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H&R Block
HRB

Overview Fund Activity

432 hedge funds and large institutions have $4.9B invested in H&R Block in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 173 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
-21
Holders Change %
-4.64%
% of All Funds
9.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
45
Increased
138
Reduced
173
Closed
65
Calls
$16.2M
Puts
$12.1M
Net Calls
+$4.09M
Net Calls Change
+$681K

Top Buyers

1
UH
Unigestion Holding
Switzerland
$80.4M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$104M
3
JAM
Jupiter Asset Management
United Kingdom
$162M
4
State Street
State Street
Massachusetts
$311M
5
AQR Capital Management
AQR Capital Management
Connecticut
$102M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$0
2
APG Asset Management
APG Asset Management
Netherlands
$55.6M
3
Deutsche Bank
Deutsche Bank
Germany
$19.1M
4
DZ Bank
DZ Bank
Germany
$4.94M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
426
Estabrook Capital Management
New York
$945 – – –
Renaissance Technologies
427
Renaissance Technologies
New York
– -$49.1M -1,676,000 Closed
ECM
428
Element Capital Management
New York
– -$19.6M -669,063 Closed
Two Sigma Investments
429
Two Sigma Investments
New York
– -$16.7M -569,089 Closed
Millennium Management
430
Millennium Management
New York
– -$10.4M -353,417 Closed
MSE
431
MUFG Securities EMEA
United Kingdom
– -$9.53M -325,323 Closed
CBOA
432
Commonwealth Bank of Australia
Australia
– -$4.41M -150,600 Closed
Jacobs Levy Equity Management
433
Jacobs Levy Equity Management
New Jersey
– -$3.05M -103,916 Closed
EF
434
Empowered Funds
Pennsylvania
– -$2.35M -80,097 Closed
KWILP
435
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$1.51M -51,550 Closed
Point72 Asset Management
436
Point72 Asset Management
Connecticut
– -$1.45M -49,544 Closed
FQ
437
First Quadrant
California
– -$1.33M -45,248 Closed
VIA
438
Vident Investment Advisory
Georgia
– -$1.25M -42,829 Closed
MSV
439
MN Services Vermogensbeheer
Netherlands
– -$1.19M -40,625 Closed
FAM
440
Formidable Asset Management
Ohio
– -$1.12M -40,378 Closed
NIPH
441
NN Investment Partners Holdings
Netherlands
– -$1.09M -37,312 Closed
Mackenzie Financial
442
Mackenzie Financial
Ontario, Canada
– -$1.07M -36,664 Closed
HAM
443
Highstreet Asset Management
Ontario, Canada
– -$1.07M -36,418 Closed
IG
444
ING Group
Netherlands
– -$891K -30,405 Closed
OAM
445
Oxford Asset Management
United Kingdom
– -$850K -29,015 Closed
TSS
446
Two Sigma Securities
New York
– -$678K -23,136 Closed
GIA
447
Gargoyle Investment Advisor
New Jersey
– -$676K -23,065 Closed
Wealthfront Advisers
448
Wealthfront Advisers
California
– -$663K -22,624 Closed
HI
449
Horizon Investments
North Carolina
– -$577K -19,696 Closed
Simplex Trading
450
Simplex Trading
Illinois
– -$542K -18,499 Closed
16 17
18
19 20