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H&R Block
HRB

Overview Fund Activity

374 hedge funds and large institutions have $3.36B invested in H&R Block in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+7
Holders Change %
+1.91%
% of All Funds
6.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
61
Increased
100
Reduced
141
Closed
53
Calls
$29M
Puts
$44.3M
Net Calls
-$15.3M
Net Calls Change
-$12.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$74.9M
2
Franklin Resources
2
Franklin Resources
California
$83.4M
3
PCM
3
Peregrine Capital Management
Minnesota
$21.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$19.7M
5
FFH
5
Fairfax Financial Holdings
Ontario, Canada
$16.8M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$54.7M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$14.8M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$141M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.99M
5
JAM
5
Jupiter Asset Management
United Kingdom
$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$22.7M -$632K -28,999 -3%
PCM
27
Peregrine Capital Management
Minnesota
$21.9M +$21.9M +1,003,932 New
Wellington Management Group
28
Wellington Management Group
Massachusetts
$19.7M +$19.7M +905,824 New
Principal Financial Group
29
Principal Financial Group
Iowa
$19.6M +$2.08M +95,188 +12%
Millennium Management
30
Millennium Management
New York
$19.4M -$13.1M -599,002 -40%
FBB
31
Fulton Breakefield Broenniman
Maryland
$19M +$7.12M +326,545 +60%
Invesco
32
Invesco
Georgia
$18.6M +$4.27M +196,037 +30%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$18.4M +$12M +552,309 +190%
Ameriprise
34
Ameriprise
Minnesota
$16.9M +$6.03M +276,231 +55%
PPA
35
Parametric Portfolio Associates
Washington
$16.9M -$1.5M -68,993 -8%
FFH
36
Fairfax Financial Holdings
Ontario, Canada
$16.8M +$16.8M +770,894 New
Russell Investments Group
37
Russell Investments Group
United Kingdom
$16.8M +$14.1M +647,608 +526%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$16.5M -$754K -34,591 -4%
First Trust Advisors
39
First Trust Advisors
Illinois
$15.6M +$2.06M +94,468 +15%
Bank of America
40
Bank of America
North Carolina
$15.4M +$2.41M +110,708 +19%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$14.8M -$42.4M -1,945,526 -74%
TSW
42
Thompson Siegel & Walmsley
Virginia
$14.7M -$6.04M -277,112 -29%
FNF
43
Fidelity National Financial
Florida
$13.9M – – –
UBS Group
44
UBS Group
Switzerland
$13.7M +$7.18M +329,308 +110%
PCM
45
Portolan Capital Management
Massachusetts
$13.7M +$13.7M +627,325 New
SDIC
46
South Dakota Investment Council
South Dakota
$12.2M +$12.2M +560,066 New
PI
47
PGGM Investments
Netherlands
$11.6M -$1.4M -64,023 -11%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$11M -$494K -22,644 -4%
Wells Fargo
49
Wells Fargo
California
$10.5M +$6.39M +293,242 +157%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$10.2M -$1.35M -61,827 -12%
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