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H&R Block
HRB

Overview Fund Activity

382 hedge funds and large institutions have $2.62B invested in H&R Block in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 144 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
7.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
62
Increased
122
Reduced
144
Closed
60
Calls
$13.5M
Puts
$19.5M
Net Calls
-$5.96M
Net Calls Change
-$4.64M

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$38M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$31.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.4M
4
JAM
4
Jupiter Asset Management
United Kingdom
$181M
5
PP
5
Prudential plc
United Kingdom
$70.2M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$0
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$23.1M
3
MAM
3
Martingale Asset Management
Massachusetts
$1.74M
4
Skandinaviska Enskilda Banken (SEB)
4
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.8M
5
SOMRS
5
State of Michigan Retirement System
Michigan
$702K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$21.9M +$6.81M +476,924 +45%
Skandinaviska Enskilda Banken (SEB)
27
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.8M -$20.1M -1,406,000 -50%
Charles Schwab
28
Charles Schwab
California
$19.4M -$129K -9,017 -0.7%
Squarepoint
29
Squarepoint
New York
$17.7M +$5.89M +412,352 +50%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$16.4M +$3.68M +257,438 +29%
VRS
31
Virginia Retirement Systems
Virginia
$15.7M +$14.5M +1,013,200 +1,153%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$15.5M +$15.5M +1,082,670 New
AL
33
AJO LP
Pennsylvania
$14.6M +$11.7M +817,830 +399%
SEI Investments
34
SEI Investments
Pennsylvania
$14.5M -$969K -67,860 -6%
CSS
35
Cubist Systematic Strategies
Connecticut
$12.7M +$10.3M +722,233 +440%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$12.3M +$12.3M +859,291 New
PI
37
PGGM Investments
Netherlands
$11.6M -$1.42M -99,482 -11%
Canada Life
38
Canada Life
Manitoba, Canada
$10.3M -$7.35M -515,951 -42%
Axa
39
Axa
France
$10.2M -$274K -19,200 -3%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$9.32M -$6.99M -489,291 -43%
FNF
41
Fidelity National Financial
Florida
$9.09M – – –
PPA
42
Parametric Portfolio Associates
Washington
$8.77M -$1.18M -82,419 -12%
Bank of America
43
Bank of America
North Carolina
$8.75M -$3.32M -232,285 -27%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$8.34M -$342K -23,921 -4%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$8.17M +$5.89M +412,550 +258%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$7.9M +$378K +26,451 +5%
AIG
47
American International Group
New York
$7.37M -$1.27M -89,190 -15%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$7.13M -$525K -36,743 -7%
Barclays
49
Barclays
United Kingdom
$6.75M -$6.91M -483,650 -51%
Man Group
50
Man Group
United Kingdom
$6.74M +$5.34M +374,200 +382%
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