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H&R Block
HRB

Overview Fund Activity

382 hedge funds and large institutions have $2.62B invested in H&R Block in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 144 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
7.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
62
Increased
122
Reduced
144
Closed
60
Calls
$13.5M
Puts
$19.5M
Net Calls
-$5.96M
Net Calls Change
-$4.64M

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$38M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$31.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.4M
4
JAM
4
Jupiter Asset Management
United Kingdom
$181M
5
PP
5
Prudential plc
United Kingdom
$70.2M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$0
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$23.1M
3
MAM
3
Martingale Asset Management
Massachusetts
$1.74M
4
Skandinaviska Enskilda Banken (SEB)
4
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.8M
5
SOMRS
5
State of Michigan Retirement System
Michigan
$702K
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
226
Group One Trading
Illinois
$328K +$236K +16,522 +257%
LCM
227
Landscape Capital Management
New Jersey
$320K -$2.26M -158,083 -88%
AW
228
Alpha Windward
Massachusetts
$319K +$313K +21,913 +5,049%
ECM
229
ETrade Capital Management
Virginia
$318K -$16.6K -1,167 -5%
X
230
Xponance
Pennsylvania
$316K +$316K +22,094 New
HIMCH
231
Hartford Investment Management Co (HIMCO)
Connecticut
$308K -$681K -47,665 -69%
APF
232
Alaska Permanent Fund
Alaska
$293K – – –
SLF
233
Sun Life Financial
Ontario, Canada
$292K +$4.06K +285 +1%
CIAS
234
Capital Investment Advisory Services
North Carolina
$290K +$290K +20,279 New
RT
235
Rockland Trust
Massachusetts
$286K -$679K -47,520 -70%
RC
236
RBF Capital
California
$286K – – –
OSIA
237
O'Shares Investment Advisers
Massachusetts
$278K +$278K +19,456 New
CWM
238
CIBC World Markets
New York
$270K +$65.8K +4,608 +32%
ICM
239
Invenomic Capital Management
Massachusetts
$270K +$119K +8,326 +79%
TRSOTSOK
240
Teachers Retirement System of the State of Kentucky
Kentucky
$264K – – –
Two Sigma Advisers
241
Two Sigma Advisers
New York
$263K +$263K +18,400 New
PAS
242
Park Avenue Securities
New York
$260K +$260K +18,176 New
SS
243
Simplicity Solutions
Minnesota
$257K -$33.8K -2,369 -12%
NSEDCP
244
NJ State Employees Deferred Compensation Plan
New Jersey
$257K – – –
OPERF
245
Oregon Public Employees Retirement Fund
Oregon
$255K -$15.7K -1,100 -6%
CICI
246
Capital Investment Counsel Inc
North Carolina
$255K +$7.14K +500 +3%
SAM
247
Securian Asset Management
Minnesota
$251K -$20.6K -1,440 -8%
OAM
248
Optimal Asset Management
California
$249K -$349K -24,409 -58%
LAM
249
Lingohr Asset Management
Germany
$247K -$12.1K -832 -5%
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
$245K +$4.08K +286 +2%
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10
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