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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
EGM
201
Engineers Gate Manager
New York
$688K -$51.6K -2,180 -7%
HCM
202
Hodges Capital Management
Texas
$681K +$687K +29,000 New
TRSOTSOK
203
Teachers Retirement System of the State of Kentucky
Kentucky
$662K
SOADOR
204
State of Alaska Department of Revenue
Alaska
$661K -$13.3K -561 -2%
Wealthfront Advisers
205
Wealthfront Advisers
California
$639K -$6.37K -269 -1%
OAM
206
Occidental Asset Management
California
$639K +$28.9K +1,219 +5%
CIC
207
Crawford Investment Counsel
Georgia
$616K +$621K +26,240 New
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$595K -$355K -15,003 -37%
HIM
209
Hillsdale Investment Management
Ontario, Canada
$594K +$599K +25,300 New
Aberdeen Group
210
Aberdeen Group
United Kingdom
$593K -$6.23K -263 -1%
TI
211
Tidal Investments
Wisconsin
$591K +$596K +25,169 New
TCMG
212
TSP Capital Management Group
New Jersey
$587K -$592K -25,000 Closed
WG
213
Winton Group
United Kingdom
$576K -$29.1K -1,230 -5%
CAM
214
ClariVest Asset Management
California
$576K -$6.27K -265 -1%
Osaic Holdings
215
Osaic Holdings
Arizona
$567K -$91K -3,844 -14%
Teacher Retirement System of Texas
216
Teacher Retirement System of Texas
Texas
$558K +$50.2K +2,122 +10%
SC
217
Scotia Capital
Ontario, Canada
$556K -$92.2K -3,894 -14%
CI
218
Ceera Investments
Texas
$552K +$213K +9,005 +62%
Creative Planning
219
Creative Planning
Kansas
$547K -$316K -13,336 -36%
US Bancorp
220
US Bancorp
Minnesota
$541K +$8.9K +376 +2%
AIC
221
Archer Investment Corporation
Indiana
$535K
LAM
222
Lingohr Asset Management
Germany
$531K
PP
223
Paloma Partners
Connecticut
$526K -$480K -20,267 -47%
State of Wisconsin Investment Board
224
State of Wisconsin Investment Board
Wisconsin
$512K -$38.2K -1,615 -7%
PP
225
Prudential plc
United Kingdom
$511K +$515K +21,747 New

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.