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H&R Block
HRB

Overview Fund Activity

367 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.

Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
99
Reduced
155
Closed
63
Calls
$23.2M
Puts
$25.8M
Net Calls
-$2.65M
Net Calls Change
+$2.15M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$131M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$59.7M
3
Franklin Resources
3
Franklin Resources
California
$37.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$407M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.9M

Top Sellers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$4.46M
2
CC
2
Carlson Capital
Texas
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.08M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$21.8M
5
KBC Group
5
KBC Group
Belgium
$322K
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$6.91M – – –
AAMU
52
Amundi Asset Management US
Massachusetts
$6.62M +$873K +54,991 +15%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$6.13M -$6.14M -386,880 -50%
Legal & General Group
54
Legal & General Group
United Kingdom
$6.12M -$486K -30,676 -7%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$5.49M -$16.4K -1,033 -0.3%
Barclays
56
Barclays
United Kingdom
$5.43M -$291K -18,377 -5%
Victory Capital Management
57
Victory Capital Management
Texas
$5.42M +$306K +19,284 +6%
DA
58
Duality Advisers
Florida
$5.28M +$3.99M +251,404 +309%
KIM
59
Kestrel Investment Management
California
$5.11M +$5.11M +322,350 New
ICM
60
Invenomic Capital Management
Massachusetts
$5.01M +$633K +39,883 +14%
UBS AM
61
UBS AM
Illinois
$4.79M +$298K +18,799 +7%
AllianceBernstein
62
AllianceBernstein
Tennessee
$4.76M -$264K -16,652 -5%
UBS Group
63
UBS Group
Switzerland
$4.75M -$1.39M -87,698 -23%
AAM
64
Advisors Asset Management
Colorado
$4.71M +$2.22M +139,814 +89%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$4.6M +$182K +11,500 +4%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$4.49M -$408K -25,700 -8%
Jacobs Levy Equity Management
67
Jacobs Levy Equity Management
New Jersey
$4.46M -$29.2M -1,841,619 -87%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$4.38M – – –
CC
69
Cipher Capital
New York
$4.22M +$4.22M +265,918 New
CS
70
Credit Suisse
Switzerland
$4.22M -$1.68M -106,065 -29%
Citigroup
71
Citigroup
New York
$4.17M -$356K -22,465 -8%
FCI
72
Financial Counselors Inc
Kansas
$3.97M -$28.5K -1,798 -0.7%
N
73
Natixis
France
$3.97M +$3.97M +250,020 New
SEI Investments
74
SEI Investments
Pennsylvania
$3.81M -$11M -695,378 -74%
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$3.79M -$7.21M -454,718 -66%
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