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H&R Block
HRB

Overview Fund Activity

453 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 48 closing their positions.

Holders
453
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
60
Increased
147
Reduced
171
Closed
48
Calls
$23.6M
Puts
$20.2M
Net Calls
+$3.41M
Net Calls Change
+$2.05M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$49.1M
2
Bessemer Group
2
Bessemer Group
New Jersey
$65.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$67.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$75.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$36.4M

Top Sellers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$1.25B
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$166M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$226M
4
Ameriprise
4
Ameriprise
Minnesota
$27.9M
5
Man Group
5
Man Group
United Kingdom
$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
51
AJO LP
Pennsylvania
$23.3M +$23.3M +793,532 New
Janus Henderson Group
52
Janus Henderson Group
United Kingdom
$22.1M -$16.7M -571,399 -43%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$20.9M +$723K +24,691 +4%
Canada Life
54
Canada Life
Manitoba, Canada
$20.2M +$20.2M +691,034 New
BNP Paribas Asset Management
55
BNP Paribas Asset Management
France
$20M +$5.88M +200,667 +42%
ECM
56
Element Capital Management
New York
$19.6M +$19.6M +669,063 New
Swiss National Bank
57
Swiss National Bank
Switzerland
$19.6M -$507K -17,300 -3%
AIG
58
American International Group
New York
$19.1M +$478K +16,320 +3%
Barclays
59
Barclays
United Kingdom
$19M +$5.33M +182,004 +39%
GF
60
Gabelli Funds
New York
$17.1M +$586K +20,000 +4%
UBS Group
61
UBS Group
Switzerland
$16.8M +$4.17M +142,452 +33%
PPA
62
Parametric Portfolio Associates
Washington
$16.8M +$1.22M +41,683 +8%
Two Sigma Investments
63
Two Sigma Investments
New York
$16.7M +$11.4M +390,692 +219%
Allianz Asset Management
64
Allianz Asset Management
Germany
$15.4M -$51.2K -1,746 -0.3%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$15M -$5.85M -199,926 -28%
Aberdeen Group
66
Aberdeen Group
United Kingdom
$14.8M -$668K -22,786 -4%
Citigroup
67
Citigroup
New York
$14.6M +$4.07M +138,834 +39%
Morgan Stanley
68
Morgan Stanley
New York
$14.4M -$3.36M -114,836 -19%
SCP
69
Seizert Capital Partners
Michigan
$14.1M -$5.46M -186,407 -28%
RPI
70
Railway Pension Investments
United Kingdom
$13.1M +$1.1M +37,685 +9%
CS
71
Credit Suisse
Switzerland
$12.5M -$3.88M -132,391 -24%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$12.2M -$297K -10,142 -2%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$12.2M +$600K +20,480 +5%
First Trust Advisors
74
First Trust Advisors
Illinois
$12.1M +$2.16M +73,630 +22%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$12M +$512K +17,457 +4%
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