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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
Deutsche Bank
176
Deutsche Bank
Germany
$930K -$1.53M -64,631 -62%
PC
177
Prairiewood Capital
North Dakota
$928K -$50.9K -2,150 -5%
Mirae Asset Global Investments
178
Mirae Asset Global Investments
South Korea
$908K -$162K -6,835 -15%
NMERB
179
New Mexico Educational Retirement Board
New Mexico
$892K +$99.4K +4,200 +12%
HSA
180
Hussman Strategic Advisors
Maryland
$873K -$824K -34,800 -48%
SG Americas Securities
181
SG Americas Securities
New York
$867K -$492K -20,764 -36%
X
182
Xponance
Pennsylvania
$851K +$83.8K +3,542 +11%
Federated Hermes
183
Federated Hermes
Pennsylvania
$850K -$275K -11,617 -24%
CC
184
Cipher Capital
New York
$841K +$465K +19,645 +122%
M&T Bank
185
M&T Bank
New York
$834K -$71 -3 -0%
HSBC Holdings
186
HSBC Holdings
United Kingdom
$831K -$380K -16,033 -31%
ERSOT
187
Employees Retirement System of Texas
Texas
$798K -$3.16M -133,600 -80%
Handelsbanken Fonder
188
Handelsbanken Fonder
Sweden
$789K +$170K +7,200 +27%
VWA
189
V Wealth Advisors
Kansas
$775K +$781K +33,000 New
GI
190
GAMCO Investors
Connecticut
$764K -$343K -14,500 -31%
APG Asset Management
191
APG Asset Management
Netherlands
$750K -$1.22M -51,500 -58%
DTL
192
Dynamic Technology Lab
Singapore
$723K +$729K +30,792 New
NICM
193
Neo Ivy Capital Management
New York
$720K +$726K +30,668 New
Group One Trading
194
Group One Trading
Illinois
$716K -$49K -2,070 -6%
NMIMC
195
Northwestern Mutual Investment Management Company
Wisconsin
$709K -$9K -380 -1%
ACP
196
Ashfield Capital Partners
California
$704K
PAWC
197
P.A.W. Capital
Connecticut
$704K +$710K +30,000 New
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$702K
SSA
199
Schonfeld Strategic Advisors
New York
$702K +$177K +7,464 +33%
CIG
200
Cairn Investment Group
Washington
$693K -$8.88K -375 -1%

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.