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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $3.73B invested in H&R Block in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 50 closing their positions.

Holders
391
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
6.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
57
Increased
108
Reduced
140
Closed
50
Calls
$28.3M
Puts
$35.1M
Net Calls
-$6.85M
Net Calls Change
+$2.15M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.6M
2
American Century Companies
2
American Century Companies
Missouri
$38.5M
3
Northern Trust
3
Northern Trust
Illinois
$76.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$44M
5
AssetMark Inc
5
AssetMark Inc
California
$12.6M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.14M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$626M
3
Franklin Resources
3
Franklin Resources
California
$34.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.2M
5
Man Group
5
Man Group
United Kingdom
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$5.91M 236,551 -7,763 -3%
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$5.76M 230,547 -5,815 -2%
SEI Investments
78
SEI Investments
Pennsylvania
$5.74M 232,570 -25,480 -10%
Victory Capital Management
79
Victory Capital Management
Texas
$5.68M 227,146 +11,758 +5%
RIM
80
Redwood Investment Management
Arizona
$5.54M 221,508 +69,663 +46%
Squarepoint
81
Squarepoint
New York
$5.34M 213,422 +123,933 +138%
Stifel Financial
82
Stifel Financial
Missouri
$5.33M 212,948 +20,108 +10%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.13M 205,314 +6,452 +3%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$5.09M 203,577 +64,887 +47%
CEI
85
Clark Estates Inc
New York
$4.88M 195,000 – –
RB
86
Rodgers Brothers
Pennsylvania
$4.59M 183,725 +800 +0.4%
CS
87
Credit Suisse
Switzerland
$4.57M 182,876 -4,600 -2%
GC
88
Guggenheim Capital
Illinois
$4.54M 181,424 +50,221 +38%
SFI
89
Susquehanna Fundamental Investments
Pennsylvania
$4.49M 179,690 -36,383 -17%
EF
90
Empowered Funds
Pennsylvania
$4.39M 175,558 +175,558 New
DekaBank Deutsche Girozentrale
91
DekaBank Deutsche Girozentrale
Germany
$4.31M 170,518 +88,646 +108%
VOYA Investment Management
92
VOYA Investment Management
Georgia
$4.19M 167,574 +6,918 +4%
Amundi
93
Amundi
France
$3.98M 159,284 -171,404 -52%
MOACM
94
Mutual of America Capital Management
New York
$3.93M 157,054 +2,165 +1%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$3.86M 154,400 +43,703 +39%
Robeco Institutional Asset Management
96
Robeco Institutional Asset Management
Netherlands
$3.84M 153,361 +30,735 +25%
RCM
97
Rings Capital Management
Illinois
$3.83M 153,000 – –
Axa
98
Axa
France
$3.73M 149,000 +60,100 +68%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$3.72M 148,812 -910 -0.6%
Mitsubishi UFJ Trust & Banking
100
Mitsubishi UFJ Trust & Banking
Japan
$3.62M 144,606 +42,271 +41%
2 3
4
5 6