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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 %
PCFFS
351
Pacific Center for Financial Services
California
$4K – – –
PFBT
352
Parkside Financial Bank & Trust
Missouri
$4K +$156 +12 +4%
MLFP
353
MPS Loria Financial Planners
Illinois
$4K +$4K +302 New
FCH
354
Freestone Capital Holdings
Washington
$3.75K +$775 +54,285 +26%
QCG
355
Quadrant Capital Group
Ohio
$3K -$19.5K -1,491 -87%
TFO
356
Tarbox Family Office
California
$3K -$2.01K -154 -40%
VFA
357
Valeo Financial Advisors
Indiana
$3K +$230 +18 +8%
BCA
358
Berman Capital Advisors
Georgia
$3K +$3K +217 New
MIM
359
Macroview Investment Management
Maryland
$3K +$3K +225 New
GEA
360
Glen Eagle Advisors
New Jersey
$2.86K – – –
EARNEST Partners
361
EARNEST Partners
Georgia
$2K – – –
SPIA
362
Steward Partners Investment Advisory
New York
$2K – – –
SIS
363
Sound Income Strategies
Florida
$2K – – –
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$2K +$44 +3 +2%
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +143 New
RA
366
Rational Advisors
New York
$2K +$2K +150 New
EW
367
Evoke Wealth
California
$1K -$2.52K -214 -72%
LC
368
Lindbrook Capital
California
$1K -$3.74K -146 -79%
ME
369
McIlrath & Eck
Washington
$1K – – –
TFA
370
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
GRP
371
Global Retirement Partners
California
$1K +$10 +1 +1%
RA
372
Royce & Associates
New York
$1K +$1K +65 New
THWM
373
Taylor Hoffman Wealth Management
Virginia
$1K +$1K +68 New
EWA
374
Evolution Wealth Advisors
Florida
$1K +$1K +95 New
ECM
375
Estabrook Capital Management
New York
$571 – – –
13 14
15
16 17