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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
AA
201
ALPS Advisors
Colorado
$1.29M -$263K -9,785 -18%
Comerica Bank
202
Comerica Bank
Texas
$1.29M +$17K +634 +1%
GHCM
203
Glen Harbor Capital Management
California
$1.27M +$554K +20,608 +90%
CSS
204
Cubist Systematic Strategies
Connecticut
$1.27M +$967K +35,982 +491%
Wellington Management Group
205
Wellington Management Group
Massachusetts
$1.26M -$3.9M -145,261 -77%
VIA
206
Vident Investment Advisory
Georgia
$1.25M -$2.53M -94,113 -69%
CB
207
Commerce Bank
Missouri
$1.25M -$151K -5,601 -12%
FAN
208
Financial Advisors Network
California
$1.21M +$62.4K +2,320 +6%
AIM
209
Achmea Investment Management
Netherlands
$1.2M +$1.1M +40,780 New
MSV
210
MN Services Vermogensbeheer
Netherlands
$1.19M
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$1.16M +$1.05M +39,163 +7,912%
TPSF
212
Texas Permanent School Fund
Texas
$1.15M -$21K -780 -2%
THWM
213
Taylor Hoffman Wealth Management
Virginia
$1.14M +$130K +4,849 +14%
ASRS
214
Arizona State Retirement System
Arizona
$1.13M -$21.5K -800 -2%
URS
215
Utah Retirement Systems
Utah
$1.13M -$7.42K -276 -0.7%
FAM
216
Formidable Asset Management
Ohio
$1.12M +$1.09M +40,378 New
RCM
217
Riverhead Capital Management
Delaware
$1.12M +$474K +17,650 +86%
LAM
218
Lingohr Asset Management
Germany
$1.11M +$645K +24,000 +173%
NIPH
219
NN Investment Partners Holdings
Netherlands
$1.09M -$3.02M -112,323 -75%
MME
220
Meag Munich Ergo
Germany
$1.09M +$839K +31,209 +485%
FTIOP
221
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.09M
M&T Bank
222
M&T Bank
New York
$1.08M +$65.1K +2,422 +7%
Mackenzie Financial
223
Mackenzie Financial
Ontario, Canada
$1.07M -$165K -6,122 -14%
HAM
224
Highstreet Asset Management
Ontario, Canada
$1.07M -$51.9K -1,930 -5%
US Bancorp
225
US Bancorp
Minnesota
$1.07M -$10.8K -401 -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.