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H&R Block
HRB

Overview Fund Activity

382 hedge funds and large institutions have $2.62B invested in H&R Block in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 144 reducing their positions, and 60 closing their positions.

Holders
382
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
7.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
62
Increased
122
Reduced
144
Closed
60
Calls
$13.5M
Puts
$19.5M
Net Calls
-$5.96M
Net Calls Change
-$4.64M

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$38M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$31.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.4M
4
JAM
4
Jupiter Asset Management
United Kingdom
$181M
5
PP
5
Prudential plc
United Kingdom
$70.2M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$0
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$23.1M
3
MAM
3
Martingale Asset Management
Massachusetts
$1.74M
4
Skandinaviska Enskilda Banken (SEB)
4
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.8M
5
SOMRS
5
State of Michigan Retirement System
Michigan
$702K
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
51
Principal Financial Group
Iowa
$6.57M +$1.14M +80,102 +21%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$6.48M +$1.45M +101,208 +29%
First Trust Advisors
53
First Trust Advisors
Illinois
$6.42M +$655K +45,851 +11%
FBB
54
Fulton Breakefield Broenniman
Maryland
$6.32M -$32.6K -2,286 -0.5%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$6.28M -$148K -10,375 -2%
Swiss National Bank
56
Swiss National Bank
Switzerland
$6.22M +$664K +46,500 +12%
Citadel Advisors
57
Citadel Advisors
Florida
$6.21M -$7.9M -552,977 -56%
Retirement Systems of Alabama
58
Retirement Systems of Alabama
Alabama
$6.17M +$987K +69,094 +19%
Two Sigma Investments
59
Two Sigma Investments
New York
$6.12M +$3.79M +265,177 +162%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$5.82M -$713K -49,948 -11%
GF
61
Gabelli Funds
New York
$5.58M -$4.88M -341,800 -47%
UBS Group
62
UBS Group
Switzerland
$5.38M +$3.28M +229,515 +156%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$5.37M -$457K -31,988 -8%
Deutsche Bank
64
Deutsche Bank
Germany
$5.35M -$2.08M -145,822 -28%
CS
65
Credit Suisse
Switzerland
$5.33M +$1.71M +119,537 +47%
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$5.12M +$3.87M +271,247 +311%
AAMU
67
Amundi Asset Management US
Massachusetts
$5.08M -$1.31M -91,648 -20%
AIMCA
68
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.91M +$1.98M +138,800 +68%
SCP
69
Seizert Capital Partners
Michigan
$4.91M -$562K -39,340 -10%
Legal & General Group
70
Legal & General Group
United Kingdom
$4.89M +$155K +10,854 +3%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$4.83M -$3.68M -257,551 -43%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$4.83M +$58.8K +4,119 +1%
Millennium Management
73
Millennium Management
New York
$4.54M -$3.75M -262,489 -45%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$4.49M -$8.17K -572 -0.2%
Wells Fargo
75
Wells Fargo
California
$4.44M -$2.43M -170,172 -35%
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