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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $3.73B invested in H&R Block in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 50 closing their positions.

Holders
391
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
6.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
57
Increased
108
Reduced
140
Closed
50
Calls
$28.3M
Puts
$35.1M
Net Calls
-$6.85M
Net Calls Change
+$2.15M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.6M
2
American Century Companies
2
American Century Companies
Missouri
$38.5M
3
Northern Trust
3
Northern Trust
Illinois
$76.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$44M
5
AssetMark Inc
5
AssetMark Inc
California
$12.6M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.14M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$626M
3
Franklin Resources
3
Franklin Resources
California
$34.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.2M
5
Man Group
5
Man Group
United Kingdom
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
51
Royce & Associates
New York
$10.1M 402,038 +402,038 New
Swiss National Bank
52
Swiss National Bank
Switzerland
$10M 400,900 -3,400 -0.8%
ICM
53
Invenomic Capital Management
Massachusetts
$9.8M 391,933 +37,170 +10%
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$9.8M 391,499 +59,882 +18%
MVP
55
Miller Value Partners
Florida
$9.75M 390,000 -30,000 -7%
UBS AM
56
UBS AM
Illinois
$9.46M 378,547 -123,383 -25%
NW
57
NewEdge Wealth
Pennsylvania
$9.38M 375,245 +122,490 +48%
BGIM
58
Brandywine Global Investment Management
Pennsylvania
$9.22M 368,725 +117,819 +47%
Ameriprise
59
Ameriprise
Minnesota
$8.98M 358,888 -203,286 -36%
PCM
60
Portolan Capital Management
Massachusetts
$8.96M 358,555 -52,077 -13%
SIS
61
Sound Income Strategies
Florida
$8.08M 323,257 +47,527 +17%
AIG
62
American International Group
New York
$7.7M 307,873 -15,696 -5%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$7.67M 306,609 -65,292 -18%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$7.63M 305,231 -11,255 -4%
GHAM
65
Gilman Hill Asset Management
Connecticut
$7.38M 295,007 -413 -0.1%
Legal & General Group
66
Legal & General Group
United Kingdom
$7.35M 294,118 -39,205 -12%
AllianceBernstein
67
AllianceBernstein
Tennessee
$7.01M 280,459 -12,626 -4%
QOP
68
Quinn Opportunity Partners
Virginia
$6.81M 272,500 -8,500 -3%
FP
69
Foundry Partners
Minnesota
$6.75M 269,892 -12,875 -5%
KIM
70
Kestrel Investment Management
California
$6.48M 259,050 -43,300 -14%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$6.46M 258,443 -188,748 -42%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$6.24M 249,570 +17,073 +7%
Citadel Advisors
73
Citadel Advisors
Florida
$6.2M 248,098 -618,405 -71%
Citigroup
74
Citigroup
New York
$5.96M 238,441 -60,956 -20%
FCI
75
Financial Counselors Inc
Kansas
$5.95M 238,072 -11,410 -5%
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