H&R Block
395 hedge funds and large institutions have $3.74B invested in H&R Block in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 109 increasing their positions, 139 reducing their positions, and 50 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
16% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 50
4% more capital invested
Capital invested by funds: $3.59B → $3.74B (+$144M)
1% more funds holding
Funds holding: 392 → 395 (+3)
0.38% less ownership
Funds ownership: 84.24% → 83.86% (-0.38%)
19% less call options, than puts
Call options by funds: $28.3M | Put options by funds: $35.1M
22% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 139
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$36.3M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$35.3M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$18.8M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$16.7M |
| 5 |
AssetMark Inc
Concord,
California
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$27.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$26.5M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$25.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$15.4M |
| 5 |
Man Group
London,
United Kingdom
|
-$15.3M |
HRB Hedge Fund Activity: Q3 2021 in Review
395 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q3 2021, worth a combined $3.74B — up 4% from $3.59B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new HRB positions and 50 closed out — a net gain of 8 holders — while 109 added to existing stakes and 139 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $36.3M. The largest seller was Two Sigma Investments, cutting an estimated $27.2M.
- 395 institutional investors held H&R Block (HRB) as of Q3 2021, up from 392 in Q2 2021.
- Funds reported $3.74B of H&R Block stock for Q3 2021, up 4% quarter-over-quarter.
- 58 funds opened new H&R Block positions in Q3 2021 and 50 closed out, a net change of +8 holders.
- The largest H&R Block buyer in Q3 2021 was Wellington Management Group, an estimated $36.3M added.
- The largest H&R Block seller in Q3 2021 was Two Sigma Investments, an estimated $27.2M sold.
Based on aggregated 13F filings for Q3 2021.