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H&R Block
HRB

Overview Fund Activity

443 hedge funds and large institutions have $4.54B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 179 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+11
Holders Change %
+2.55%
% of All Funds
8.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
78
Increased
120
Reduced
179
Closed
56
Calls
$13.1M
Puts
$13.5M
Net Calls
-$468K
Net Calls Change
-$4.56M

Top Buyers

1
JAM
Jupiter Asset Management
United Kingdom
$247M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$148M
3
Citadel Advisors
Citadel Advisors
Florida
$67.5M
4
Squarepoint
Squarepoint
New York
$30.7M
5
SOMRS
State of Michigan Retirement System
Michigan
$30.5M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
$9.41M
2
State Street
State Street
Massachusetts
$236M
3
BlackRock
BlackRock
New York
$461M
4
APG Asset Management
APG Asset Management
Netherlands
$14.3M
5
Northern Trust
Northern Trust
Illinois
$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$34.4M -$439K -18,700 -1%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$32.6M +$2.17M +92,299 +7%
MAM
28
Martingale Asset Management
Massachusetts
$32.5M +$2.03M +86,412 +7%
Charles Schwab
29
Charles Schwab
California
$31.3M -$117K -4,963 -0.4%
Squarepoint
30
Squarepoint
New York
$30.7M +$30.7M +1,309,144 New
SOMRS
31
State of Michigan Retirement System
Michigan
$30.5M +$29.3M +1,249,700 +2,587%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$27.8M -$15.1M -643,591 -35%
Morgan Stanley
33
Morgan Stanley
New York
$25.6M +$19M +809,634 +287%
SEI Investments
34
SEI Investments
Pennsylvania
$24.9M +$4.39M +187,775 +21%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$24.8M -$567K -24,159 -2%
Millennium Management
36
Millennium Management
New York
$24.6M +$24.6M +1,046,899 New
Legal & General Group
37
Legal & General Group
United Kingdom
$23.2M -$10.6M -451,079 -31%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$22.5M +$11.4M +484,287 +102%
PI
39
PGGM Investments
Netherlands
$22.4M -$1.42M -60,677 -6%
Bank of America
40
Bank of America
North Carolina
$21.5M +$5.62M +239,334 +35%
GI
41
GAMCO Investors
Connecticut
$19.8M -$282K -11,992 -1%
Barclays
42
Barclays
United Kingdom
$19.4M +$11M +467,315 +130%
Man Group
43
Man Group
United Kingdom
$19.1M -$6.89M -293,496 -26%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$19.1M +$2.85M +121,453 +18%
Axa
45
Axa
France
$16.9M +$3.21M +136,500 +23%
BNP Paribas Asset Management
46
BNP Paribas Asset Management
France
$16.3M -$4.27M -181,844 -21%
PP
47
Paloma Partners
Connecticut
$15.8M +$15.4M +657,331 +4,869%
GF
48
Gabelli Funds
New York
$15.6M +$834K +35,500 +6%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$15.4M -$31.2M -1,328,299 -67%
Canada Life
50
Canada Life
Manitoba, Canada
$15.3M +$9.79M +420,561 +178%
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