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H&R Block
HRB

Overview Fund Activity

453 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
60
Increased
147
Reduced
171
Closed
48
Calls
$23.6M
Puts
$20.2M
Net Calls
+$3.41M
Net Calls Change
+$2.05M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$49.1M
2
Bessemer Group
2
Bessemer Group
New Jersey
$65.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$67.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$75.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$36.4M

Top Sellers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$1.25B
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$166M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$226M
4
Ameriprise
4
Ameriprise
Minnesota
$27.9M
5
Man Group
5
Man Group
United Kingdom
$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
101
PGGM Investments
Netherlands
$6.95M +$1.78M +60,793 +34%
ERSOT
102
Employees Retirement System of Texas
Texas
$6.94M -$29.3K -1,000 -0.4%
FCI
103
Financial Counselors Inc
Kansas
$6.7M -$27.5K -937 -0.4%
SIM
104
Spark Investment Management
New York
$6.62M +$3.9M +133,100 +143%
Citadel Advisors
105
Citadel Advisors
Florida
$6.3M -$21.5M -734,697 -77%
RIM
106
Rampart Investment Management
Connecticut
$6M -$1.49M -50,817 -20%
Prudential Financial
107
Prudential Financial
New Jersey
$5.79M -$56.7K -1,936 -1%
Bank of Nova Scotia
108
Bank of Nova Scotia
Ontario, Canada
$5.57M -$1.27M -43,251 -19%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.43M -$1.09M -37,182 -17%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$5.04M -$2.34M -80,018 -32%
SEI Investments
111
SEI Investments
Pennsylvania
$5M +$1.55M +52,983 +45%
Loomis, Sayles & Company
112
Loomis, Sayles & Company
Massachusetts
$4.89M +$1.9M +64,759 +63%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$4.85M -$49.1K -1,676 -1%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$4.78M -$252K -8,608 -5%
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$4.69M -$12.3K -420 -0.3%
Two Sigma Advisers
116
Two Sigma Advisers
New York
$4.51M +$217K +7,400 +5%
Stifel Financial
117
Stifel Financial
Missouri
$4.45M -$230K -7,862 -5%
CBOA
118
Commonwealth Bank of Australia
Australia
$4.41M +$1.81M +61,800 +70%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$4.41M +$45.2K +1,542 +1%
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$4.27M -$421K -14,374 -9%
GC
121
Guggenheim Capital
Illinois
$4.08M -$220K -7,506 -5%
AG
122
Aperio Group
California
$3.95M +$464K +15,819 +13%
CEI
123
Clark Estates Inc
New York
$3.93M – – –
Asset Management One
124
Asset Management One
Japan
$3.91M +$93.7K +3,197 +2%
KBC Group
125
KBC Group
Belgium
$3.86M -$3.98M -135,883 -51%
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5
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