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H&R Block
HRB

Overview Fund Activity

382 hedge funds and large institutions have $2.62B invested in H&R Block in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 144 reducing their positions, and 60 closing their positions.

Holders
382
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
7.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
62
Increased
122
Reduced
144
Closed
60
Calls
$13.5M
Puts
$19.5M
Net Calls
-$5.96M
Net Calls Change
-$4.64M

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$38M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$31.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.4M
4
JAM
4
Jupiter Asset Management
United Kingdom
$181M
5
PP
5
Prudential plc
United Kingdom
$70.2M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$0
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$23.1M
3
MAM
3
Martingale Asset Management
Massachusetts
$1.74M
4
Skandinaviska Enskilda Banken (SEB)
4
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.8M
5
SOMRS
5
State of Michigan Retirement System
Michigan
$702K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$4.29M -$621K -43,459 -13%
UBS AM
77
UBS AM
Illinois
$4.23M -$727K -50,910 -15%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$3.95M -$253K -17,724 -6%
Ensign Peak Advisors
79
Ensign Peak Advisors
Utah
$3.93M -$165K -11,545 -4%
AllianceBernstein
80
AllianceBernstein
Tennessee
$3.87M -$837K -58,618 -18%
Public Sector Pension Investment Board (PSP Investments)
81
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.81M -$1.47M -102,800 -28%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$3.73M +$2.49M +174,465 +201%
FCI
83
Financial Counselors Inc
Kansas
$3.66M +$2.64K +185 +0.1%
Victory Capital Management
84
Victory Capital Management
Texas
$3.62M -$9.56M -669,279 -73%
ERSOT
85
Employees Retirement System of Texas
Texas
$3.45M +$143K +10,000 +4%
LSV Asset Management
86
LSV Asset Management
Illinois
$3.42M -$360K -25,200 -10%
Citigroup
87
Citigroup
New York
$3.35M -$1.89M -132,374 -36%
TI
88
Trexquant Investment
Connecticut
$3.19M +$3.19M +223,591 New
Osaic Holdings
89
Osaic Holdings
Arizona
$3.1M +$1.43M +99,739 +85%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$3.02M -$2.28M -173,787 -43%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.02M -$9.48K -667 -0.3%
Franklin Resources
92
Franklin Resources
California
$3.01M +$215K +14,941 +8%
UH
93
Unigestion Holding
Switzerland
$2.98M -$2.19M -153,327 -42%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$2.96M -$196K -13,700 -6%
LP
95
LMR Partners
United Kingdom
$2.95M +$2.95M +206,551 New
Robeco Institutional Asset Management
96
Robeco Institutional Asset Management
Netherlands
$2.93M -$10.8M -759,545 -79%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$2.83M +$703K +49,210 +33%
Prudential Financial
98
Prudential Financial
New Jersey
$2.81M +$188K +13,164 +7%
KBC Group
99
KBC Group
Belgium
$2.75M -$2.29M -159,974 -45%
Grantham, Mayo, Van Otterloo & Co (GMO)
100
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.69M +$1.26M +88,100 +88%
2 3
4
5 6