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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $3.73B invested in H&R Block in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 50 closing their positions.

Holders
391
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
6.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
57
Increased
108
Reduced
140
Closed
50
Calls
$28.3M
Puts
$35.1M
Net Calls
-$6.85M
Net Calls Change
+$2.15M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.6M
2
American Century Companies
2
American Century Companies
Missouri
$38.5M
3
Northern Trust
3
Northern Trust
Illinois
$76.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$44M
5
AssetMark Inc
5
AssetMark Inc
California
$12.6M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.14M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$626M
3
Franklin Resources
3
Franklin Resources
California
$34.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.2M
5
Man Group
5
Man Group
United Kingdom
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$27.7M 1,109,544 -178,690 -14%
AQR Capital Management
27
AQR Capital Management
Connecticut
$26.7M 1,066,282 -271,939 -20%
Swedbank
28
Swedbank
Sweden
$26.4M 1,056,891 – –
Charles Schwab
29
Charles Schwab
California
$26.1M 1,043,869 -25,990 -2%
Principal Financial Group
30
Principal Financial Group
Iowa
$25.6M 1,023,466 -10,392 -1%
Invesco
31
Invesco
Georgia
$25.6M 1,022,255 -120,748 -11%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$25.1M 1,003,917 -349,532 -26%
FBB
33
Fulton Breakefield Broenniman
Maryland
$22.2M 886,289 +701 +0.1%
HighTower Advisors
34
HighTower Advisors
Illinois
$21.2M 847,082 +292,762 +53%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$21M 841,721 +316,975 +60%
PI
36
PGGM Investments
Netherlands
$20.6M 823,716 +172,022 +26%
PPA
37
Parametric Portfolio Associates
Washington
$19.6M 782,342 +4,630 +0.6%
PCM
38
Peregrine Capital Management
Minnesota
$18.8M 753,154 -155,186 -17%
FNF
39
Fidelity National Financial
Florida
$15.9M 636,854 – –
AAM
40
Advisors Asset Management
Colorado
$14.9M 596,797 +15,371 +3%
Boston Partners
41
Boston Partners
Massachusetts
$13.2M 526,207 +413,997 +369%
Renaissance Technologies
42
Renaissance Technologies
New York
$13.1M 525,000 +45,482 +9%
AssetMark Inc
43
AssetMark Inc
California
$12.6M 503,220 +503,220 New
SDIC
44
South Dakota Investment Council
South Dakota
$12M 478,547 -24,000 -5%
Bank of America
45
Bank of America
North Carolina
$11.9M 475,256 -204,191 -30%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$11.8M 471,012 -12,863 -3%
UBS Group
47
UBS Group
Switzerland
$11.8M 470,641 -119,695 -20%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$11.7M 467,947 -276,252 -37%
Barclays
49
Barclays
United Kingdom
$11.5M 461,589 -29,012 -6%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$10.7M 429,277 +2,375 +0.6%
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