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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
$74.9M
2
Franklin Resources
Franklin Resources
California
$83.4M
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
$54.7M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$14.8M
3
Lazard Asset Management
Lazard Asset Management
New York
$141M
4
Citadel Advisors
Citadel Advisors
Florida
$5.99M
5
JAM
Jupiter Asset Management
United Kingdom
$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAP
326
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K – – –
AIG
327
American International Group
New York
$8.61K +$1.36K +62,134 +19%
S
328
SignatureFD
Georgia
$8K -$813 -37 -9%
HI
329
Hudock Inc
Pennsylvania
$8K – – –
BCA
330
Berman Capital Advisors
Georgia
$8K – – –
FF
331
FourThought Financial
Florida
$8K – – –
EI
332
Ellevest Inc
New York
$8K +$630 +29 +9%
EP
333
Eudaimonia Partners
Tennessee
$8K +$8K +371 New
SWM
334
Spire Wealth Management
Virginia
$8K +$8K +384 New
NFG
335
Next Financial Group
Texas
$7K -$5.67K -243 -45%
EFSCE
336
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
First Manhattan
337
First Manhattan
New York
$7K – – –
RG
338
Retirement Group
California
$7K – – –
CFN
339
Cordasco Financial Network
Florida
$7K – – –
AWM
340
Accel Wealth Management
Iowa
$7K +$42 +2 +0.6%
MF
341
Manchester Financial
California
$6K – – –
TAIM
342
TD Ameritrade Investment Management
Nebraska
$6K – – –
PCFFS
343
Pacific Center for Financial Services
California
$6K – – –
MLFP
344
MPS Loria Financial Planners
Illinois
$6K – – –
TPCW
345
TD Private Client Wealth
New York
$5.34K -$174 -8 -3%
ACM
346
AUA Capital Management
Pennsylvania
$5K – – –
TWA
347
TCI Wealth Advisors
Arizona
$4K -$1.66K -73 -29%
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
CL
350
COWA LLC
Oklahoma
$4K +$4K +165 New
12 13
14
15 16