HRB icon

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 %
AF
376
Advisornet Financial
Minnesota
$20K +$20K +828 New
TAIM
377
TD Ameritrade Investment Management
Nebraska
$18K -$41K -1,760 -70%
TFGT
378
TS Financial Group (TSFG)
Illinois
$18K -$6K -250 -25%
HGWM
379
Harvest Group Wealth Management
Massachusetts
$17K – – –
CFB
380
Cullen/Frost Bankers
Texas
$17K +$17K +699 New
NL
381
NVWM LLC
Pennsylvania
$16K – – –
AW
382
Alpha Windward
Massachusetts
$15K – – –
GLI
383
Guardian Life Insurance
New York
$14K – – –
JFA
384
JNBA Financial Advisors
Minnesota
$14K – – –
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$12K -$47.7K -2,026 -80%
FHA
386
First Horizon Advisors
Tennessee
$11K -$543 -24 -5%
FFW
387
Fusion Family Wealth
New York
$11K – – –
LWA
388
Lowe Wealth Advisors
Maryland
$10K – – –
NFG
389
Next Financial Group
Texas
$10K – – –
RWA
390
Ropes Wealth Advisors
Massachusetts
$10K – – –
VEA
391
Virtus ETF Advisers
New York
$9K – – –
SIAP
392
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K – – –
HI
393
Hudock Inc
Pennsylvania
$7K – – –
GAM
394
Gemmer Asset Management
California
$7K – – –
PCFFS
395
Pacific Center for Financial Services
California
$7K – – –
FCH
396
Freestone Capital Holdings
Washington
$6.09K -$1.33K -56,209 -18%
TFO
397
Tarbox Family Office
California
$6K – – –
RCAG
398
Rehmann Capital Advisory Group
Michigan
$5.31K +$47 +2 +0.9%
PFBT
399
Parkside Financial Bank & Trust
Missouri
$5K -$225 -9 -4%
CIAS
400
Capital Investment Advisory Services
North Carolina
$5K – – –
14 15
16
17 18