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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 %
GTCM
401
Gyon Technologies Capital Management
New Jersey
– -$210K -13,224 Closed
UH
402
Unigestion Holding
Switzerland
– -$186K -11,711 Closed
Verition Fund Management
403
Verition Fund Management
Connecticut
– -$179K -11,315 Closed
LIA
404
LS Investment Advisors
Michigan
– -$168K -10,573 Closed
Capstone Investment Advisors
405
Capstone Investment Advisors
New York
– -$164K -10,321 Closed
NICM
406
Neo Ivy Capital Management
New York
– -$133K -8,401 Closed
LWCFA
407
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$128K -8,044 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
408
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$106K -6,673 Closed
IA
409
Inspire Advisors
Idaho
– -$86K -5,435 Closed
WIM
410
Wilen Investment Management
Florida
– -$70K -4,500 Closed
KBC Group
411
KBC Group
Belgium
– -$322K -3,698 Closed
Canada Pension Plan Investment Board
412
Canada Pension Plan Investment Board
Ontario, Canada
– -$40K -2,543 Closed
PWPS
413
Pinnacle Wealth Planning Services
Ohio
– -$14K -886 Closed
HGWM
414
Harvest Group Wealth Management
Massachusetts
– -$12K -757 Closed
VCG
415
Vantage Consulting Group
Virginia
– -$9K -558 Closed
SIAG
416
Safeguard Investment Advisory Group
California
– -$5K -370 Closed
OIM
417
Oder Investment Management
California
– -$5K -305 Closed
FTDI
418
First Trust Direct Indexing
Massachusetts
– -$4K -266 Closed
ST
419
Smithfield Trust
Pennsylvania
– -$1K -60 Closed
RPWA
420
Regent Peak Wealth Advisors
Georgia
– -$1K -37 Closed
ED
421
Exane Derivatives
France
– -$460 -29 Closed
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