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H&R Block
HRB

Overview Fund Activity

374 hedge funds and large institutions have $3.36B invested in H&R Block in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 141 reducing their positions, and 53 closing their positions.

Holders
374
Holders Change
+7
Holders Change %
+1.91%
% of All Funds
6.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
61
Increased
100
Reduced
141
Closed
53
Calls
$29M
Puts
$44.3M
Net Calls
-$15.3M
Net Calls Change
-$12.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$74.9M
2
Franklin Resources
2
Franklin Resources
California
$83.4M
3
PCM
3
Peregrine Capital Management
Minnesota
$21.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$19.7M
5
FFH
5
Fairfax Financial Holdings
Ontario, Canada
$16.8M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$54.7M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$14.8M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$141M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.99M
5
JAM
5
Jupiter Asset Management
United Kingdom
$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
51
Advisors Asset Management
Colorado
$9.68M +$3.21M +147,085 +50%
Swiss National Bank
52
Swiss National Bank
Switzerland
$9.61M +$107K +4,900 +1%
MVP
53
Miller Value Partners
Florida
$9.16M +$9.16M +420,000 New
Legal & General Group
54
Legal & General Group
United Kingdom
$8.52M +$114K +5,222 +1%
Barclays
55
Barclays
United Kingdom
$8.08M +$618K +28,349 +8%
UBS AM
56
UBS AM
Illinois
$7.81M +$1.23M +56,636 +19%
ICM
57
Invenomic Capital Management
Massachusetts
$7.64M +$756K +34,677 +11%
Holocene Advisors
58
Holocene Advisors
New York
$7.48M +$7.48M +343,084 New
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$7.15M -$391K -17,958 -5%
AAMU
60
Amundi Asset Management US
Massachusetts
$7.08M -$2.02M -92,610 -22%
QOP
61
Quinn Opportunity Partners
Virginia
$7M +$4.04M +185,500 +137%
KIM
62
Kestrel Investment Management
California
$6.6M -$429K -19,700 -6%
AllianceBernstein
63
AllianceBernstein
Tennessee
$6.6M +$58.7K +2,693 +0.9%
GHAM
64
Gilman Hill Asset Management
Connecticut
$6.38M +$6.38M +292,448 New
FP
65
Foundry Partners
Minnesota
$6.35M -$3.17M -145,515 -33%
Citadel Advisors
66
Citadel Advisors
Florida
$5.99M -$38.8M -1,779,100 -87%
CS
67
Credit Suisse
Switzerland
$5.7M -$90.4K -4,149 -2%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$5.59M -$431K -19,770 -7%
Citigroup
69
Citigroup
New York
$5.54M -$191K -8,777 -3%
FCI
70
Financial Counselors Inc
Kansas
$5.5M +$36.2K +1,661 +0.7%
SIS
71
Sound Income Strategies
Florida
$5.4M +$2.16M +99,074 +67%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$5.22M +$7.11K +326 +0.1%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$5.07M -$1.1M -50,547 -18%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$4.94M -$3.48M -159,477 -41%
Victory Capital Management
75
Victory Capital Management
Texas
$4.72M -$2.73M -125,142 -37%
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