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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 %
FM
251
Foster & Motley
Ohio
$244K -$75.2K -5,268 -24%
EMG
252
ETF Managers Group
New Jersey
$243K +$77.2K +5,430 +47%
Brown Advisory
253
Brown Advisory
Maryland
$234K -$36.4K -2,546 -13%
NB
254
Norinchukin Bank
Japan
$228K -$5.72K -400 -2%
OFG
255
OmniStar Financial Group
North Carolina
$228K +$20.2K +1,413 +10%
Creative Planning
256
Creative Planning
Kansas
$227K +$13.7K +961 +6%
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$214K -$5.06K -354 -2%
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$208K -$67.4K -4,740 -24%
CGH
259
Crossmark Global Holdings
Texas
$208K +$3.79K +265 +2%
LFAS
260
Level Four Advisory Services
Texas
$205K +$205K +14,493 New
MA
261
MANA Advisors
New York
$202K +$202K +14,152 New
BCWM
262
Bartlett & Co Wealth Management
Ohio
$192K – – –
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$190K +$6.63K +464 +4%
ACM
264
AlphaCrest Capital Management
New York
$189K -$316K -22,112 -63%
Mitsubishi UFJ Asset Management
265
Mitsubishi UFJ Asset Management
Japan
$189K +$44.6K +3,120 +31%
BC
266
Bartlett & Co
Ohio
$188K – – –
NMERB
267
New Mexico Educational Retirement Board
New Mexico
$187K +$11.4K +800 +7%
IA
268
IFP Advisors
Florida
$183K -$53.5K -3,824 -23%
GEM
269
Global Endowment Management
North Carolina
$182K – – –
AII
270
AGF Investments Inc
Ontario, Canada
$179K -$239K -16,769 -57%
CAN
271
Cetera Advisor Networks
California
$175K +$2.02K +142 +1%
ZIM
272
Zacks Investment Management
Illinois
$175K +$175K +12,266 New
SEC
273
Seven Eight Capital
New York
$174K +$174K +12,200 New
CAM
274
Claret Asset Management
Quebec, Canada
$172K -$51.2K -3,577 -23%
PAMP
275
Polar Asset Management Partners
Ontario, Canada
$172K +$172K +12,074 New
9 10
11
12 13