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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 %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$46.9M -$16M -677,665 -25%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$43.4M +$4.81M +203,842 +12%
Robeco Institutional Asset Management
28
Robeco Institutional Asset Management
Netherlands
$43.1M -$1.21M -51,285 -3%
UBS AM
29
UBS AM
Illinois
$39M -$12.2M -517,932 -24%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$37.5M +$4.62M +195,503 +14%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$35M -$569K -24,100 -2%
Legal & General Group
32
Legal & General Group
United Kingdom
$34M +$492K +20,818 +1%
Charles Schwab
33
Charles Schwab
California
$31.6M +$208K +8,799 +0.7%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$30.7M +$12.9M +545,506 +72%
MAM
35
Martingale Asset Management
Massachusetts
$30.6M -$5.06M -214,289 -14%
Skandinaviska Enskilda Banken (SEB)
36
Skandinaviska Enskilda Banken (SEB)
Sweden
$30.3M -$1.11M -46,800 -4%
Citadel Advisors
37
Citadel Advisors
Florida
$27.3M +$22.3M +941,999 +438%
Man Group
38
Man Group
United Kingdom
$26.2M -$5.46M -231,365 -17%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$25.5M -$21.7M -920,312 -46%
PI
40
PGGM Investments
Netherlands
$24M +$18.4M +779,069 +329%
AL
41
AJO LP
Pennsylvania
$23.7M +$4.97M +210,492 +27%
SEI Investments
42
SEI Investments
Pennsylvania
$20.9M +$16.8M +707,400 +413%
T
43
TOBAM
France
$20.8M -$3.35M -141,730 -14%
BNP Paribas Asset Management
44
BNP Paribas Asset Management
France
$20.6M +$4.54M +192,072 +28%
GI
45
GAMCO Investors
Connecticut
$20.3M +$116K +4,901 +0.6%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$19.8M +$151K +6,407 +0.8%
Deutsche Bank
47
Deutsche Bank
Germany
$19.1M -$35.1M -1,486,342 -65%
Teacher Retirement System of Texas
48
Teacher Retirement System of Texas
Texas
$18.3M -$2.27M -96,032 -11%
PAM
49
Panagora Asset Management
Massachusetts
$18.2M -$14.6M -617,738 -45%
Swiss National Bank
50
Swiss National Bank
Switzerland
$17.9M +$2.11M +89,144 +13%
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