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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 %
CS
451
Candriam SCA
Luxembourg
– -$469K -16,081 Closed
HW
452
Hancock Whitney
Mississippi
– -$458K -15,643 Closed
NICM
453
Neo Ivy Capital Management
New York
– -$353K -12,033 Closed
GC
454
Globeflex Capital
California
– -$345K -11,766 Closed
SIM
455
Sentry Investment Management
Wisconsin
– -$342K -11,660 Closed
ECM
456
ExodusPoint Capital Management
New York
– -$333K -11,371 Closed
FIM
457
Freedom Investment Management
Connecticut
– -$300K -10,227 Closed
Twin Tree Management
458
Twin Tree Management
Texas
– -$268K -9,162 Closed
AssetMark Inc
459
AssetMark Inc
California
– -$255K -8,694 Closed
JPMPWA
460
J.P. Morgan Private Wealth Advisors
California
– -$249K -8,487 Closed
GIA
461
Gateway Investment Advisers
Ohio
– -$244K -8,321 Closed
CT
462
Chicago Trust
Illinois
– -$240 -8,200 Closed
BI
463
Bredin Investment
Delaware
– -$227K -8,000 Closed
SWRP
464
Summit Wealth & Retirement Planning
California
– -$234K -8,000 Closed
American Century Companies
465
American Century Companies
Missouri
– -$227K -7,748 Closed
HP
466
Hikari Power
Japan
– -$222K -7,590 Closed
GAM
467
Gotham Asset Management
New York
– -$214K -7,318 Closed
CA
468
Commerzbank Aktiengesellschaft
Germany
– -$214K -7,287 Closed
ERIM
469
Eagle Ridge Investment Management
Connecticut
– -$205K -7,000 Closed
KeyBank National Association
470
KeyBank National Association
Ohio
– -$204K -6,974 Closed
DA
471
Denali Advisors
California
– -$193K -6,600 Closed
AMI
472
Amica Mutual Insurance
Rhode Island
– -$177K -6,055 Closed
PG
473
Pendal Group
Australia
– -$149K -5,097 Closed
TNBTD
474
Trustmark National Bank Trust Department
Mississippi
– -$93K -3,150 Closed
OIA
475
OneDigital Investment Advisors
Kansas
– -$75K -2,576 Closed
16 17 18
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