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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 %
Thrivent Financial for Lutherans
326
Thrivent Financial for Lutherans
Minnesota
$219K – – –
CCM
327
Cadence Capital Management
Massachusetts
$215K +$543 +23 +0.3%
Nordea Investment Management
328
Nordea Investment Management
Sweden
$214K – – –
BFO
329
Boston Family Office
Massachusetts
$213K – – –
PI
330
PEAK6 Investments
Illinois
$208K -$555K -23,428 -73%
MYLI
331
Meiji Yasuda Life Insurance
Japan
$206K +$206K +8,730 New
HH
332
Hilltop Holdings
Texas
$200K +$200K +8,485 New
ALAM
333
Asahi Life Asset Management
Japan
$195K +$195K +8,250 New
EMG
334
ETF Managers Group
New Jersey
$187K +$6.99K +299 +4%
Daiwa Securities Group
335
Daiwa Securities Group
Japan
$185K – – –
NMIMC
336
Northwestern Mutual Investment Management Company
Wisconsin
$181K -$1.59K -67 -0.9%
BFEC
337
Benjamin F. Edwards & Company
Missouri
$181K – – –
OIA
338
Optimum Investment Advisors
Illinois
$170K -$26K -1,100 -13%
TRCT
339
Tower Research Capital (TRC)
New York
$169K +$6.04K +256 +4%
Parallax Volatility Advisers
340
Parallax Volatility Advisers
California
$167K -$120K -5,047 -42%
GAM
341
GQ Asset Management
New York
$151K +$151K +6,379 New
Capstone Investment Advisors
342
Capstone Investment Advisors
New York
$145K +$44.4K +1,882 +44%
FHA
343
Flagship Harbor Advisors
Massachusetts
$143K – – –
SIC
344
Salem Investment Counselors
North Carolina
$140K – – –
AIM
345
Anchor Investment Management
South Carolina
$135K – – –
NIM
346
NuWave Investment Management
New Jersey
$131K +$130K +5,485 +10,755%
Loomis, Sayles & Company
347
Loomis, Sayles & Company
Massachusetts
$114K -$3.81M -161,955 -97%
HPC
348
HM Payson & Co
Maine
$113K – – –
RIM
349
Rampart Investment Management
Connecticut
$108K -$4.72M -200,010 -98%
DCM
350
Dupont Capital Management
Delaware
$95K -$86.9K -3,680 -48%
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