H&R Block
HRB
390 hedge funds and large institutions have $3.4B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 127 increasing their positions, 144 reducing their positions, and 45 closing their positions.
2% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 45
1% less funds holding
Funds holding: 395 → 390 (-5)
1.84% less ownership
Funds ownership: 83.86% → 82.02% (-1.8%)
9% less capital invested
Capital invested by funds: $3.74B → $3.4B (-$337M)
12% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 144
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
23% less call options, than puts
Call options by funds: $20.6M | Put options by funds: $26.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$71.1M |
| 2 |
RA
Royce & Associates
New York
|
+$34.1M |
| 3 |
LHC
Lodge Hill Capital
New York
|
+$17M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$10.3M |
| 5 |
Lazard Asset Management
New York
|
+$6.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$47.7M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$25.7M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$25.3M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$21.9M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$21M |
HRB Hedge Fund Activity: Q4 2021 in Review
390 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q4 2021, worth a combined $3.4B — down 9% from $3.74B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of HRB and 44 opened new positions — a net loss of 1 holder — while 144 trimmed existing stakes and 127 added.
The largest buyer was BlackRock, adding an estimated $71.1M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $47.7M.
- 390 institutional investors held H&R Block (HRB) as of Q4 2021, down from 395 in Q3 2021.
- Funds reported $3.4B of H&R Block stock for Q4 2021, down 9% quarter-over-quarter.
- 44 funds opened new H&R Block positions in Q4 2021 and 45 closed out, a net change of -1 holder.
- The largest H&R Block buyer in Q4 2021 was BlackRock, an estimated $71.1M added.
- The largest H&R Block seller in Q4 2021 was Hotchkis & Wiley Capital Management, an estimated $47.7M sold.
Based on aggregated 13F filings for Q4 2021.