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H&R Block
HRB

Overview Fund Activity

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-60
Holders Change %
-13.54%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
127
Reduced
148
Closed
101
Calls
$8.34M
Puts
$9.66M
Net Calls
-$1.32M
Net Calls Change
-$852K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$79M
2
PP
Prudential plc
United Kingdom
+$51.6M
3
Invesco
Invesco
Georgia
+$42.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$28.4M
5
PCM
Polaris Capital Management
Massachusetts
+$25.7M

Top Sellers

1
A
AustralianSuper
Australia
-$95.9M
2
HCM
Hamlin Capital Management
New York
-$55.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$34.4M
4
Bessemer Group
Bessemer Group
New Jersey
-$29.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
376
Estabrook Capital Management
New York
$563 – – –
FGAM
377
Financial Gravity Asset Management
Texas
$104 -$30 -2 -22%
A
378
AustralianSuper
Australia
– -$95.9M -4,085,417 Closed
HCM
379
Hamlin Capital Management
New York
– -$55.4M -2,360,363 Closed
Lord, Abbett & Co
380
Lord, Abbett & Co
New Jersey
– -$34.4M -1,464,400 Closed
RPI
381
Railway Pension Investments
United Kingdom
– -$11.3M -481,604 Closed
Arrowstreet Capital
382
Arrowstreet Capital
Massachusetts
– -$7.78M -331,443 Closed
Korea Investment Corp
383
Korea Investment Corp
South Korea
– -$6.38M -271,900 Closed
Alyeska Investment Group
384
Alyeska Investment Group
Illinois
– -$5.72M -243,777 Closed
HF
385
HRT Financial
New York
– -$5.71M -243,147 Closed
Holocene Advisors
386
Holocene Advisors
New York
– -$5.63M -239,904 Closed
S
387
Seeyond
France
– -$5.54M -236,096 Closed
RIM
388
Redwood Investment Management
Arizona
– -$4.71M -200,477 Closed
SFI
389
Susquehanna Fundamental Investments
Pennsylvania
– -$3.92M -167,100 Closed
OAC
390
OMERS Administration Corp
Ontario, Canada
– -$3.74M -159,400 Closed
Assenagon Asset Management
391
Assenagon Asset Management
Luxembourg
– -$3.42M -145,715 Closed
ARTA
392
A.R.T. Advisors
New York
– -$3.25M -138,261 Closed
SWMG
393
Signature Wealth Management Group
Georgia
– -$2.9M -123,424 Closed
ACA
394
Aptus Capital Advisors
Alabama
– -$2.34M -99,643 Closed
SAMC
395
Spectrum Asset Management (California)
California
– -$2.33M -99,195 Closed
Qube Research & Technologies (QRT)
396
Qube Research & Technologies (QRT)
United Kingdom
– -$2.26M -96,118 Closed
ETM
397
Euclidean Technologies Management
Washington
– -$2.12M -90,326 Closed
JG
398
Jefferies Group
New York
– -$2.08M -88,558 Closed
SCM
399
Stevens Capital Management
Pennsylvania
– -$1.96M -83,453 Closed
LP
400
LMR Partners
United Kingdom
– -$1.87K -79,477 Closed
14 15
16
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