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H&R Block
HRB

Overview Fund Activity

453 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
60
Increased
147
Reduced
171
Closed
48
Calls
$23.6M
Puts
$20.2M
Net Calls
+$3.41M
Net Calls Change
+$2.05M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$49.1M
2
Bessemer Group
Bessemer Group
New Jersey
$65.5M
3
Deutsche Bank
Deutsche Bank
Germany
$67.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$75.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$36.4M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
$1.25B
2
First Eagle Investment Management
First Eagle Investment Management
New York
$166M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$226M
4
Ameriprise
Ameriprise
Minnesota
$27.9M
5
Man Group
Man Group
United Kingdom
$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
26
Los Angeles Capital Management
California
$62.8M +$29.2M +996,764 +87%
HCM
27
Hamlin Capital Management
New York
$59.1M -$428K -14,610 -0.7%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$58.6M +$23.3M +795,172 +66%
Robeco Institutional Asset Management
29
Robeco Institutional Asset Management
Netherlands
$55M -$1.9M -64,978 -3%
Renaissance Technologies
30
Renaissance Technologies
New York
$49.1M +$49.1M +1,676,000 New
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$48.1M +$30.7M +1,046,293 +175%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$47.9M +$7.64M +260,711 +19%
MAM
33
Martingale Asset Management
Massachusetts
$44.3M -$1.11M -37,910 -2%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$44.2M -$689K -23,500 -2%
UH
35
Unigestion Holding
Switzerland
$43.2M +$7.78M +265,493 +22%
Legal & General Group
36
Legal & General Group
United Kingdom
$41.5M +$575K +19,628 +1%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$40.8M +$431K +14,706 +1%
PAM
38
Panagora Asset Management
Massachusetts
$40.7M -$1.46M -49,692 -3%
Man Group
39
Man Group
United Kingdom
$39.3M -$27.9M -951,064 -42%
Charles Schwab
40
Charles Schwab
California
$39M -$235K -8,026 -0.6%
Skandinaviska Enskilda Banken (SEB)
41
Skandinaviska Enskilda Banken (SEB)
Sweden
$38.9M -$29.3K -1,000 -0.1%
DZ Bank
42
DZ Bank
Germany
$38.8M – – –
Fidelity Investments
43
Fidelity Investments
Massachusetts
$36.4M +$31.8M +1,085,673 +698%
T
44
TOBAM
France
$29.9M -$1.75M -59,639 -6%
Bank of America
45
Bank of America
North Carolina
$28.1M -$4.74M -161,687 -14%
Ameriprise
46
Ameriprise
Minnesota
$27.9M -$46.8M -1,596,051 -63%
Teacher Retirement System of Texas
47
Teacher Retirement System of Texas
Texas
$25.5M -$2.88M -98,438 -10%
GI
48
GAMCO Investors
Connecticut
$25M -$2.09M -71,400 -8%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$24.4M -$1.94M -66,183 -7%
MSL
50
Mackay Shields LLC
New York
$23.9M +$11.9M +405,709 +99%
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