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H&R Block
HRB

Overview Fund Activity

453 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
60
Increased
147
Reduced
171
Closed
48
Calls
$23.6M
Puts
$20.2M
Net Calls
+$3.41M
Net Calls Change
+$2.05M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$49.1M
2
Bessemer Group
Bessemer Group
New Jersey
+$44.2M
3
Deutsche Bank
Deutsche Bank
Germany
+$36.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$32.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.8M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$216M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$59.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$54.5M
4
Ameriprise
Ameriprise
Minnesota
-$46.8M
5
Man Group
Man Group
United Kingdom
-$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIL
276
AGF Investments LLC
Ontario, Canada
$514K -$1.28M -43,651 -71%
AI
277
ArchPoint Investors
Florida
$505K – – –
NMERB
278
New Mexico Educational Retirement Board
New Mexico
$493K -$8.78K -300 -2%
JIC
279
Johnson Investment Counsel
Ohio
$484K – – –
Brown Advisory
280
Brown Advisory
Maryland
$472K +$87.2K +2,976 +23%
CS
281
Candriam SCA
Luxembourg
$469K -$491K -16,844 -51%
HW
282
Hancock Whitney
Mississippi
$458K -$65.9K -2,252 -13%
LTFS
283
Ladenburg Thalmann Financial Services
Florida
$456K +$160K +5,465 +54%
SCI
284
S&CO Inc
Massachusetts
$440K – – –
BCM
285
BlueCrest Capital Management
Jersey
$427K +$427K +14,580 New
CGH
286
Crossmark Global Holdings
Texas
$423K -$4.95K -169 -1%
DILIC
287
Dai-ichi Life Insurance Company
Japan
$423K – – –
WAM
288
World Asset Management
Michigan
$421K +$2.26K +77 +0.5%
Mariner
289
Mariner
Kansas
$420K -$16.2K -554 -4%
FHB
290
First Hawaiian Bank
Hawaii
$408K -$7.81K -266 -2%
II
291
IFM Investors
Australia
$403K – – –
LB
292
Landmark Bank
Missouri
$398K -$4.95K -169 -1%
LS
293
Livforsakringsbolaget Skandia
Sweden
$395K – – –
LIC
294
Lodestar Investment Counsel
Illinois
$387K – – –
SBWM
295
Sunflower Bank Wealth Management
Arizona
$363K – – –
CCIA
296
Campbell & Co Investment Adviser
Maryland
$357K +$357K +12,200 New
Parallax Volatility Advisers
297
Parallax Volatility Advisers
California
$355K +$335K +11,413 +1,664%
Cambridge Investment Research Advisors
298
Cambridge Investment Research Advisors
Iowa
$353K -$13.5K -461 -4%
NICM
299
Neo Ivy Capital Management
New York
$353K +$353K +12,033 New
COPPSERS
300
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$350K -$2.38K -81 -0.7%
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