H&R Block
434 hedge funds and large institutions have $4.91B invested in H&R Block in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 140 increasing their positions, 172 reducing their positions, and 65 closing their positions.
34% more call options, than puts
Call options by funds: $16.2M | Put options by funds: $12.1M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.8% less ownership
Funds ownership: 106.47% → 103.67% (-2.8%)
4% less funds holding
Funds holding: 454 → 434 (-20)
19% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 172
29% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 65
34% less capital invested
Capital invested by funds: $7.4B → $4.91B (-$2.48B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UH
Unigestion Holding
Geneva,
Switzerland
|
+$51.1M |
| 2 |
D.E. Shaw & Co
New York
|
+$48.2M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$44.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$41.5M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$38.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$123M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$52.8M |
| 3 |
Renaissance Technologies
New York
|
-$49.1M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$39.3M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$29.5M |
HRB Hedge Fund Activity: Q3 2019 in Review
434 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q3 2019, worth a combined $4.91B — down 34% from $7.4B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of HRB and 46 opened new positions — a net loss of 19 holders — while 172 trimmed existing stakes and 140 added.
The largest buyer was Unigestion Holding, adding an estimated $51.1M. The largest seller was Schroder Investment Management Group, cutting an estimated $123M.
- 434 institutional investors held H&R Block (HRB) as of Q3 2019, down from 454 in Q2 2019.
- Funds reported $4.91B of H&R Block stock for Q3 2019, down 34% quarter-over-quarter.
- 46 funds opened new H&R Block positions in Q3 2019 and 65 closed out, a net change of -19 holders.
- The largest H&R Block buyer in Q3 2019 was Unigestion Holding, an estimated $51.1M added.
- The largest H&R Block seller in Q3 2019 was Schroder Investment Management Group, an estimated $123M sold.
Based on aggregated 13F filings for Q3 2019.