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H&R Block

375 hedge funds and large institutions have $2.76B invested in H&R Block in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-7
Holders Change %
-1.83%
% of All Funds
7.59%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
67
Increased
119
Reduced
141
Closed
72
Calls
$19.6M
Puts
$24.4M
Net Calls
-$4.8M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
Los Angeles Capital Management
51
Los Angeles Capital Management
California
$9.14M -$19.8M -1,218,096 -68%
Mirae Asset Global Investments
52
Mirae Asset Global Investments
South Korea
$9.1M +$85K +5,216 +0.9%
LSV Asset Management
53
LSV Asset Management
Illinois
$8.77M +$4.87M +298,900 +125%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$8.16M +$1.52M +93,036 +23%
MWNA
55
Marshall Wace North America
New York
$7.69M +$7.69M +472,163 New
Morgan Stanley
56
Morgan Stanley
New York
$7.56M -$21.4M -1,314,522 -74%
Voloridge Investment Management
57
Voloridge Investment Management
Florida
$7.46M +$5.66M +347,625 +315%
TI
58
Trexquant Investment
Connecticut
$7.39M +$3.75M +230,099 +103%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$7.33M +$165K +10,118 +2%
Swiss National Bank
60
Swiss National Bank
Switzerland
$7.1M
LP
61
LMR Partners
United Kingdom
$6.93M +$3.56M +218,793 +106%
Bank of America
62
Bank of America
North Carolina
$6.85M -$3.13M -192,399 -31%
Legal & General Group
63
Legal & General Group
United Kingdom
$6.78M +$1.21M +74,098 +22%
UBS Group
64
UBS Group
Switzerland
$6.31M +$171K +10,489 +3%
CS
65
Credit Suisse
Switzerland
$6.06M -$23K -1,414 -0.4%
AAMU
66
Amundi Asset Management US
Massachusetts
$5.9M +$103K +6,330 +2%
Barclays
67
Barclays
United Kingdom
$5.88M -$1.82M -111,916 -24%
TSW
68
Thompson Siegel & Walmsley
Virginia
$5.8M +$5.8M +356,001 New
AIG
69
American International Group
New York
$5.79M -$2.62M -160,591 -31%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$5.66M +$145K +8,871 +3%
Victory Capital Management
71
Victory Capital Management
Texas
$5.25M +$1.12M +68,866 +27%
AllianceBernstein
72
AllianceBernstein
Tennessee
$5.16M +$746K +45,829 +17%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$5.03M -$96.7K -5,933 -2%
FP
74
Foundry Partners
Minnesota
$4.93M +$4.93M +302,772 New
Grantham, Mayo, Van Otterloo & Co (GMO)
75
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.88M +$1.81M +111,200 +59%