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H&R Block
HRB

Overview Fund Activity

367 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.

Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
99
Reduced
155
Closed
63
Calls
$23.2M
Puts
$25.8M
Net Calls
-$2.65M
Net Calls Change
+$2.15M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$131M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$59.7M
3
Franklin Resources
3
Franklin Resources
California
$37.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$407M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.9M

Top Sellers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$4.46M
2
CC
2
Carlson Capital
Texas
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.08M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$21.8M
5
KBC Group
5
KBC Group
Belgium
$322K
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
76
Gabelli Funds
New York
$3.69M -$285K -18,000 -7%
Balyasny Asset Management
77
Balyasny Asset Management
Illinois
$3.68M +$835K +52,666 +29%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.5M -$510K -32,156 -13%
Mitsubishi UFJ Trust & Banking
79
Mitsubishi UFJ Trust & Banking
Japan
$3.49M +$487K +30,688 +16%
SG Americas Securities
80
SG Americas Securities
New York
$3.23M +$2.24M +141,395 +228%
ERSOT
81
Employees Retirement System of Texas
Texas
$3.2M – – –
Jennison Associates
82
Jennison Associates
New York
$3.16M +$3.16M +198,946 New
Wells Fargo
83
Wells Fargo
California
$2.96M -$383K -24,184 -11%
HF
84
HRT Financial
New York
$2.94M -$143K -9,029 -5%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$2.79M +$1.78M +112,555 +177%
Ensign Peak Advisors
86
Ensign Peak Advisors
Utah
$2.76M +$878K +55,372 +47%
MOACM
87
Mutual of America Capital Management
New York
$2.74M -$143K -9,017 -5%
CEI
88
Clark Estates Inc
New York
$2.71M +$2.71M +171,000 New
CA
89
Continental Advisors
Utah
$2.67M +$79.3K +5,000 +3%
SFI
90
Susquehanna Fundamental Investments
Pennsylvania
$2.67M +$1.88M +118,425 +238%
Assenagon Asset Management
91
Assenagon Asset Management
Luxembourg
$2.51M +$2.29M +144,348 +1,040%
Robeco Institutional Asset Management
92
Robeco Institutional Asset Management
Netherlands
$2.5M -$204K -12,891 -8%
APF
93
Alaska Permanent Fund
Alaska
$2.45M – – –
SIS
94
Sound Income Strategies
Florida
$2.35M +$816K +51,439 +53%
TPSF
95
Texas Permanent School Fund
Texas
$2.34M -$522K -32,935 -18%
CWA
96
Carolina Wealth Advisors
South Carolina
$2.28M -$200K -12,614 -8%
QOP
97
Quinn Opportunity Partners
Virginia
$2.15M +$967K +61,000 +82%
RIM
98
Redwood Investment Management
Arizona
$2.1M -$1.01M -63,812 -33%
CWM
99
CIBC World Markets
New York
$2.08M +$2.08M +131,200 New
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$2.07M +$1.08M +67,867 +108%
2 3
4
5 6