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

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$0
2
APG Asset Management
APG Asset Management
Netherlands
$55.6M
3
Deutsche Bank
Deutsche Bank
Germany
$19.1M
4
DZ Bank
DZ Bank
Germany
$4.94M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
276
Teachers Retirement System of the State of Kentucky
Kentucky
$437K – – –
LTFS
277
Ladenburg Thalmann Financial Services
Florida
$427K +$58.7K +2,486 +16%
Walleye Trading
278
Walleye Trading
New York
$427K +$427K +18,065 New
NSEDCP
279
NJ State Employees Deferred Compensation Plan
New Jersey
$425K – – –
CAM
280
Claret Asset Management
Quebec, Canada
$399K -$63.1K -2,669 -14%
JIC
281
Johnson Investment Counsel
Ohio
$378K -$17.5K -730 -4%
Brown Advisory
282
Brown Advisory
Maryland
$378K -$2.36K -100 -0.6%
NMERB
283
New Mexico Educational Retirement Board
New Mexico
$369K -$28.3K -1,200 -7%
FHB
284
First Hawaiian Bank
Hawaii
$349K +$21.2K +901 +6%
Neuberger Berman Group
285
Neuberger Berman Group
New York
$348K -$145K -6,130 -29%
WAM
286
World Asset Management
Michigan
$346K +$6.45K +273 +2%
DILIC
287
Dai-ichi Life Insurance Company
Japan
$341K – – –
CGH
288
Crossmark Global Holdings
Texas
$321K -$20.8K -880 -6%
PP
289
Paloma Partners
Connecticut
$319K -$391K -16,527 -55%
SCI
290
S&CO Inc
Massachusetts
$319K -$35.4K -1,500 -10%
LB
291
Landmark Bank
Missouri
$319K -$1.7K -72 -0.5%
LS
292
Livforsakringsbolaget Skandia
Sweden
$318K – – –
BCWM
293
Bartlett & Co Wealth Management
Ohio
$315K +$315K +13,200 New
HF
294
HRT Financial
New York
$315K +$315K +13,377 New
BC
295
Bartlett & Co
Ohio
$312K +$312K +13,200 New
BTS
296
BB&T Securities
Virginia
$308K +$308K +13,019 New
COPPSERS
297
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$304K +$21.9K +927 +8%
CCM
298
Crabel Capital Management
California
$304K +$304K +12,868 New
SMDAM
299
Sumitomo Mitsui DS Asset Management
Japan
$301K +$58.7K +2,488 +24%
SRAM
300
Stone Ridge Asset Management
New York
$300K +$300K +12,699 New
10 11
12
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