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H&R Block
HRB

Overview Fund Activity

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-60
Holders Change %
-13.54%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
127
Reduced
148
Closed
101
Calls
$8.34M
Puts
$9.66M
Net Calls
-$1.32M
Net Calls Change
-$852K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$86.6M
2
PP
Prudential plc
United Kingdom
$52M
3
Invesco
Invesco
Georgia
$77.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$395M
5
PCM
Polaris Capital Management
Massachusetts
$25.7M

Top Sellers

1
A
AustralianSuper
Australia
$0
2
HCM
Hamlin Capital Management
New York
$0
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Bessemer Group
Bessemer Group
New Jersey
$1.97M
5
Citadel Advisors
Citadel Advisors
Florida
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$4.14M -$99.6K -7,077 -2%
Ensign Peak Advisors
77
Ensign Peak Advisors
Utah
$4.03M +$218K +15,455 +6%
LSV Asset Management
78
LSV Asset Management
Illinois
$3.73M +$1.64M +116,200 +78%
FCI
79
Financial Counselors Inc
Kansas
$3.6M +$402K +28,564 +13%
CS
80
Credit Suisse
Switzerland
$3.57M -$1.46M -103,696 -29%
ERSOT
81
Employees Retirement System of Texas
Texas
$3.26M +$1.13M +80,595 +53%
Adage Capital Partners
82
Adage Capital Partners
Massachusetts
$3.11M -$56.3K -4,000 -2%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3M +$413K +29,320 +16%
AIMCA
84
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.89M -$4.81M -341,700 -62%
GT
85
Glenmede Trust
Pennsylvania
$2.89M – – –
AL
86
AJO LP
Pennsylvania
$2.88M -$4.1M -290,905 -59%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$2.88M -$1.8M -127,768 -38%
Franklin Resources
88
Franklin Resources
California
$2.74M +$186K +13,203 +7%
Prudential Financial
89
Prudential Financial
New Jersey
$2.58M -$63.3K -4,492 -2%
LCM
90
Landscape Capital Management
New Jersey
$2.54M +$2.54M +180,483 New
EF
91
Empowered Funds
Pennsylvania
$2.49M – – –
APG Asset Management
92
APG Asset Management
Netherlands
$2.45M -$7.18M -509,696 -75%
Voloridge Investment Management
93
Voloridge Investment Management
Florida
$2.37M +$2.37M +168,205 New
BAMF
94
BI Asset Management Fondsmaeglerselskab
Denmark
$2.35M +$1.36M +96,542 +137%
VI
95
Vestcor Inc
New Brunswick, Canada
$2.32M +$88.5K +6,286 +4%
CSS
96
Cubist Systematic Strategies
Connecticut
$2.31M +$1.17M +82,961 +102%
Two Sigma Investments
97
Two Sigma Investments
New York
$2.3M +$1.63M +116,100 +245%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$2.28M -$16.5K -1,170 -0.7%
Aberdeen Group
99
Aberdeen Group
United Kingdom
$2.27M +$193K +13,730 +9%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$2.25M +$143K +10,152 +7%
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4
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