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H&R Block
HRB

Overview Fund Activity

432 hedge funds and large institutions have $4.9B invested in H&R Block in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 173 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
-21
Holders Change %
-4.64%
% of All Funds
9.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
45
Increased
138
Reduced
173
Closed
65
Calls
$16.2M
Puts
$12.1M
Net Calls
+$4.09M
Net Calls Change
+$681K

Top Buyers

1
UH
1
Unigestion Holding
Switzerland
$80.4M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$104M
3
JAM
3
Jupiter Asset Management
United Kingdom
$162M
4
State Street
4
State Street
Massachusetts
$311M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$102M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
APG Asset Management
2
APG Asset Management
Netherlands
$55.6M
3
Deutsche Bank
3
Deutsche Bank
Germany
$19.1M
4
DZ Bank
4
DZ Bank
Germany
$4.94M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
101
DZ Bank
Germany
$4.94M -$26.3M -1,114,439 -84%
Jane Street
102
Jane Street
New York
$4.78M +$2.58M +109,022 +117%
GC
103
Guggenheim Capital
Illinois
$4.69M +$1.4M +59,365 +43%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.53M +$200K +8,559 +5%
Prudential Financial
105
Prudential Financial
New Jersey
$4.44M -$230K -9,738 -5%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$4.17M +$316K +13,377 +8%
DekaBank Deutsche Girozentrale
107
DekaBank Deutsche Girozentrale
Germany
$4.12M -$4.02M -171,064 -49%
Franklin Resources
108
Franklin Resources
California
$4.07M +$1.7M +71,898 +72%
Acadian Asset Management
109
Acadian Asset Management
Massachusetts
$3.96M +$3.96M +167,773 New
ACI
110
AMP Capital Investors
Australia
$3.95M -$4.66M -199,898 -54%
Holocene Advisors
111
Holocene Advisors
New York
$3.93M +$1.99M +84,304 +103%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$3.9M +$3.9M +165,200 New
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$3.86M -$48.7K -2,061 -1%
QIM
114
Quantitative Investment Management
Virginia
$3.78M -$3.57M -151,060 -49%
SO
115
STRS Ohio
Ohio
$3.6M +$708K +30,000 +24%
ERSOT
116
Employees Retirement System of Texas
Texas
$3.57M -$2.03M -86,000 -36%
Stifel Financial
117
Stifel Financial
Missouri
$3.56M -$25.2K -1,066 -0.7%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$3.35M -$93.2K -3,944 -3%
Asset Management One
119
Asset Management One
Japan
$3.33M +$175K +7,391 +6%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$3.26M +$176K +7,471 +6%
ED
121
Exane Derivatives
France
$3.19M +$3.19M +135,109 +300,242%
CEI
122
Clark Estates Inc
New York
$3.17M – – –
SFI
123
Susquehanna Fundamental Investments
Pennsylvania
$3.1M +$3.1M +131,100 New
BAMF
124
BI Asset Management Fondsmaeglerselskab
Denmark
$3.03M +$3.03M +128,258 New
N
125
Natixis
France
$2.95M +$2.95M +125,006 New
3 4
5
6 7