HRB icon

H&R Block
HRB

Overview Fund Activity

450 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
9.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
54
Increased
183
Reduced
142
Closed
60
Calls
$27.4M
Puts
$26M
Net Calls
+$1.36M
Net Calls Change
+$45.2M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$64.3M
2
Ameriprise
Ameriprise
Minnesota
+$45M
3
A
AustralianSuper
Australia
+$39.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$34M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$32.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$54.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$37M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$34.7M
4
Squarepoint
Squarepoint
New York
-$32.6M
5
Morgan Stanley
Morgan Stanley
New York
-$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
426
QCI Asset Management
New York
$3K – – –
EARNEST Partners
427
EARNEST Partners
Georgia
$3K – – –
GRP
428
Global Retirement Partners
California
$3K – – –
SIS
429
Sound Income Strategies
Florida
$3K – – –
CIAS
430
Capital Investment Advisory Services
North Carolina
$3K – – –
SBL
431
Sargent Bickham Lagudis
Colorado
$3K +$49 +2 +2%
FMII
432
Farmers & Merchants Investments Inc
Nebraska
$3K +$1.34K +51 +81%
ST
433
Smithfield Trust
Pennsylvania
$2K – – –
Rockefeller Capital Management
434
Rockefeller Capital Management
New York
$2K +$2K +99 New
CG
435
Cutler Group
California
$2K +$2K +123 New
PA
436
Parallel Advisors
California
$1K -$5.88K -241 -85%
VCM
437
Versant Capital Management
Arizona
$1K – – –
ME
438
McIlrath & Eck
Washington
$1K – – –
EFSCE
439
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
GWS
440
Glassman Wealth Services
Virginia
$1K – – –
NR
441
Newfound Research
Massachusetts
$1K +$311 +14 +45%
WT
442
Whittier Trust
California
$1K +$1K +21 New
CI
443
CX Institutional
Indiana
$1K +$1K +28 New
IRC
444
Investors Research Corp
Georgia
$1K +$1K +29 New
ECM
445
Estabrook Capital Management
New York
$958 – – –
American Century Companies
446
American Century Companies
Missouri
– -$54.1M -2,132,725 Closed
Squarepoint
447
Squarepoint
New York
– -$32.6M -1,284,875 Closed
SBCM
448
Schwerin Boyle Capital Management
Massachusetts
– -$20.9M -824,250 Closed
SI
449
Scout Investments
Missouri
– -$16.8M -663,071 Closed
Canada Life
450
Canada Life
Manitoba, Canada
– -$14.1M -560,435 Closed
16 17
18
19 20