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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
Glenmede Trust
Pennsylvania
$38M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$31.6M
3
Morgan Stanley
Morgan Stanley
New York
$25.4M
4
JAM
Jupiter Asset Management
United Kingdom
$181M
5
PP
Prudential plc
United Kingdom
$70.2M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$0
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$23.1M
3
MAM
Martingale Asset Management
Massachusetts
$1.74M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.8M
5
SOMRS
State of Michigan Retirement System
Michigan
$702K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
276
J.P. Morgan Private Wealth Advisors
California
$169K +$13.5K +942 +9%
LS
277
Livforsakringsbolaget Skandia
Sweden
$166K – – –
Federated Hermes
278
Federated Hermes
Pennsylvania
$160K +$136K +9,508 +556%
COPPSERS
279
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$157K -$20.9K -1,468 -12%
NFG
280
Next Financial Group
Texas
$157K +$153K +10,478 +3,493%
6M
281
6 Meridian
Kansas
$155K -$256K -17,998 -62%
KRS
282
Kentucky Retirement Systems
Kentucky
$153K -$37.4K -2,619 -20%
HB
283
Horizon Bancorp
Indiana
$153K +$36.1K +2,531 +31%
NMIMC
284
Northwestern Mutual Investment Management Company
Wisconsin
$151K +$6.54K +458 +5%
AOWM
285
Alpha Omega Wealth Management
Virginia
$150K -$4.47K -314 -3%
CT
286
Chicago Trust
Illinois
$150K – – –
Macquarie Group
287
Macquarie Group
Australia
$148K +$55.8K +3,903 +61%
LIA
288
LS Investment Advisors
Michigan
$147K +$18K +1,267 +14%
PNC
289
Park National Corp
Ohio
$146K – – –
OCAM
290
Onex Canada Asset Management
Ontario, Canada
$146K – – –
FDCDDQ
291
Federation des caisses Desjardins du Quebec
Quebec, Canada
$139K -$1.45M -101,599 -91%
CAGAS
292
Capital Advisory Group Advisory Services
Minnesota
$127K +$127K +8,859 New
NICM
293
Neo Ivy Capital Management
New York
$122K +$122K +8,513 New
SIM
294
Sentry Investment Management
Wisconsin
$118K +$371 +26 +0.3%
LWCFA
295
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K – – –
Capstone Investment Advisors
296
Capstone Investment Advisors
New York
$114K +$101K +7,087 +769%
CIA
297
CSat Investment Advisory
Michigan
$102K +$51.8K +3,598 +103%
FHA
298
Flagship Harbor Advisors
Massachusetts
$86K – – –
SIC
299
Salem Investment Counselors
North Carolina
$85K – – –
CFGS
300
Concourse Financial Group Securities
Alabama
$85K +$84.7K +5,831 +26,505%
10 11
12
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