We are live on ! Find out more
HRB icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$613M +$3.53M +149,257 +0.6%
BlackRock
2
BlackRock
New York
$473M -$33.9M -1,433,798 -7%
JAM
3
Jupiter Asset Management
United Kingdom
$292M -$2.42M -102,329 -0.8%
State Street
4
State Street
Massachusetts
$165M +$1.47M +62,125 +0.9%
Lazard Asset Management
5
Lazard Asset Management
New York
$133M -$19.6M -826,446 -13%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$86.3M -$2.79M -117,836 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$83.6M -$14.4M -606,676 -15%
Artisan Partners
8
Artisan Partners
Wisconsin
$66.9M +$152K +6,432 +0.2%
Franklin Resources
9
Franklin Resources
California
$56.1M -$34M -1,434,897 -38%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$55.5M -$1.24M -52,550 -2%
Northern Trust
11
Northern Trust
Illinois
$54.1M -$587K -24,805 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$53.9M +$2.38M +100,443 +5%
LSV Asset Management
13
LSV Asset Management
Illinois
$52.2M +$13.9M +588,500 +36%
Goldman Sachs
14
Goldman Sachs
New York
$48.9M +$19.2M +811,238 +64%
Norges Bank
15
Norges Bank
Norway
$44M -$7.71M -325,523 -15%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$41.5M +$23.6M +995,757 +129%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$36.4M -$22.6M -956,459 -38%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$35.8M -$2.55M -107,710 -7%
N
19
Nuveen
North Carolina
$31.8M +$7.21M +304,590 +29%
AQR Capital Management
20
AQR Capital Management
Connecticut
$31.3M -$7.29M -307,908 -19%
Wells Fargo
21
Wells Fargo
California
$30.9M +$19.8M +835,184 +174%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$30.2M -$114K -4,795 -0.4%
Morgan Stanley
23
Morgan Stanley
New York
$29.1M -$9.22M -389,601 -24%
Two Sigma Investments
24
Two Sigma Investments
New York
$27.7M +$22.9M +967,419 +458%
Invesco
25
Invesco
Georgia
$26.8M +$6.91M +291,942 +34%

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.