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H&R Block

389 hedge funds and large institutions have $3.57B invested in H&R Block in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 98 increasing their positions, 149 reducing their positions, and 50 closing their positions.

Holders
389
Holders Change
+15
Holders Change %
+4.01%
% of All Funds
6.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
67
Increased
98
Reduced
149
Closed
50
Calls
$27.1M
Puts
$36.1M
Net Calls
-$9M
Net Calls Change
+$6.29M
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$25.5M 1,087,723 +374,218 +52%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$25.5M 1,086,907 +405,847 +60%
Charles Schwab
28
Charles Schwab
California
$25.1M 1,069,859 +29,938 +3%
Swedbank
29
Swedbank
Sweden
$24.8M 1,056,891 -59,572 -5%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$24.5M 1,044,733 +138,909 +15%
Principal Financial Group
31
Principal Financial Group
Iowa
$24.3M 1,033,858 +133,775 +15%
PCM
32
Peregrine Capital Management
Minnesota
$21.3M 908,340 -95,592 -10%
FBB
33
Fulton Breakefield Broenniman
Maryland
$20.8M 885,588 +11,781 +1%
Citadel Advisors
34
Citadel Advisors
Florida
$20.3M 866,503 +591,797 +215%
PPA
35
Parametric Portfolio Associates
Washington
$18.3M 777,712 +4,305 +0.6%
FFH
36
Fairfax Financial Holdings
Ontario, Canada
$18.1M 770,894
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$17.5M 744,199 -13,267 -2%
Man Group
38
Man Group
United Kingdom
$17.1M 728,795 -475,679 -39%
Millennium Management
39
Millennium Management
New York
$16.1M 686,938 -202,569 -23%
Bank of America
40
Bank of America
North Carolina
$16M 679,447 -26,277 -4%
PI
41
PGGM Investments
Netherlands
$15.3M 651,694 +117,435 +22%
FNF
42
Fidelity National Financial
Florida
$15M 636,854
UBS Group
43
UBS Group
Switzerland
$13.9M 590,336 -38,321 -6%
AAM
44
Advisors Asset Management
Colorado
$13.7M 581,426 +137,272 +31%
Ameriprise
45
Ameriprise
Minnesota
$13.2M 562,174 -213,062 -27%
HighTower Advisors
46
HighTower Advisors
Illinois
$13M 554,320 +554,320 New
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$12.3M 524,746 +524,746 New
SDIC
48
South Dakota Investment Council
South Dakota
$11.8M 502,547 -57,519 -10%
UBS AM
49
UBS AM
Illinois
$11.8M 501,930 +143,562 +40%
Barclays
50
Barclays
United Kingdom
$11.5M 490,601 +119,754 +32%