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 483 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
483 funds currently hold this stock — 87% of the 3.0-year high of 558 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
73 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

292 buying237 selling
Last quarter: 292 funds bought or added vs 237 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new HRB position: 63 → 82 → 74 → 82. 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+) ■ 16% medium ■ 18% new
322 out of 483 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 — ~82 new funds/quarter

84 → 63 → 82 → 74 → 82 new funds/Q
New funds entering each quarter: 63 → 82 → 74 → 82. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 19% newcomers

■ 71% veterans ■ 10% 1-2yr ■ 19% new
Entry-cohort mix of 499 holders: 353 (71%) are 2+ year veterans, 49 entered 1–2 years ago, and 97 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
55 of 477 holders are among the 100 largest funds by AUM, controlling 47% 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, 292 hedge funds were net buyers of HRB (82 opened a new position, 210 added to an existing one), while 237 reduced or exited (141 trimmed, 96 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 47% 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: 483.

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.

Is It Too Late to Buy Block H & R Inc (HRB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HRB has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
HRB
+15.1%
XLY
+7.0%

HRB outperformed XLY by +8.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
HRB
-0.9%
XLY
+0.1%

Since the filing became public, HRB outperformed XLY by -1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
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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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

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.

QUARTER:
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 15.23% 490,000 $15.6M
2 Lodge Hill Capital, LLC 6.44% 1,050,000 $33.3M
3 Prevatt Capital Ltd 6.07% 710,000 $22.5M
4 Ranmore Fund Management Ltd 5.87% 1,400,000 $44.4M
5 Kennondale Capital Management LLC 2.39% 104,304 $3.3M
6 Himalaya Capital Management LLC 1.61% 1,626,906 $51.6M
7 Round Hill Asset Management 1.39% 66,901 $2.1M
8 QVIDTVM Management LLC 0.91% 23,255 $738K
9 Rings Capital Management LLC 0.90% 53,000 $1.7M
10 RWWM, Inc. 0.83% 360,354 $11.4M
11 Inlet Private Wealth, LLC 0.83% 102,752 $3.3M
12 Optimist Retirement Group LLC 0.81% 57,808 $1.8M
13 Carolina Wealth Advisors, LLC 0.68% 51,303 $1.6M
14 Neo Ivy Capital Management 0.66% 78,333 $2.5M
15 Atom Investors LP 0.62% 273,466 $8.7M
16 Ceera Investments, LLC 0.59% 42,228 $1.3M
17 Cambria Investment Management, L.P. 0.52% 294,773 $9.4M
18 Sovereign's Capital Management, LLC 0.51% 21,708 $689K
19 Fuller & Thaler Asset Management, INC. 0.46% 4,280,293 $135.9M
20 Kendall Capital Management 0.43% 65,415 $2.1M
21 Tectonic Advisors LLC 0.42% 251,935 $8.0M
22 Sound Income Strategies, LLC 0.40% 259,921 $8.3M
23 Chase Investment Counsel Corp 0.33% 40,000 $1.3M
24 Landscape Capital Management, L.L.C. 0.28% 141,108 $4.5M
25 Rodgers Brothers Inc. 0.27% 73,100 $2.3M
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: 292 funds bought or added vs 237 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 — 47% AUM from top-100 funds: 55 of 477 holders are among the 100 largest funds by AUM, controlling 47% 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 483 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.

Is it too late to buy Block H & R Inc (HRB) following the 2026 Q1 hedge fund 13F filings?

As of today, HRB has moved -0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the XLY sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), HRB has gained +15.1% vs +7.0% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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