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
↓ -14
Streak
3Q ▼
Buyers last Q
55%

Smart Money Signals — HRB

Based on 484 hedge funds · latest filing: 2026 Q1 · 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 — 87% of 3.0Y peak

87% of all-time peak
484 funds currently hold this stock — 87% of the 3.0-year high of 559 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
72 fewer hedge funds hold HRB compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 55% buying

293 buying238 selling
Last quarter: 293 funds bought or added vs 238 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new HRB position: 64 → 82 → 74 → 83. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 15% medium ■ 18% new
322 out of 484 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.
💎

Buying through price weakness — shares +2%, value -28%

Value
-28%
Shares
+2%
Last quarter: funds added +2% more shares while total portfolio value only changed -28%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~83 new funds/quarter

84 → 64 → 82 → 74 → 83 new funds/Q
New funds entering each quarter: 64 → 82 → 74 → 83. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 20% newcomers

■ 71% veterans ■ 10% 1-2yr ■ 20% new
Entry-cohort mix of 500 holders: 353 (71%) are 2+ year veterans, 49 entered 1–2 years ago, and 98 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
58 of 478 holders are among the 100 largest funds by AUM, controlling 61% 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.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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.

Institutional Sentiment Summary — HRB

In 2026 Q1, 293 hedge funds were net buyers of HRB (83 opened a new position, 210 added to an existing one), while 238 reduced or exited (141 trimmed, 97 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 61% of total institutional value in HRB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -14 funds (more exits than new entries). Total institutional holders: 484.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 4 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: HRB
2026 Q2 Stats Unlock in 3 days 480 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 480 497 -3.42%
13F Shares 121M 118M 2.45%
Total Value $3.75B $5.22B -28.09%
New Positions 80 74 +6
Increased Positions 207 149 +58
Closed Positions 97 114 -17
Reduced Positions 136 202 -66
Total Calls 9 10 -10.0%
Total Puts 11 10 10.0%
PUT/CALL Ratio 1.22 1.0 Bearish

Statistics: HRB

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

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.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 HRB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Framtiden Holdings Management Co LLC 28.62% 1,140,000 $47.2M
2 Ranmore Fund Management Ltd 5.90% 1,400,000 $53.3M
3 Prevatt Capital Ltd 5.86% 710,000 $27.0M
4 Lodge Hill Capital, LLC 3.61% 565,900 $21.5M
5 Round Hill Asset Management 2.54% 106,396 $4.1M
6 Eschler Asset Management LLP 1.83% 27,000 $1.0M
7 Kennondale Capital Management LLC 1.70% 66,879 $2.5M
8 Inlet Private Wealth, LLC 1.05% 113,852 $4.3M
9 Rings Capital Management LLC 1.03% 53,000 $2.0M
10 Range Financial Group LLC 0.92% 88,404 $3.4M
11 Carolina Wealth Advisors, LLC 0.88% 58,629 $2.2M
12 RWWM, Inc. 0.83% 296,272 $11.3M
13 Eagle Harbor Asset Management Inc /Adv 0.80% 25,052 $604K
14 Point Nemo Capital, LLC 0.67% 34,831 $1.3M
15 Ceera Investments, LLC 0.63% 38,743 $1.5M
16 Wbi Investments, LLC 0.57% 60,192 $2.3M
17 Sovereign's Capital Management, LLC 0.54% 21,239 $809K
18 Tectonic Advisors LLC 0.51% 280,725 $10.7M
19 Cambria Investment Management, L.P. 0.48% 254,284 $9.7M
20 Qsemble Capital Management, LP 0.47% 97,272 $3.7M
21 Sound Income Strategies, LLC 0.45% 261,903 $10.0M
22 Fuller & Thaler Asset Management, INC. 0.41% 3,975,923 $151.4M
23 Sprott INC. 0.34% 285,000 $10.9M
24 Kendall Capital Management 0.34% 53,000 $2.0M
25 Royce & Associates LP 0.33% 1,063,355 $40.5M
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?

Slight buying edge — 55% buying: Last quarter: 293 funds bought or added vs 238 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HRB holders?

Elite ownership — 61% AUM from top-100 funds: 58 of 478 holders are among the 100 largest funds by AUM, controlling 61% 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?

67% of holders stayed for 2+ years: 322 out of 484 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.

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