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H&R Block
HRB

Overview Fund Activity

374 hedge funds and large institutions have $3.36B invested in H&R Block in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+7
Holders Change %
+1.91%
% of All Funds
6.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
61
Increased
100
Reduced
141
Closed
53
Calls
$29M
Puts
$44.3M
Net Calls
-$15.3M
Net Calls Change
-$12.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.3M
2
Franklin Resources
Franklin Resources
California
+$32.2M
3
PCM
Peregrine Capital Management
Minnesota
+$21.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$19.7M
5
FFH
Fairfax Financial Holdings
Ontario, Canada
+$16.8M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$43.6M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$42.4M
3
Lazard Asset Management
Lazard Asset Management
New York
-$39.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$38.8M
5
JAM
Jupiter Asset Management
United Kingdom
-$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
226
Dupont Capital Management
Delaware
$397K +$108K +4,968 +37%
CIAS
227
Capital Investment Advisory Services
North Carolina
$396K -$38.1K -1,748 -9%
NSEDCP
228
NJ State Employees Deferred Compensation Plan
New Jersey
$392K – – –
Cambridge Investment Research Advisors
229
Cambridge Investment Research Advisors
Iowa
$378K +$32.9K +1,511 +10%
SAM
230
Securian Asset Management
Minnesota
$377K -$2.18K -100 -0.6%
PAM
231
Premier Asset Management
Illinois
$376K +$31.6K +1,450 +9%
Cetera Investment Advisers
232
Cetera Investment Advisers
Illinois
$370K +$3.48K +160 +1%
VF
233
Virtu Financial
New York
$367K -$24.1K -1,105 -6%
RT
234
Rockland Trust
Massachusetts
$363K – – –
CSS
235
Cubist Systematic Strategies
Connecticut
$352K -$13.4M -614,756 -97%
CC
236
Cipher Capital
New York
$352K -$5.44M -249,759 -94%
PP
237
PDT Partners
New York
$352K +$352K +16,147 New
CANY
238
Caxton Associates (New York)
New York
$346K +$346K +15,862 New
PAMU
239
Pictet Asset Management (UK)
United Kingdom
$340K -$47.9K -2,200 -12%
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$330K -$20.4K -931 -6%
RC
241
RBF Capital
California
$327K – – –
ProShare Advisors
242
ProShare Advisors
Maryland
$324K -$5.06K -232 -2%
LB
243
Legacy Bridge
Iowa
$319K – – –
MSRPS
244
Maryland State Retirement & Pension System
Maryland
$319K +$319K +14,650 New
CT
245
Chicago Trust
Illinois
$316K – – –
CI
246
Ceera Investments
Texas
$316K +$316K +14,495 New
CGH
247
Crossmark Global Holdings
Texas
$314K -$23.1K -1,060 -7%
CL
248
Choreo LLC
Illinois
$313K – – –
AOWM
249
Alpha Omega Wealth Management
Virginia
$313K +$12.8K +590 +4%
FAM
250
Formidable Asset Management
Ohio
$306K -$134K -6,021 -30%
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