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H&R Block
HRB

Overview Fund Activity

432 hedge funds and large institutions have $4.9B invested in H&R Block in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 173 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
-21
Holders Change %
-4.64%
% of All Funds
9.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
45
Increased
138
Reduced
173
Closed
65
Calls
$16.2M
Puts
$12.1M
Net Calls
+$4.09M
Net Calls Change
+$681K

Top Buyers

1
UH
1
Unigestion Holding
Switzerland
$80.4M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$104M
3
JAM
3
Jupiter Asset Management
United Kingdom
$162M
4
State Street
4
State Street
Massachusetts
$311M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$102M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
APG Asset Management
2
APG Asset Management
Netherlands
$55.6M
3
Deutsche Bank
3
Deutsche Bank
Germany
$19.1M
4
DZ Bank
4
DZ Bank
Germany
$4.94M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$16.3M -$522K -22,098 -3%
Bank of America
52
Bank of America
North Carolina
$16M -$6.68M -282,796 -29%
MSL
53
Mackay Shields LLC
New York
$15.6M -$3.69M -156,347 -19%
GF
54
Gabelli Funds
New York
$14.9M +$1.05M +44,500 +8%
Axa
55
Axa
France
$13.8M +$13.3M +563,700 +2,936%
AIG
56
American International Group
New York
$13.5M -$1.88M -79,564 -12%
Arrowstreet Capital
57
Arrowstreet Capital
Massachusetts
$12.9M -$25.9M -1,096,343 -67%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$12.7M -$16.6M -702,129 -57%
Ameriprise
59
Ameriprise
Minnesota
$12.7M -$9.8M -415,050 -44%
First Trust Advisors
60
First Trust Advisors
Illinois
$12M +$2.24M +94,650 +23%
RPI
61
Railway Pension Investments
United Kingdom
$11.4M +$835K +35,345 +8%
PPA
62
Parametric Portfolio Associates
Washington
$11.3M -$2.17M -91,843 -16%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$11.2M +$1.8M +76,139 +19%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$11.2M +$2.18M +93,111 +24%
SCP
65
Seizert Capital Partners
Michigan
$11.1M -$296K -12,540 -3%
Korea Investment Corp
66
Korea Investment Corp
South Korea
$10.8M +$1.84M +77,900 +20%
CS
67
Credit Suisse
Switzerland
$10.1M -$13.2K -557 -0.1%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.68M +$6.71M +283,967 +226%
AllianceBernstein
69
AllianceBernstein
Tennessee
$9.55M +$599K +25,364 +7%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$9.53M -$15.2K -642 -0.2%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$9.06M -$810K -34,300 -8%
AIMCA
72
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.03M +$7.6M +321,900 +535%
Principal Financial Group
73
Principal Financial Group
Iowa
$9.01M -$504K -21,355 -5%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$8.92M +$32K +1,354 +0.4%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$8.87M -$797K -33,763 -8%
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