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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $3.73B invested in H&R Block in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 50 closing their positions.

Holders
391
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
6.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
57
Increased
108
Reduced
140
Closed
50
Calls
$28.3M
Puts
$35.1M
Net Calls
-$6.85M
Net Calls Change
+$2.15M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.6M
2
American Century Companies
2
American Century Companies
Missouri
$38.5M
3
Northern Trust
3
Northern Trust
Illinois
$76.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$44M
5
AssetMark Inc
5
AssetMark Inc
California
$12.6M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.14M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$626M
3
Franklin Resources
3
Franklin Resources
California
$34.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.2M
5
Man Group
5
Man Group
United Kingdom
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
ERSOT
401
Employees Retirement System of Texas
Texas
– – -33,995 Closed
DTL
402
Dynamic Technology Lab
Singapore
– – -30,792 Closed
SSA
403
Schonfeld Strategic Advisors
New York
– – -29,900 Closed
HIM
404
Hillsdale Investment Management
Ontario, Canada
– – -25,300 Closed
PP
405
Paloma Partners
Connecticut
– – -22,414 Closed
PP
406
Prudential plc
United Kingdom
– – -21,747 Closed
PI
407
PEAK6 Investments
Illinois
– – -20,750 Closed
OTPPB
408
Ontario Teachers' Pension Plan Board
Ontario, Canada
– – -20,331 Closed
CICI
409
Capital Investment Counsel Inc
North Carolina
– – -19,890 Closed
BCM
410
Bluefin Capital Management
New York
– – -19,000 Closed
II
411
Inspire Investing
Idaho
– – -17,220 Closed
ESCM
412
Echo Street Capital Management
New York
– – -15,943 Closed
DT
413
Diversified Trust
Tennessee
– – -14,444 Closed
IC
414
Inscription Capital
Texas
– – -13,540 Closed
HW
415
Hancock Whitney
Mississippi
– – -12,341 Closed
Neuberger Berman Group
416
Neuberger Berman Group
New York
– – -12,054 Closed
YIH
417
Y-Intercept (HK)
Hong Kong
– – -11,454 Closed
HT
418
HAP Trading
New York
– – -11,179 Closed
Public Sector Pension Investment Board (PSP Investments)
419
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– – -10,933 Closed
Verition Fund Management
420
Verition Fund Management
Connecticut
– – -10,879 Closed
OCAM
421
Onex Canada Asset Management
Ontario, Canada
– – -10,640 Closed
FCH
422
Freestone Capital Holdings
Washington
– – -10,479 Closed
BC
423
Bridgefront Capital
Texas
– – -9,821 Closed
BFO
424
Boston Family Office
Massachusetts
– – -9,000 Closed
Mackenzie Financial
425
Mackenzie Financial
Ontario, Canada
– – -9,000 Closed
14 15 16
17
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