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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 %
Assenagon Asset Management
376
Assenagon Asset Management
Luxembourg
– -$2.51M -158,224 Closed
MAM
377
Martingale Asset Management
Massachusetts
– -$1.94M -122,195 Closed
MSA
378
Mason Street Advisors
Wisconsin
– -$1.55M -97,958 Closed
SM
379
Sciencast Management
New Jersey
– -$1.4M -85,982 Closed
MWNA
380
Marshall Wace North America
New York
– -$1.28M -80,738 Closed
LP
381
LMR Partners
United Kingdom
– -$1.28M -80,534 Closed
Tudor Investment Corp
382
Tudor Investment Corp
Connecticut
– -$1.23M -77,222 Closed
NA
383
NewEdge Advisors
Louisiana
– -$1.19M -74,810 Closed
HighTower Advisors
384
HighTower Advisors
Illinois
– -$1.18M -74,470 Closed
Renaissance Technologies
385
Renaissance Technologies
New York
– -$1.08M -67,800 Closed
MWA
386
Marshall Wace Asia
Hong Kong
– -$971K -61,251 Closed
Simplex Trading
387
Simplex Trading
Illinois
– -$778K -49,065 Closed
AC
388
Athanor Capital
New York
– -$740K -46,667 Closed
FRM
389
Fox Run Management
Connecticut
– -$586K -36,927 Closed
DTL
390
Dynamic Technology Lab
Singapore
– -$535K -33,759 Closed
PHK
391
Point72 Hong Kong
Hong Kong
– -$483K -30,450 Closed
IMRF
392
Illinois Municipal Retirement Fund
Illinois
– -$468K -29,523 Closed
MML Investors Services
393
MML Investors Services
Massachusetts
– -$467K -29,435 Closed
CPO
394
Cerity Partners OCIO
New York
– -$464K -29,275 Closed
Janney Montgomery Scott
395
Janney Montgomery Scott
Pennsylvania
– -$397K -25,037 Closed
PAMP
396
Polar Asset Management Partners
Ontario, Canada
– -$369K -23,281 Closed
MC
397
Maverick Capital
Texas
– -$363K -22,901 Closed
AA
398
AQR Arbitrage
Connecticut
– -$266K -16,975 Closed
SS
399
Simplicity Solutions
Minnesota
– -$260K -16,402 Closed
II
400
Inspire Investing
Idaho
– -$227K -14,312 Closed
13 14 15
16
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