Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLOCK H & R INC (HRB)

480 + Investors. Track Smart Money conviction in HRB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -42
Streak
3Q ▼
Buyers last Q
42%

Smart Money Signals — HRB

Based on 463 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their HRB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
463 funds currently hold this stock — 88% of the 3.0-year high of 529 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q
55 fewer hedge funds hold HRB compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 42% buying

216 buying299 selling
Last quarter: 299 funds reduced or exited vs 216 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 82 → 59 → 79 → 69. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 16% medium ■ 13% new
329 out of 463 hedge funds have held HRB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~69 new funds/quarter

79 → 82 → 59 → 79 → 69 new funds/Q
New funds entering each quarter: 82 → 59 → 79 → 69. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 10% 1-2yr ■ 17% new
Of 480 current holders: 353 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
41 of 463 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in HRB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: HRB

How many hedge funds hold HRB — quarterly history vs. share price
Quarterly hedge fund ownership of HRB vs. share price

Market Analysis: HRB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HRB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

65 top-rated funds 3 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: HRB
2026 Q1 Stats Unlock in 11 days 480 + Investors

Track Smart Money conviction in HRB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 480 520 -7.69%
13F Shares 116M 118M -1.54%
Total Value $5.01B $5.78B -13.21%
New Positions 71 82 -11
Increased Positions 173 165 +8
Closed Positions 113 102 +11
Reduced Positions 205 200 +5
Total Calls 10 10 -
Total Puts 10 7 42.86%
PUT/CALL Ratio 1.0 0.7 Neutral

Statistics: HRB

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

480 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HRB. Verified SEC 13F-HR filings.

Top 25 institutional holders of HRB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Prevatt Capital Ltd 6.07% 710,000 $22.5M
2 Forum Finance Group S.A. 1.20% 85,275 $2K
3 TEALWOOD ASSET MANAGEMENT INC 0.96% 66,438 $2K
4 RWWM, Inc. 0.83% 360,354 $11.4M
5 Carolina Wealth Advisors, LLC 0.68% 51,303 $1.6M
6 CEERA INVESTMENTS, LLC 0.59% 42,228 $1.3M
7 Kendall Capital Management 0.43% 65,415 $2.1M
8 TECTONIC ADVISORS LLC 0.42% 251,935 $8.0M
9 Sound Income Strategies, LLC 0.40% 259,921 $8.3M
10 Barnett & Company, Inc. 0.26% 10,420 $331K
11 Argyle Capital Management, LLC 0.24% 23,233 $737K
12 Boston Trust Walden Corp 0.23% 895,236 $28.4M
13 Range Financial Group LLC 0.19% 17,910 $568K
14 Triad Investment Management 0.17% 13,200 $448K
15 CWC Advisors, LLC. 0.16% 10,288 $327K
16 SEIZERT CAPITAL PARTNERS, LLC 0.15% 105,963 $3.4M
17 SPROTT INC. 0.15% 165,000 $5.2M
18 Qsemble Capital Management, LP 0.14% 57,158 $1.8M
19 AVISO WEALTH MANAGEMENT 0.14% 9,554 $303K
20 Ifrah Financial Services, Inc. 0.13% 15,800 $501K
21 Human Investing LLC 0.12% 26,443 $839K
22 Archer Investment Corp 0.11% 16,300 $517K
23 NJ State Employees Deferred Compensation Plan 0.10% 18,000 $910K
24 Linden Thomas Advisory Services, LLC 0.10% 31,157 $989K
25 MOKAN Wealth Management Inc. 0.09% 6,351 $202K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BLOCK H & R INC (HRB)

What does the Smart Money Trend signal show for HRB?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their HRB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HRB?

More sellers than buyers — 42% buying: Last quarter: 299 funds reduced or exited vs 216 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HRB holders?

Elite ownership — 54% AUM from top-100 funds: 41 of 463 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in HRB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HRB?

71% of holders stayed for 2+ years: 329 out of 463 hedge funds have held HRB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.