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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
$134M
2
Ameriprise
Ameriprise
Minnesota
$61M
3
A
AustralianSuper
Australia
$50.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$114M
5
First Eagle Investment Management
First Eagle Investment Management
New York
$184M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.72M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40.8M
4
Squarepoint
Squarepoint
New York
$0
5
Morgan Stanley
Morgan Stanley
New York
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$40.8M -$34.7M -1,450,592 -46%
MAM
27
Martingale Asset Management
Massachusetts
$37.1M +$4.04M +168,614 +12%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$36.6M -$546K -22,800 -1%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$35.7M -$12.6M -527,714 -26%
PAM
30
Panagora Asset Management
Massachusetts
$34.4M -$1.18M -49,223 -3%
Legal & General Group
31
Legal & General Group
United Kingdom
$33.5M +$5.74M +239,607 +21%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$33M +$1.5M +62,737 +5%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$32.9M +$2.79M +116,542 +9%
Charles Schwab
34
Charles Schwab
California
$32M +$2.69M +112,450 +9%
Skandinaviska Enskilda Banken (SEB)
35
Skandinaviska Enskilda Banken (SEB)
Sweden
$31.8M +$27.6M +1,154,700 +662%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$31.7M +$22.9M +956,090 +260%
DZ Bank
37
DZ Bank
Germany
$31.7M -$642K -26,828 -2%
UH
38
Unigestion Holding
Switzerland
$29M +$1.08M +45,268 +4%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$28.8M +$3.49M +145,899 +14%
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$27.5M +$5.06M +211,459 +23%
Bank of America
41
Bank of America
North Carolina
$26.8M +$10.2M +426,469 +61%
T
42
TOBAM
France
$25.9M -$6.01M -251,131 -19%
Deutsche Bank
43
Deutsche Bank
Germany
$25.4M +$1.09M +45,585 +4%
Teacher Retirement System of Texas
44
Teacher Retirement System of Texas
Texas
$23.2M +$7.83M +327,026 +51%
Citadel Advisors
45
Citadel Advisors
Florida
$22.7M +$16.5M +688,292 +263%
GI
46
GAMCO Investors
Connecticut
$22.1M -$3.06M -127,625 -12%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$21.5M +$1.04M +43,357 +5%
TCIM
48
TIAA CREF Investment Management
New York
$19.6M -$4.59M -191,571 -19%
Bessemer Group
49
Bessemer Group
New Jersey
$17.4M +$4.63M +193,318 +36%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$17.1M +$4.49M +187,244 +36%
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