H&R Block
444 hedge funds and large institutions have $4.55B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 180 reducing their positions, and 56 closing their positions.
39% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 56
3% more funds holding
Funds holding: 433 → 444 (+11)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less call options, than puts
Call options by funds: $13.1M | Put options by funds: $13.5M
4.39% less ownership
Funds ownership: 103.67% → 99.28% (-4.4%)
7% less capital invested
Capital invested by funds: $4.9B → $4.55B (-$359M)
33% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 180
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$87.5M |
| 2 |
D.E. Shaw & Co
New York
|
+$45.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$41.2M |
| 4 |
Squarepoint
New York
|
+$31.4M |
| 5 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$30M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$102M |
| 2 |
State Street
Boston,
Massachusetts
|
-$73.7M |
| 3 |
BlackRock
New York
|
-$54.6M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$45.2M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$35M |
HRB Hedge Fund Activity: Q4 2019 in Review
444 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q4 2019, worth a combined $4.55B — down 7.3% from $4.9B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new HRB positions and 56 closed out — a net gain of 22 holders — while 120 added to existing stakes and 180 trimmed.
The largest buyer was Jupiter Asset Management, adding an estimated $87.5M. The largest seller was Amundi Asset Management US, cutting an estimated $102M.
- 444 institutional investors held H&R Block (HRB) as of Q4 2019, up from 433 in Q3 2019.
- Funds reported $4.55B of H&R Block stock for Q4 2019, down 7.3% quarter-over-quarter.
- 78 funds opened new H&R Block positions in Q4 2019 and 56 closed out, a net change of +22 holders.
- The largest H&R Block buyer in Q4 2019 was Jupiter Asset Management, an estimated $87.5M added.
- The largest H&R Block seller in Q4 2019 was Amundi Asset Management US, an estimated $102M sold.
Based on aggregated 13F filings for Q4 2019.