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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 %
EARNEST Partners
351
EARNEST Partners
Georgia
$3K – – –
IAIM
352
International Assets Investment Management
Florida
$3K – – –
Rockefeller Capital Management
353
Rockefeller Capital Management
New York
$3K +$1.15K +74 +62%
WAP
354
Wealthcare Advisory Partners
Pennsylvania
$3K +$3K +120 New
PFBT
355
Parkside Financial Bank & Trust
Missouri
$2K – – –
PFA
356
Professional Financial Advisors
Nebraska
$2K – – –
AFS
357
Annapolis Financial Services
Maryland
$2K – – –
Nisa Investment Advisors
358
Nisa Investment Advisors
Missouri
$1.64K -$131 -6,000 -7%
DA
359
Denali Advisors
California
$1K -$734K -23,500 -100%
IRC
360
Investors Research Corp
Georgia
$1K – – –
TFO
361
Tarbox Family Office
California
$1K – – –
EW
362
Evoke Wealth
California
$1K – – –
GRP
363
Global Retirement Partners
California
$1K – – –
LC
364
Lindbrook Capital
California
$1K – – –
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +32 New
WCM
366
Wealthcare Capital Management
Virginia
$1K +$1K +47 New
MWP
367
Meridian Wealth Partners
Pennsylvania
$1K +$1K +57 New
ECM
368
Estabrook Capital Management
New York
$872 – – –
AIM
369
Anchor Investment Management
South Carolina
$44 +$44 +2 New
DA
370
Duality Advisers
Florida
– -$5.28M -332,634 Closed
Jacobs Levy Equity Management
371
Jacobs Levy Equity Management
New Jersey
– -$4.46M -280,878 Closed
N
372
Natixis
France
– -$3.97M -250,020 Closed
Jennison Associates
373
Jennison Associates
New York
– -$3.16M -198,946 Closed
HF
374
HRT Financial
New York
– -$2.94M -185,187 Closed
CA
375
Continental Advisors
Utah
– -$2.67M -168,418 Closed
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15
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