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H&R Block
HRB

Overview Fund Activity

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-60
Holders Change %
-13.54%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
127
Reduced
148
Closed
101
Calls
$8.34M
Puts
$9.66M
Net Calls
-$1.32M
Net Calls Change
-$852K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$86.6M
2
PP
Prudential plc
United Kingdom
$52M
3
Invesco
Invesco
Georgia
$77.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$395M
5
PCM
Polaris Capital Management
Massachusetts
$25.7M

Top Sellers

1
A
AustralianSuper
Australia
$0
2
HCM
Hamlin Capital Management
New York
$0
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Bessemer Group
Bessemer Group
New Jersey
$1.97M
5
Citadel Advisors
Citadel Advisors
Florida
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
51
Mirae Asset Global Investments
South Korea
$7.42M +$7.24M +514,300 +4,058%
Deutsche Bank
52
Deutsche Bank
Germany
$7.33M +$1.4M +99,561 +24%
Wells Fargo
53
Wells Fargo
California
$6.77M -$15.4M -1,095,257 -69%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$6.44M +$1.28M +90,788 +25%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$6.34M -$566K -40,200 -8%
Morgan Stanley
56
Morgan Stanley
New York
$6.32M -$9.05M -643,095 -59%
FBB
57
Fulton Breakefield Broenniman
Maryland
$6.27M +$6.27M +445,177 New
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$5.75M +$369K +26,177 +7%
First Trust Advisors
59
First Trust Advisors
Illinois
$5.69M -$854K -60,618 -13%
Swiss National Bank
60
Swiss National Bank
Switzerland
$5.48M +$50.6K +3,591 +0.9%
SCP
61
Seizert Capital Partners
Michigan
$5.39M +$375K +26,647 +7%
Principal Financial Group
62
Principal Financial Group
Iowa
$5.36M +$261K +18,523 +5%
Public Sector Pension Investment Board (PSP Investments)
63
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.2M -$906K -64,330 -15%
Citigroup
64
Citigroup
New York
$5.17M +$1.53M +108,403 +42%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$5.11M +$340K +24,138 +7%
UH
66
Unigestion Holding
Switzerland
$5.09M +$5.09M +361,792 New
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$5.07M -$670K -53,315 -12%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$5.01M +$446K +31,349 +10%
KBC Group
69
KBC Group
Belgium
$4.96M +$3.31M +234,931 +200%
UBS AM
70
UBS AM
Illinois
$4.89M -$501K -35,575 -9%
Ameriprise
71
Ameriprise
Minnesota
$4.84M -$552K -39,183 -10%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$4.71M +$139K +9,854 +3%
Legal & General Group
73
Legal & General Group
United Kingdom
$4.67M -$9.23M -655,689 -66%
AllianceBernstein
74
AllianceBernstein
Tennessee
$4.64M -$990K -70,343 -18%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$4.44M -$14.1K -1,000 -0.3%
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3
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