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H&R Block
HRB

Overview Fund Activity

367 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
99
Reduced
155
Closed
63
Calls
$23.2M
Puts
$25.8M
Net Calls
-$2.65M
Net Calls Change
+$2.15M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$131M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$59.7M
3
Franklin Resources
Franklin Resources
California
$37.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$407M
5
Morgan Stanley
Morgan Stanley
New York
$29.9M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$4.46M
2
CC
Carlson Capital
Texas
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$1.08M
4
AQR Capital Management
AQR Capital Management
Connecticut
$21.8M
5
KBC Group
KBC Group
Belgium
$322K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
351
Professional Financial Advisors
Nebraska
$2K – – –
PFBT
352
Parkside Financial Bank & Trust
Missouri
$1K -$904 -94 -47%
GRP
353
Global Retirement Partners
California
$1K -$529 -36 -35%
LC
354
Lindbrook Capital
California
$1K – – –
RPWA
355
Regent Peak Wealth Advisors
Georgia
$1K +$1K +37 New
ST
356
Smithfield Trust
Pennsylvania
$1K +$1K +60 New
Rockefeller Capital Management
357
Rockefeller Capital Management
New York
$1K +$714 +85 +250%
AFS
358
Annapolis Financial Services
Maryland
$1K +$1K +86 New
ECM
359
Estabrook Capital Management
New York
$634 – – –
ED
360
Exane Derivatives
France
$460 – – –
CC
361
Carlson Capital
Texas
– -$28.8M -1,768,369 Closed
Bank of Nova Scotia
362
Bank of Nova Scotia
Ontario, Canada
– -$20.6M -1,266,932 Closed
GT
363
Glenmede Trust
Pennsylvania
– -$18.3M -1,120,881 Closed
SCP
364
Seizert Capital Partners
Michigan
– -$9.48M -582,063 Closed
Baird Financial Group
365
Baird Financial Group
Wisconsin
– -$9.2M -564,799 Closed
TI
366
Trexquant Investment
Connecticut
– -$7.39M -453,690 Closed
AIM
367
Aigen Investment Management
New York
– -$4.1M -251,409 Closed
Holocene Advisors
368
Holocene Advisors
New York
– -$3.69M -226,715 Closed
EF
369
Empowered Funds
Pennsylvania
– -$3.01M -185,023 Closed
Public Sector Pension Investment Board (PSP Investments)
370
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$2.55M -156,241 Closed
SSA
371
Schonfeld Strategic Advisors
New York
– -$2.38M -146,127 Closed
BDS
372
Banco de Sabadell
Florida
– -$2.13M -132,218 Closed
BCI
373
Brinker Capital Investments
Pennsylvania
– -$2.15M -132,124 Closed
WAM
374
Wakefield Asset Management
Colorado
– -$2.13M -130,496 Closed
EP
375
Edgestream Partners
New Jersey
– -$1.7M -104,544 Closed
13 14
15
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