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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 %
ED
376
Exane Derivatives
France
$414 -$1.49K -104 -78%
First Eagle Investment Management
377
First Eagle Investment Management
New York
– -$77M -5,468,132 Closed
BNP Paribas Asset Management
378
BNP Paribas Asset Management
France
– -$9.44M -670,675 Closed
Susquehanna International Group
379
Susquehanna International Group
Pennsylvania
– -$2.88M -204,467 Closed
APG Asset Management
380
APG Asset Management
Netherlands
– -$2.45M -174,141 Closed
CEI
381
Clark Estates Inc
New York
– -$1.89M -134,000 Closed
Bank of Nova Scotia
382
Bank of Nova Scotia
Ontario, Canada
– -$1.82M -129,537 Closed
PIA
383
Piedmont Investment Advisors
North Carolina
– -$1.68M -119,023 Closed
EF
384
Empowered Funds
Pennsylvania
– -$2.49M -106,020 Closed
Capital Fund Management (CFM)
385
Capital Fund Management (CFM)
France
– -$1.4M -99,154 Closed
BS
386
Bessemer Securities
New York
– -$1.28M -90,872 Closed
BDS
387
Banco de Sabadell
Florida
– -$1.23M -87,453 Closed
CC
388
Cognios Capital
Kansas
– -$1.2M -85,378 Closed
DZ Bank
389
DZ Bank
Germany
– -$1.05M -74,616 Closed
UIM
390
USS Investment Management
United Kingdom
– -$889K -63,200 Closed
GTCM
391
Gyon Technologies Capital Management
New Jersey
– -$805K -57,201 Closed
GCP
392
GSA Capital Partners
United Kingdom
– -$664K -47,192 Closed
RJA
393
Raymond James & Associates
Florida
– -$648K -46,050 Closed
SIM
394
Spark Investment Management
New York
– -$638K -45,381 Closed
PP
395
Paloma Partners
Connecticut
– -$566K -40,244 Closed
Jennison Associates
396
Jennison Associates
New York
– -$518K -36,772 Closed
NA
397
Navellier & Associates
Nevada
– -$451K -32,054 Closed
AA
398
ALPS Advisors
Colorado
– -$417K -29,596 Closed
WG
399
Winton Group
United Kingdom
– -$408K -28,974 Closed
MERSOM
400
Municipal Employees' Retirement System of Michigan
Michigan
– -$370K -26,260 Closed
14 15
16
17 18