
Seeyond
France
$1.81M -$2.6M -96,895 -61%
AIMCA
172
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.76M +$290K +10,800 +22%
ACA
173
Aptus Capital Advisors
Alabama
$1.75M -$158K -5,897 -9%
FAF
174
Fjarde Ap-fonden
Sweden
$1.75M -$169K -6,300 -10%
Caisse de Depot et Placement du Quebec (CDPQ)
175
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.7M -$116K -4,300 -7%

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.