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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 %
SPC
276
Sigma Planning Corp
Michigan
$213K -$19.8K -909 -9%
OQS
277
Occudo Quantitative Strategies
Florida
$212K +$212K +9,747 New
URS
278
Utah Retirement Systems
Utah
$207K -$10.9K -500 -5%
Skandinaviska Enskilda Banken (SEB)
279
Skandinaviska Enskilda Banken (SEB)
Sweden
$207K – – –
Fifth Third Bancorp
280
Fifth Third Bancorp
Ohio
$206K -$40.4K -1,851 -16%
Baird Financial Group
281
Baird Financial Group
Wisconsin
$204K +$204K +9,392 New
PAM
282
Panagora Asset Management
Massachusetts
$192K +$127K +5,820 +194%
RA
283
Rational Advisors
New York
$170K +$170K +7,795 New
SIC
284
Salem Investment Counselors
North Carolina
$129K – – –
HI
285
Harbour Investments
Wisconsin
$123K +$123K +5,647 New
AF
286
Advisornet Financial
Minnesota
$108K +$59.5K +2,720 +123%
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.7K -$9.96K -457 -10%
VFA
288
Valeo Financial Advisors
Indiana
$82K +$78.7K +3,589 +2,377%
SPIA
289
Steward Partners Investment Advisory
New York
$56.2K +$53.1K +2,434 +1,702%
HNB
290
Huntington National Bank
Ohio
$52K – – –
NSIM
291
North Star Investment Management
Illinois
$52K – – –
Bessemer Group
292
Bessemer Group
New Jersey
$52K +$13.5K +609 +35%
SCM
293
Silvant Capital Management
Georgia
$49K – – –
MAM
294
Meeder Asset Management
Ohio
$45K -$24.6K -1,129 -35%
ME
295
McIlrath & Eck
Washington
$45K – – –
AIL
296
AGF Investments LLC
Ontario, Canada
$44K +$44K +2,040 New
HPC
297
HM Payson & Co
Maine
$35K – – –
NIC
298
Northwest Investment Counselors
Oregon
$35K +$35K +1,600 New
MA
299
MUFG Americas
New York
$33K – – –
LIM
300
Longfellow Investment Management
Massachusetts
$33K – – –
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