HRB icon

H&R Block
HRB

Overview Fund Activity

367 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
99
Reduced
155
Closed
63
Calls
$23.2M
Puts
$25.8M
Net Calls
-$2.65M
Net Calls Change
+$2.15M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$131M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$59.7M
3
Franklin Resources
Franklin Resources
California
$37.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$407M
5
Morgan Stanley
Morgan Stanley
New York
$29.9M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$4.46M
2
CC
Carlson Capital
Texas
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$1.08M
4
AQR Capital Management
AQR Capital Management
Connecticut
$21.8M
5
KBC Group
KBC Group
Belgium
$322K
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
276
PEAK6 Investments
Illinois
$141K +$141K +8,893 New
NICM
277
Neo Ivy Capital Management
New York
$133K +$44K +2,782 +50%
LWCFA
278
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$128K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
279
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$106K +$106K +6,673 New
SIC
280
Salem Investment Counselors
North Carolina
$94K – – –
IA
281
Inspire Advisors
Idaho
$86K +$86K +5,435 New
FDCDDQ
282
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.2K -$25.4K -1,599 -26%
WIM
283
Wilen Investment Management
Florida
$70K +$70K +4,500 New
MAM
284
Meeder Asset Management
Ohio
$51K -$344K -21,528 -87%
IA
285
IFP Advisors
Florida
$51K -$26.3K -1,662 -34%
PAM
286
Panagora Asset Management
Massachusetts
$48K -$621K -38,873 -93%
Canada Pension Plan Investment Board
287
Canada Pension Plan Investment Board
Ontario, Canada
$40K -$381K -24,210 -90%
HNB
288
Huntington National Bank
Ohio
$38K -$9.5K -600 -20%
NSIM
289
North Star Investment Management
Illinois
$38K – – –
SCM
290
Silvant Capital Management
Georgia
$36K – – –
AF
291
Advisornet Financial
Minnesota
$35K – – –
ME
292
McIlrath & Eck
Washington
$33K -$5.59K -349 -14%
CG
293
Cutler Group
California
$32K +$32K +2,075 New
Bessemer Group
294
Bessemer Group
New Jersey
$28K -$303K -18,801 -92%
HPC
295
HM Payson & Co
Maine
$25K – – –
MA
296
MUFG Americas
New York
$24K – – –
LIM
297
Longfellow Investment Management
Massachusetts
$24K +$24K +1,482 New
OSAM
298
O'Shaughnessy Asset Management
Connecticut
$22K -$932 -59 -4%
GWM
299
Geneos Wealth Management
Colorado
$20K +$6.63K +496 +50%
OIA
300
Optimum Investment Advisors
Illinois
$18K -$9.99K -616 -36%
10 11
12
13 14