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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 %
AIM
301
Anchor Investment Management
South Carolina
$81.4K – – –
SFS
302
Sowell Financial Services
Arkansas
$71K +$66.9K +4,703 +1,627%
MIFH
303
Migdal Insurance & Financial Holdings
Israel
$69K -$412 -29 -0.6%
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$69K +$28.4K +1,993 +70%
RIM
305
Rampart Investment Management
Connecticut
$61K +$38.9K +2,726 +176%
VI
306
Vestcor Inc
New Brunswick, Canada
$59K -$2.28M -160,529 -97%
Twin Tree Management
307
Twin Tree Management
Texas
$50K +$50K +3,476 New
AIP
308
Ameritas Investment Partners
Nebraska
$49K – – –
OIA
309
Optimum Investment Advisors
Illinois
$43K -$4.7K -330 -10%
HPC
310
HM Payson & Co
Maine
$37K – – –
SO
311
STRS Ohio
Ohio
$36K – – –
HNB
312
Huntington National Bank
Ohio
$34K – – –
NSIM
313
North Star Investment Management
Illinois
$34K – – –
AF
314
Advisornet Financial
Minnesota
$32K – – –
SCM
315
Silvant Capital Management
Georgia
$32K – – –
CFN
316
Cordasco Financial Network
Florida
$29K – – –
PA
317
Parallel Advisors
California
$29K +$2.89K +207 +11%
LB
318
Legacy Bridge
Iowa
$26K +$26K +1,800 New
LWM
319
Liberty Wealth Management
California
$24K +$24K +1,687 New
S
320
SignatureFD
Georgia
$23K +$9.52K +652 +71%
FMT
321
First Mercantile Trust
Tennessee
$22K -$1.25K -89 -5%
MA
322
MUFG Americas
New York
$22K +$22K +1,524 New
NIM
323
NuWave Investment Management
New Jersey
$20K +$20K +1,202 New
PAG
324
Private Advisor Group
New Jersey
$19K +$19K +1,362 New
PI
325
PineBridge Investments
New York
$17K -$211K -14,967 -93%
11 12
13
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