H&R Block
HRB
434 hedge funds and large institutions have $4.93B invested in H&R Block in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 115 increasing their positions, 146 reducing their positions, and 52 closing their positions.
108% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 52
33% more capital invested
Capital invested by funds: $3.71B → $4.93B (+$1.22B)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
12% more funds holding
Funds holding: 387 → 434 (+47)
11% more call options, than puts
Call options by funds: $63.7M | Put options by funds: $57.3M
1.05% less ownership
Funds ownership: 85.45% → 84.41% (-1%)
21% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 146
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$145M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$58.5M |
| 3 |
Renaissance Technologies
New York
|
+$41.5M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$28.2M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$111M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$57.6M |
| 3 |
BlackRock
New York
|
-$50.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$26.2M |
| 5 |
Swedbank
Stockholm,
Sweden
|
-$26M |
HRB Hedge Fund Activity: Q2 2022 in Review
434 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q2 2022, worth a combined $4.93B — up 33% from $3.71B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new HRB positions and 52 closed out — a net gain of 56 holders — while 115 added to existing stakes and 146 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was Lazard Asset Management, cutting an estimated $111M.
- 434 institutional investors held H&R Block (HRB) as of Q2 2022, up from 387 in Q1 2022.
- Funds reported $4.93B of H&R Block stock for Q2 2022, up 33% quarter-over-quarter.
- 108 funds opened new H&R Block positions in Q2 2022 and 52 closed out, a net change of +56 holders.
- The largest H&R Block buyer in Q2 2022 was Fidelity Investments, an estimated $145M added.
- The largest H&R Block seller in Q2 2022 was Lazard Asset Management, an estimated $111M sold.
Based on aggregated 13F filings for Q2 2022.