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H&R Block
HRB

Overview Fund Activity

367 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
99
Reduced
155
Closed
63
Calls
$23.2M
Puts
$25.8M
Net Calls
-$2.65M
Net Calls Change
+$2.15M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$131M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$59.7M
3
Franklin Resources
Franklin Resources
California
$37.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$407M
5
Morgan Stanley
Morgan Stanley
New York
$29.9M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$4.46M
2
CC
Carlson Capital
Texas
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$1.08M
4
AQR Capital Management
AQR Capital Management
Connecticut
$21.8M
5
KBC Group
KBC Group
Belgium
$322K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$18.2M -$452K -28,506 -2%
Charles Schwab
27
Charles Schwab
California
$17M -$448K -28,215 -3%
LSV Asset Management
28
LSV Asset Management
Illinois
$16.2M +$7.62M +480,399 +89%
Squarepoint
29
Squarepoint
New York
$15.4M -$6.78M -427,603 -31%
TSW
30
Thompson Siegel & Walmsley
Virginia
$15.1M +$9.46M +596,562 +168%
PPA
31
Parametric Portfolio Associates
Washington
$13.4M -$1.31M -82,772 -9%
Principal Financial Group
32
Principal Financial Group
Iowa
$12.8M +$3.41M +215,278 +37%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$12.6M -$13.5M -852,218 -52%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$12.4M -$7.54M -475,187 -38%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$10.4M +$7.22M +455,100 +224%
Invesco
36
Invesco
Georgia
$10.4M +$566K +35,677 +6%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$10.4M +$1.53M +96,359 +17%
FNF
38
Fidelity National Financial
Florida
$10.1M – – –
CSS
39
Cubist Systematic Strategies
Connecticut
$10M +$1.1M +69,317 +12%
First Trust Advisors
40
First Trust Advisors
Illinois
$9.82M +$7.21M +454,567 +276%
Marshall Wace
41
Marshall Wace
United Kingdom
$9.71M -$8.9M -561,321 -48%
PI
42
PGGM Investments
Netherlands
$9.49M -$3.38M -212,934 -26%
Bank of America
43
Bank of America
North Carolina
$9.44M +$2.77M +174,759 +42%
FBB
44
Fulton Breakefield Broenniman
Maryland
$8.68M -$3.96M -249,839 -31%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$8.44M -$462K -29,098 -5%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$8.42M +$1.29M +81,168 +18%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$8.38M +$440K +27,728 +6%
Ameriprise
48
Ameriprise
Minnesota
$7.91M -$8.41M -530,559 -52%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$7.25M +$4.52M +284,874 +166%
FP
50
Foundry Partners
Minnesota
$6.93M +$2.13M +134,048 +44%
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