H&R Block
HRB
385 hedge funds and large institutions have $3.71B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 109 increasing their positions, 142 reducing their positions, and 54 closing their positions.
62% more call options, than puts
Call options by funds: $18M | Put options by funds: $11.1M
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
10% more capital invested
Capital invested by funds: $3.39B → $3.71B (+$322M)
3.46% more ownership
Funds ownership: 81.98% → 85.44% (+3.5%)
6% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 54
1% less funds holding
Funds holding: 387 → 385 (-2)
23% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 142
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$196M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$46.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$23.3M |
| 4 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
+$10.3M |
| 5 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
+$7.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$97M |
| 2 |
BlackRock
New York
|
-$46.9M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$30M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$25.2M |
| 5 |
D.E. Shaw & Co
New York
|
-$24.3M |
HRB Hedge Fund Activity: Q1 2022 in Review
385 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q1 2022, worth a combined $3.71B — up 9.5% from $3.39B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new HRB positions and 54 closed out — a net gain of 3 holders — while 109 added to existing stakes and 142 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $196M. The largest seller was Vanguard Group, cutting an estimated $97M.
- 385 institutional investors held H&R Block (HRB) as of Q1 2022, down from 387 in Q4 2021.
- Funds reported $3.71B of H&R Block stock for Q1 2022, up 9.5% quarter-over-quarter.
- 57 funds opened new H&R Block positions in Q1 2022 and 54 closed out, a net change of +3 holders.
- The largest H&R Block buyer in Q1 2022 was Fidelity Investments, an estimated $196M added.
- The largest H&R Block seller in Q1 2022 was Vanguard Group, an estimated $97M sold.
Based on aggregated 13F filings for Q1 2022.