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H&R Block
HRB

Overview Fund Activity

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-60
Holders Change %
-13.54%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
127
Reduced
148
Closed
101
Calls
$8.34M
Puts
$9.66M
Net Calls
-$1.32M
Net Calls Change
-$852K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$79M
2
PP
Prudential plc
United Kingdom
+$51.6M
3
Invesco
Invesco
Georgia
+$42.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$28.4M
5
PCM
Polaris Capital Management
Massachusetts
+$25.7M

Top Sellers

1
A
AustralianSuper
Australia
-$95.9M
2
HCM
Hamlin Capital Management
New York
-$55.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$34.4M
4
Bessemer Group
Bessemer Group
New Jersey
-$29.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
426
BP
United Kingdom
– -$517K -22,000 Closed
AI
427
ArchPoint Investors
Florida
– -$518K -21,825 Closed
Nomura Asset Management
428
Nomura Asset Management
Japan
– -$495K -21,083 Closed
HT
429
HAP Trading
New York
– -$458K -19,511 Closed
OA
430
Oak Associates
Ohio
– -$447K -19,040 Closed
CCM
431
Crabel Capital Management
California
– -$443K -18,888 Closed
BBVA
432
Banco Bilbao Vizcaya Argentaria
Spain
– -$424K -18,084 Closed
AIC
433
Archer Investment Corporation
Indiana
– -$376K -16,000 Closed
JIC
434
Johnson Investment Counsel
Ohio
– -$364K -15,313 Closed
Sumitomo Mitsui Trust Group
435
Sumitomo Mitsui Trust Group
Japan
– -$332K -14,157 Closed
SCI
436
S&CO Inc
Massachusetts
– -$317K -13,500 Closed
IG
437
ING Group
Netherlands
– -$314K -13,392 Closed
TSS
438
Two Sigma Securities
New York
– -$280K -11,935 Closed
ECM
439
Element Capital Management
New York
– -$278K -11,825 Closed
MYIA
440
Mount Yale Investment Advisors
Colorado
– -$268K -11,570 Closed
NIM
441
NuWave Investment Management
New Jersey
– -$254K -10,816 Closed
FHB
442
First Hawaiian Bank
Hawaii
– -$246K -10,471 Closed
TAF
443
Tredje AP-fonden
Sweden
– -$243K -10,136 Closed
HS
444
Haafor (Singapore)
Singapore
– -$224K -9,521 Closed
LSERS
445
Louisiana State Employees Retirement System
Louisiana
– -$218K -9,300 Closed
GAM
446
GQ Asset Management
New York
– -$216K -9,201 Closed
BFO
447
Boston Family Office
Massachusetts
– -$211K -9,000 Closed
ECM
448
Everence Capital Management
Indiana
– -$211K -8,970 Closed
Thrivent Financial for Lutherans
449
Thrivent Financial for Lutherans
Minnesota
– -$209K -8,899 Closed
VHAM
450
Van Hulzen Asset Management
California
– -$205K -8,710 Closed
15 16 17
18
19