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H&R Block

375 hedge funds and large institutions have $2.76B invested in H&R Block in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-7
Holders Change %
-1.83%
% of All Funds
7.59%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
67
Increased
119
Reduced
141
Closed
72
Calls
$19.6M
Puts
$24.4M
Net Calls
-$4.8M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
KBC Group
76
KBC Group
Belgium
$4.8M +$1.67M +102,404 +53%
Citigroup
77
Citigroup
New York
$4.65M +$827K +50,785 +22%
UBS AM
78
UBS AM
Illinois
$4.61M -$214K -13,139 -4%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$4.54M -$3.59M -220,257 -44%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$4.5M
ICM
81
Invenomic Capital Management
Massachusetts
$4.5M +$4.19M +257,115 +1,360%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.12M +$660K +40,546 +19%
FCI
83
Financial Counselors Inc
Kansas
$4.11M -$58.7K -3,601 -1%
AIM
84
Aigen Investment Management
New York
$4.1M +$4.1M +251,409 New
GF
85
Gabelli Funds
New York
$4.08M -$2.28M -140,000 -36%
Holocene Advisors
86
Holocene Advisors
New York
$3.69M +$972K +59,669 +36%
Wells Fargo
87
Wells Fargo
California
$3.43M -$1.63M -100,261 -32%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$3.38M -$479K -28,480 -12%
Two Sigma Advisers
89
Two Sigma Advisers
New York
$3.32M +$3.02M +185,200 +1,007%
ERSOT
90
Employees Retirement System of Texas
Texas
$3.28M -$652K -40,000 -17%
Osaic Holdings
91
Osaic Holdings
Arizona
$3.21M -$320K -19,620 -9%
RIM
92
Redwood Investment Management
Arizona
$3.2M +$3.2M +196,124 New
HF
93
HRT Financial
New York
$3.16M +$254K +15,606 +9%
Mitsubishi UFJ Trust & Banking
94
Mitsubishi UFJ Trust & Banking
Japan
$3.08M +$275K +16,900 +10%
EF
95
Empowered Funds
Pennsylvania
$3.01M +$3.01M +185,023 New
MOACM
96
Mutual of America Capital Management
New York
$2.96M +$2.52M +154,938 +581%
TPSF
97
Texas Permanent School Fund
Texas
$2.94M +$2.38M +146,294 +431%
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
$2.93M -$2.91M -178,848 -50%
MSL
99
Mackay Shields LLC
New York
$2.89M +$2.38M +146,221 +466%
Deutsche Bank
100
Deutsche Bank
Germany
$2.86M -$3.25M -199,303 -53%