HRB icon

H&R Block
HRB

Overview Fund Activity

453 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
60
Increased
147
Reduced
171
Closed
48
Calls
$23.6M
Puts
$20.2M
Net Calls
+$3.41M
Net Calls Change
+$2.05M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$49.1M
2
Bessemer Group
2
Bessemer Group
New Jersey
$65.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$67.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$75.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$36.4M

Top Sellers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$1.25B
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$166M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$226M
4
Ameriprise
4
Ameriprise
Minnesota
$27.9M
5
Man Group
5
Man Group
United Kingdom
$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$11.8M +$288K +9,820 +2%
Capital Fund Management (CFM)
77
Capital Fund Management (CFM)
France
$11.8M -$4.75M -162,093 -29%
Principal Financial Group
78
Principal Financial Group
Iowa
$11.8M +$251K +8,559 +2%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$11.7M +$398K +13,593 +4%
Korea Investment Corp
80
Korea Investment Corp
South Korea
$11.2M -$3.09M -105,400 -22%
Mitsubishi UFJ Trust & Banking
81
Mitsubishi UFJ Trust & Banking
Japan
$11.1M +$500K +17,221 +5%
AllianceBernstein
82
AllianceBernstein
Tennessee
$11.1M -$2.31M -78,722 -17%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$11M +$47.6K +1,623 +0.4%
ACI
84
AMP Capital Investors
Australia
$10.7M -$1.21M -41,681 -10%
Millennium Management
85
Millennium Management
New York
$10.4M +$10.4M +353,417 New
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$10.3M +$973K +33,221 +10%
DekaBank Deutsche Girozentrale
87
DekaBank Deutsche Girozentrale
Germany
$10.1M +$8.29M +284,164 +455%
Public Sector Pension Investment Board (PSP Investments)
88
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.99M +$9.49M +323,800 +1,891%
PAMU
89
Pictet Asset Management (UK)
United Kingdom
$9.72M +$206K +7,035 +2%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$9.54M – – –
MSE
91
MUFG Securities EMEA
United Kingdom
$9.53M +$9.53M +325,323 New
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$9.35M -$645K -22,024 -6%
QIM
93
Quantitative Investment Management
Virginia
$9.11M +$8.17M +278,752 +863%
Voloridge Investment Management
94
Voloridge Investment Management
Florida
$9.04M +$4.11M +140,374 +83%
Retirement Systems of Alabama
95
Retirement Systems of Alabama
Alabama
$9.01M -$603K -20,576 -6%
CWM
96
CIBC World Markets
New York
$8.86M +$8.06M +275,212 +1,011%
AAF
97
Andra AP-fonden
Sweden
$8.33M +$199K +6,800 +2%
OA
98
Oak Associates
Ohio
$7.34M – – –
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$7.26M +$136K +4,648 +2%
Adage Capital Partners
100
Adage Capital Partners
Massachusetts
$6.97M -$375K -12,800 -5%
2 3
4
5 6