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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 %
Brown Advisory
251
Brown Advisory
Maryland
$295K -$49.9K -2,284 -14%
ACI
252
AMP Capital Investors
Australia
$293K -$518K -23,713 -64%
BCWM
253
Bartlett & Co Wealth Management
Ohio
$291K – – –
Mariner
254
Mariner
Kansas
$289K +$289K +13,240 New
BC
255
Bartlett & Co
Ohio
$288K – – –
CAM
256
Claret Asset Management
Quebec, Canada
$287K -$435 -20 -0.2%
BCM
257
Bluefin Capital Management
New York
$283K +$283K +12,993 New
PA
258
Profund Advisors
Maryland
$281K +$281K +12,877 New
KWM
259
Kingsview Wealth Management
Oregon
$278K +$39K +1,750 +16%
HW
260
Hancock Whitney
Mississippi
$276K – – –
ACM
261
AlphaCrest Capital Management
New York
$275K -$1.64M -75,006 -86%
BA
262
Bridgewater Associates
Connecticut
$267K +$267K +12,234 New
I
263
INVST
Indiana
$266K +$266K +11,937 New
VAS
264
Vestmark Advisory Solutions
Massachusetts
$257K +$257K +11,790 New
CAGAS
265
Capital Advisory Group Advisory Services
Minnesota
$255K +$14.1K +645 +6%
LS
266
Livforsakringsbolaget Skandia
Sweden
$253K – – –
SFS
267
Sowell Financial Services
Arkansas
$251K +$251K +10,752 New
WAM
268
World Asset Management
Michigan
$240K -$15.7K -706 -6%
FCH
269
Freestone Capital Holdings
Washington
$237K -$122K -5,591 -34%
OCAM
270
Onex Canada Asset Management
Ontario, Canada
$232K – – –
HWAM
271
Hennion & Walsh Asset Management
New Jersey
$229K +$229K +10,499 New
IA
272
IFP Advisors
Florida
$226K +$155K +7,033 +218%
LFAS
273
Level Four Advisory Services
Texas
$225K -$16.1K -736 -7%
TRCT
274
Tower Research Capital (TRC)
New York
$221K -$144K -6,587 -39%
EFS
275
Essex Financial Services
Connecticut
$216K +$216K +9,910 New
9 10
11
12 13