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.
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: 375 → 390 (+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: 5 → 4 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$23.6M |
| 2 |
Two Sigma Investments
New York
|
+$22.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$19.8M |
| 4 |
Goldman Sachs
New York
|
+$19.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$81.3M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$34M |
| 3 |
BlackRock
New York
|
-$33.9M |
| 4 |
Squarepoint
New York
|
-$24.7M |
| 5 |
D.E. Shaw & Co
New York
|
-$22.6M |
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.