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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
$86.6M
2
PP
Prudential plc
United Kingdom
$52M
3
Invesco
Invesco
Georgia
$77.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$395M
5
PCM
Polaris Capital Management
Massachusetts
$25.7M

Top Sellers

1
A
AustralianSuper
Australia
$0
2
HCM
Hamlin Capital Management
New York
$0
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Bessemer Group
Bessemer Group
New Jersey
$1.97M
5
Citadel Advisors
Citadel Advisors
Florida
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
451
PEAK6 Investments
Illinois
– -$191K -8,135 Closed
TRCT
452
Tower Research Capital (TRC)
New York
– -$164K -6,994 Closed
IUHSA
453
Itau Unibanco Holding S.A.
Brazil
– -$162K -6,897 Closed
PHK
454
Point72 Hong Kong
Hong Kong
– -$141K -6,001 Closed
DCM
455
Dupont Capital Management
Delaware
– -$127K -5,427 Closed
WAM
456
Wolverine Asset Management
Illinois
– -$99K -4,227 Closed
PCM
457
Pinz Capital Management
New York
– -$99K -4,200 Closed
MME
458
Meag Munich Ergo
Germany
– -$79K -3,366 Closed
RA
459
Rational Advisors
New York
– -$50K -2,117 Closed
AP
460
Americana Partners
Texas
– -$35K -1,500 Closed
PCM
461
Prelude Capital Management
New York
– -$22K -950 Closed
ICM
462
Islay Capital Management
Texas
– -$18K -767 Closed
Loomis, Sayles & Company
463
Loomis, Sayles & Company
Massachusetts
– -$17K -745 Closed
Twin Tree Management
464
Twin Tree Management
Texas
– -$15K -641 Closed
GLI
465
Guardian Life Insurance
New York
– -$14K -576 Closed
GAM
466
Gemmer Asset Management
California
– -$7K -292 Closed
RIA
467
Realta Investment Advisors
Delaware
– -$5K -223 Closed
ST
468
Smithfield Trust
Pennsylvania
– -$2K -70 Closed
FRA
469
Front Row Advisors
California
– -$2K -66 Closed
Fidelity International
470
Fidelity International
Bermuda
– -$1K -36 Closed
WAP
471
Wealthcare Advisory Partners
Pennsylvania
– -$1K -34 Closed
PWP
472
Personal Wealth Partners
Minnesota
– -$1K -26 Closed
SHWM
473
Silicon Hills Wealth Management
Texas
– -$3 -1 Closed
15 16 17 18
19