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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
RJA
176
Raymond James & Associates
Florida
$1.67M +$210K +7,819 +16%
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$1.66M -$618 -23 -0%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$1.64M -$58.2K -2,164 -4%
MIM
179
MetLife Investment Management
New Jersey
$1.64M -$64.2K -2,388 -4%
Assenagon Asset Management
180
Assenagon Asset Management
Luxembourg
$1.56M -$901K -33,517 -39%
EP
181
Elkfork Partners
Oregon
$1.54M +$673K +25,024 +90%
Nomura Asset Management
182
Nomura Asset Management
Japan
$1.53M +$175K +6,495 +14%
EWM
183
Endurance Wealth Management
Rhode Island
$1.53M -$193K -7,175 -12%
MAM
184
Meeder Asset Management
Ohio
$1.52M +$292K +10,883 +27%
KWILP
185
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.51M -$147K -5,461 -10%
GIBU
186
Gulf International Bank (UK)
United Kingdom
$1.49M
First Manhattan
187
First Manhattan
New York
$1.46M -$167K -6,199 -11%
RIM
188
Redpoint Investment Management
Australia
$1.46M -$101K -3,760 -7%
Point72 Asset Management
189
Point72 Asset Management
Connecticut
$1.45M +$1.31M +48,627 +5,303%
SOADOR
190
State of Alaska Department of Revenue
Alaska
$1.45M -$71.7K -2,668 -5%
TAF
191
Tredje AP-fonden
Sweden
$1.44M +$631K +23,491 +93%
SOMRS
192
State of Michigan Retirement System
Michigan
$1.43M -$282K -10,500 -18%
QI
193
QS Investors
New York
$1.41M
HI
194
Human Investing
Oregon
$1.37M +$19.9K +741 +2%
State of Tennessee, Department of Treasury
195
State of Tennessee, Department of Treasury
Tennessee
$1.37M -$123K -4,580 -9%
ACM
196
Argyle Capital Management
Pennsylvania
$1.35M
FQ
197
First Quadrant
California
$1.33M +$1.22M +45,248 New
EVM
198
Eaton Vance Management
Massachusetts
$1.32M +$3.25K +121 +0.3%
CCP
199
Corient Capital Partners
California
$1.31M +$1.2M +44,693 New
AB
200
Amalgamated Bank
New York
$1.29M +$14.9K +554 +1%

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.