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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 %
Aviva
401
Aviva
United Kingdom
– -$1.67M -71,255 Closed
CC
402
Cipher Capital
New York
– -$1.62M -68,901 Closed
OTPPB
403
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.5M -63,924 Closed
SEC
404
Seven Eight Capital
New York
– -$1.43M -60,892 Closed
Coatue Management
405
Coatue Management
New York
– -$1.42M -60,430 Closed
MWA
406
Marshall Wace Asia
Hong Kong
– -$1.35M -57,313 Closed
QT
407
Quantbot Technologies
New York
– -$1.33M -56,748 Closed
SSA
408
Schonfeld Strategic Advisors
New York
– -$1.3M -55,234 Closed
FAN
409
Financial Advisors Network
California
– -$1.16M -49,530 Closed
LCM
410
Laurion Capital Management
New York
– -$1.08M -46,044 Closed
Verition Fund Management
411
Verition Fund Management
Connecticut
– -$1.01M -42,858 Closed
Marshall Wace
412
Marshall Wace
United Kingdom
– -$1M -42,731 Closed
EF
413
Empirical Finance
Pennsylvania
– -$988K -42,072 Closed
THWM
414
Taylor Hoffman Wealth Management
Virginia
– -$886K -37,731 Closed
TCM
415
Teza Capital Management
Illinois
– -$881K -37,540 Closed
PRC
416
Pearl River Capital
Michigan
– -$881K -37,530 Closed
QT
417
Quantamental Technologies
New York
– -$881K -37,530 Closed
Pzena Investment Management
418
Pzena Investment Management
New York
– -$843K -35,906 Closed
MC
419
Machina Capital
France
– -$798K -34,000 Closed
GH
420
GAM Holding
Switzerland
– -$724K -30,814 Closed
3C
421
361 Capital
Colorado
– -$710K -30,246 Closed
FC
422
FORA Capital
Florida
– -$668K -28,450 Closed
AGM
423
Alpine Global Management
New York
– -$619K -26,367 Closed
BCM
424
Bayesian Capital Management
New York
– -$615K -26,200 Closed
PAM
425
Premier Asset Management
Illinois
– -$593K -25,275 Closed
15 16
17
18 19