H&R Block
HRB
387 hedge funds and large institutions have $3.71B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 109 increasing their positions, 143 reducing their positions, and 55 closing their positions.
62% more call options, than puts
Call options by funds: $18M | Put options by funds: $11.1M
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
9% more capital invested
Capital invested by funds: $3.4B → $3.71B (+$316M)
3.44% more ownership
Funds ownership: 82.02% → 85.45% (+3.4%)
4% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 55
1% less funds holding
Funds holding: 390 → 387 (-3)
24% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 143
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$196M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$46.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$23.3M |
| 4 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
+$10.3M |
| 5 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
+$7.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$97M |
| 2 |
BlackRock
New York
|
-$46.9M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$30M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$25.2M |
| 5 |
D.E. Shaw & Co
New York
|
-$24.3M |
HRB Hedge Fund Activity: Q1 2022 in Review
387 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q1 2022, worth a combined $3.71B — up 9.3% from $3.4B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new HRB positions and 55 closed out — a net gain of 2 holders — while 109 added to existing stakes and 143 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $196M. The largest seller was Vanguard Group, cutting an estimated $97M.
- 387 institutional investors held H&R Block (HRB) as of Q1 2022, down from 390 in Q4 2021.
- Funds reported $3.71B of H&R Block stock for Q1 2022, up 9.3% quarter-over-quarter.
- 57 funds opened new H&R Block positions in Q1 2022 and 55 closed out, a net change of +2 holders.
- The largest H&R Block buyer in Q1 2022 was Fidelity Investments, an estimated $196M added.
- The largest H&R Block seller in Q1 2022 was Vanguard Group, an estimated $97M sold.
Based on aggregated 13F filings for Q1 2022.