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H&R Block
HRB

Overview Fund Activity

432 hedge funds and large institutions have $4.9B invested in H&R Block in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 173 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
-21
Holders Change %
-4.64%
% of All Funds
9.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
45
Increased
138
Reduced
173
Closed
65
Calls
$16.2M
Puts
$12.1M
Net Calls
+$4.09M
Net Calls Change
+$681K

Top Buyers

1
UH
1
Unigestion Holding
Switzerland
$80.4M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$104M
3
JAM
3
Jupiter Asset Management
United Kingdom
$162M
4
State Street
4
State Street
Massachusetts
$311M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$102M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
APG Asset Management
2
APG Asset Management
Netherlands
$55.6M
3
Deutsche Bank
3
Deutsche Bank
Germany
$19.1M
4
DZ Bank
4
DZ Bank
Germany
$4.94M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBU
251
CIBC Bank USA
Illinois
$641K +$49.3K +2,085 +8%
MOACM
252
Mutual of America Capital Management
New York
$634K -$9.33K -395 -1%
VI
253
Versor Investments
New York
$631K -$63.8K -2,700 -9%
QT
254
Quantamental Technologies
New York
$597K +$413K +17,501 +225%
Jennison Associates
255
Jennison Associates
New York
$580K +$12.3K +521 +2%
AIM
256
Achmea Investment Management
Netherlands
$571K -$393K -16,614 -41%
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$568K -$47.1K -1,993 -8%
WBC
258
Westpac Banking Corp
Australia
$568K -$82.2K -3,478 -13%
CWM
259
CIBC World Markets
New York
$540K -$6.6M -279,568 -92%
OPERF
260
Oregon Public Employees Retirement Fund
Oregon
$533K -$26.7K -1,129 -5%
AI
261
ArchPoint Investors
Florida
$521K +$113K +4,730 +28%
B
262
BP
United Kingdom
$520K – – –
Susquehanna International Group
263
Susquehanna International Group
Pennsylvania
$515K -$1.09M -46,216 -68%
Commonwealth Equity Services
264
Commonwealth Equity Services
Massachusetts
$504K -$65.5K -2,780 -12%
Verition Fund Management
265
Verition Fund Management
Connecticut
$488K +$488K +20,644 New
SAM
266
Securian Asset Management
Minnesota
$486K -$8.65K -366 -2%
MERSOM
267
Municipal Employees' Retirement System of Michigan
Michigan
$486K – – –
Mariner
268
Mariner
Kansas
$482K +$144K +6,091 +42%
RC
269
RBF Capital
California
$472K – – –
II
270
IFM Investors
Australia
$458K +$133K +5,609 +41%
DA
271
Duality Advisers
Florida
$443K -$174K -7,370 -28%
ACM
272
AlphaCrest Capital Management
New York
$443K +$443K +18,751 New
FC
273
Ferris Capital
Massachusetts
$442K – – –
SB
274
Suntrust Banks
Georgia
$442K +$7.8K +331 +2%
NAM
275
Nissay Asset Management
Japan
$442K +$16K +676 +4%
9 10
11
12 13