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H&R Block

375 hedge funds and large institutions have $2.76B invested in H&R Block in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-7
Holders Change %
-1.83%
% of All Funds
7.59%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
67
Increased
119
Reduced
141
Closed
72
Calls
$19.6M
Puts
$24.4M
Net Calls
-$4.8M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
Squarepoint
26
Squarepoint
New York
$22.7M +$2.59M +159,241 +13%
Citadel Advisors
27
Citadel Advisors
Florida
$21.3M +$14.2M +873,200 +201%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$20.7M -$5.99M -363,057 -22%
Bank of Nova Scotia
29
Bank of Nova Scotia
Ontario, Canada
$20.6M +$20.6M +1,266,932 New
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$19.2M +$503K +30,901 +3%
Marshall Wace
31
Marshall Wace
United Kingdom
$19.1M +$18.6M +1,143,330 +3,749%
GT
32
Glenmede Trust
Pennsylvania
$18.3M -$25.1M -1,541,758 -58%
Charles Schwab
33
Charles Schwab
California
$17.9M -$4.22M -259,347 -19%
Ameriprise
34
Ameriprise
Minnesota
$16.8M +$11.9M +729,303 +243%
Canada Life
35
Canada Life
Manitoba, Canada
$15.6M +$3.8M +232,928 +32%
SEI Investments
36
SEI Investments
Pennsylvania
$15.3M -$1.33M -81,437 -8%
PPA
37
Parametric Portfolio Associates
Washington
$15.1M +$5.07M +311,018 +51%
Jane Street
38
Jane Street
New York
$13.3M +$12.4M +761,235 +1,358%
PI
39
PGGM Investments
Netherlands
$13.2M
FBB
40
Fulton Breakefield Broenniman
Maryland
$13M +$5.77M +354,210 +80%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$12.8M +$10.7M +655,433 +507%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$12.6M +$12.6M +773,132 New
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$11.3M +$4.27M +261,958 +61%
FNF
44
Fidelity National Financial
Florida
$10.4M
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$10.3M +$1.03M +62,979 +11%
Invesco
46
Invesco
Georgia
$10.1M -$80.5M -4,943,936 -89%
Principal Financial Group
47
Principal Financial Group
Iowa
$9.61M +$2.1M +129,202 +28%
SCP
48
Seizert Capital Partners
Michigan
$9.48M +$3.89M +238,571 +69%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$9.2M +$1.81M +111,126 +24%
CSS
50
Cubist Systematic Strategies
Connecticut
$9.15M -$5.29M -324,845 -37%