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H&R Block
HRB

Overview Fund Activity

374 hedge funds and large institutions have $3.36B invested in H&R Block in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 141 reducing their positions, and 53 closing their positions.

Holders
374
Holders Change
+7
Holders Change %
+1.91%
% of All Funds
6.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
61
Increased
100
Reduced
141
Closed
53
Calls
$29M
Puts
$44.3M
Net Calls
-$15.3M
Net Calls Change
-$12.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$74.9M
2
Franklin Resources
2
Franklin Resources
California
$83.4M
3
PCM
3
Peregrine Capital Management
Minnesota
$21.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$19.7M
5
FFH
5
Fairfax Financial Holdings
Ontario, Canada
$16.8M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$54.7M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$14.8M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$141M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.99M
5
JAM
5
Jupiter Asset Management
United Kingdom
$274M
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$4.69M 215,190 +95,302 +79%
Two Sigma Investments
77
Two Sigma Investments
New York
$4.61M 211,425 -1,125,146 -84%
SFI
78
Susquehanna Fundamental Investments
Pennsylvania
$4.61M 211,280 +43,155 +26%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.49M 205,937 -14,639 -7%
CEI
80
Clark Estates Inc
New York
$4.25M 195,000 +24,000 +14%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$4.1M 188,271 +69,095 +58%
SEI Investments
82
SEI Investments
Pennsylvania
$3.94M 239,365 -2,158 -0.9%
GF
83
Gabelli Funds
New York
$3.87M 177,500 -55,000 -24%
ERSOT
84
Employees Retirement System of Texas
Texas
$3.65M 167,595 -34,000 -17%
Los Angeles Capital Management
85
Los Angeles Capital Management
California
$3.65M 167,249 -364,827 -69%
MOACM
86
Mutual of America Capital Management
New York
$3.61M 165,582 -7,029 -4%
APF
87
Alaska Permanent Fund
Alaska
$3.37M 154,700 – –
RCM
88
Rings Capital Management
Illinois
$3.34M 153,000 +73,000 +91%
Stifel Financial
89
Stifel Financial
Missouri
$3.23M 148,257 +41,285 +39%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$3.15M 144,521 -31,464 -18%
CWA
91
Carolina Wealth Advisors
South Carolina
$3.04M 139,598 -4,045 -3%
RIM
92
Redwood Investment Management
Arizona
$3.01M 138,029 +5,717 +4%
TPSF
93
Texas Permanent School Fund
Texas
$2.99M 137,030 -10,246 -7%
Ensign Peak Advisors
94
Ensign Peak Advisors
Utah
$2.83M 129,842 -44,107 -25%
Ninety One (UK)
95
Ninety One (UK)
United Kingdom
$2.79M 127,800 +127,800 New
GC
96
Guggenheim Capital
Illinois
$2.74M 125,436 +19,211 +18%
Mitsubishi UFJ Trust & Banking
97
Mitsubishi UFJ Trust & Banking
Japan
$2.68M 168,900 -51,090 -23%
Robeco Institutional Asset Management
98
Robeco Institutional Asset Management
Netherlands
$2.67M 122,626 -34,996 -22%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$2.66M 121,924 +885 +0.7%
HI
100
Human Investing
Oregon
$2.5M 114,472 +1,991 +2%
2 3
4
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