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H&R Block
HRB

Overview Fund Activity

375 hedge funds and large institutions have $2.76B invested in H&R Block in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-7
Holders Change %
-1.83%
% of All Funds
7.59%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
67
Increased
119
Reduced
141
Closed
72
Calls
$19.6M
Puts
$24.4M
Net Calls
-$4.8M
Net Calls Change
+$1.16M

Top Buyers

1
BlackRock
BlackRock
New York
+$34.8M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$32.8M
3
Renaissance Technologies
Renaissance Technologies
New York
+$29.9M
4
Two Sigma Investments
Two Sigma Investments
New York
+$27.1M
5
Lazard Asset Management
Lazard Asset Management
New York
+$25.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$80.5M
2
PP
Prudential plc
United Kingdom
-$70.2M
3
State Street
State Street
Massachusetts
-$63.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$63.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
401
CIBC World Markets
New York
– -$270K -18,897 Closed
OAM
402
Optimal Asset Management
California
– -$249K -17,422 Closed
CIBC Asset Management
403
CIBC Asset Management
Ontario, Canada
– -$245K -17,173 Closed
FM
404
Foster & Motley
Ohio
– -$244K -17,093 Closed
NB
405
Norinchukin Bank
Japan
– -$228K -15,939 Closed
MA
406
MANA Advisors
New York
– -$202K -14,152 Closed
Mitsubishi UFJ Asset Management
407
Mitsubishi UFJ Asset Management
Japan
– -$189K -13,221 Closed
ACM
408
AlphaCrest Capital Management
New York
– -$189K -13,218 Closed
CAN
409
Cetera Advisor Networks
California
– -$175K -12,284 Closed
ZIM
410
Zacks Investment Management
Illinois
– -$175K -12,266 Closed
PAMP
411
Polar Asset Management Partners
Ontario, Canada
– -$172K -12,074 Closed
6M
412
6 Meridian
Kansas
– -$155K -10,886 Closed
KRS
413
Kentucky Retirement Systems
Kentucky
– -$153K -10,715 Closed
SIM
414
Sentry Investment Management
Wisconsin
– -$118K -8,263 Closed
AIM
415
Anchor Investment Management
South Carolina
– -$81.4K -5,700 Closed
MIFH
416
Migdal Insurance & Financial Holdings
Israel
– -$69K -4,856 Closed
RIM
417
Rampart Investment Management
Connecticut
– -$61K -4,276 Closed
VI
418
Vestcor Inc
New Brunswick, Canada
– -$59K -4,151 Closed
Twin Tree Management
419
Twin Tree Management
Texas
– -$50K -3,476 Closed
PAG
420
Private Advisor Group
New Jersey
– -$19K -1,362 Closed
PI
421
PineBridge Investments
New York
– -$17K -1,208 Closed
NIM
422
NuWave Investment Management
New Jersey
– -$20K -1,202 Closed
SF
423
Synovus Financial
Georgia
– -$14K -1,000 Closed
KPW
424
Kore Private Wealth
New York
– -$13K -979 Closed
FFW
425
Fusion Family Wealth
New York
– -$6K -450 Closed
14 15 16
17
18