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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 %
EGM
376
Engineers Gate Manager
New York
– -$1.67M -102,709 Closed
QT
377
Quantbot Technologies
New York
– -$1.47M -90,026 Closed
Capital Fund Management (CFM)
378
Capital Fund Management (CFM)
France
– -$1.4M -85,775 Closed
DF
379
Donoghue Forlines
Massachusetts
– -$1.27M -78,004 Closed
TCM
380
Teza Capital Management
Illinois
– -$971K -59,618 Closed
LCM
381
Laurion Capital Management
New York
– -$924K -56,700 Closed
GCP
382
GSA Capital Partners
United Kingdom
– -$831K -50,993 Closed
SB
383
Simmons Bank
Arkansas
– -$808K -49,567 Closed
QIM
384
Quantitative Investment Management
Virginia
– -$660K -40,531 Closed
PCS
385
Personal CFO Solutions
New Jersey
– -$1K -38,783 Closed
PCM
386
Pinz Capital Management
New York
– -$501K -30,749 Closed
CIBC Private Wealth Group
387
CIBC Private Wealth Group
Georgia
– -$384K -23,572 Closed
B
388
Barings
North Carolina
– -$374K -22,959 Closed
FL
389
Fort LP
Maryland
– -$363K -22,270 Closed
OTPPB
390
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$302K -18,565 Closed
PAS
391
Park Avenue Securities
New York
– -$291K -17,841 Closed
VIA
392
Vident Investment Advisory
Georgia
– -$249K -15,292 Closed
HS
393
Haafor (Singapore)
Singapore
– -$246K -15,095 Closed
BCM
394
Brookstone Capital Management
Illinois
– -$243K -14,903 Closed
AIL
395
AGF Investments LLC
Ontario, Canada
– -$231K -14,157 Closed
AII
396
AGF Investments Inc
Ontario, Canada
– -$228K -13,974 Closed
JPMPWA
397
J.P. Morgan Private Wealth Advisors
California
– -$217K -13,338 Closed
PCM
398
Prelude Capital Management
New York
– -$214K -13,167 Closed
CIBC World Market
399
CIBC World Market
Ontario, Canada
– -$211K -12,954 Closed
PTC
400
Petrus Trust Company
Texas
– -$209K -12,841 Closed
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