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H&R Block
HRB

Overview Fund Activity

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-60
Holders Change %
-13.54%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
127
Reduced
148
Closed
101
Calls
$8.34M
Puts
$9.66M
Net Calls
-$1.32M
Net Calls Change
-$852K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$86.6M
2
PP
Prudential plc
United Kingdom
$52M
3
Invesco
Invesco
Georgia
$77.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$395M
5
PCM
Polaris Capital Management
Massachusetts
$25.7M

Top Sellers

1
A
AustralianSuper
Australia
$0
2
HCM
Hamlin Capital Management
New York
$0
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Bessemer Group
Bessemer Group
New Jersey
$1.97M
5
Citadel Advisors
Citadel Advisors
Florida
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
101
Aperio Group
California
$2.21M +$1.35M +95,565 +155%
Stifel Financial
102
Stifel Financial
Missouri
$2.21M +$43.9K +3,114 +2%
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$2.2M +$95.8K +6,800 +5%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$2.17M -$796K -56,518 -27%
CWA
105
Carolina Wealth Advisors
South Carolina
$2.16M +$2.05M +145,383 +1,852%
AAMU
106
Amundi Asset Management US
Massachusetts
$2.14M +$224K +46,900 +12%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$2.1M -$1.55M -110,099 -42%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$2.07M – – –
UBS Group
109
UBS Group
Switzerland
$2.07M +$1.46M +103,916 +241%
Bessemer Group
110
Bessemer Group
New Jersey
$1.97M -$29.9M -2,125,984 -94%
CEI
111
Clark Estates Inc
New York
$1.89M – – –
HI
112
Human Investing
Oregon
$1.85M -$100K -7,124 -5%
Bank of Nova Scotia
113
Bank of Nova Scotia
Ontario, Canada
$1.82M +$984K +69,915 +117%
Truist Financial
114
Truist Financial
North Carolina
$1.81M +$70.1K +4,981 +4%
Asset Management One
115
Asset Management One
Japan
$1.78M +$176K +12,522 +11%
CPO
116
Cerity Partners OCIO
New York
$1.72M -$17.4K -1,237 -1%
MCMT
117
Moon Capital Management (Tennessee)
Tennessee
$1.72M +$1.72M +121,805 New
PIA
118
Piedmont Investment Advisors
North Carolina
$1.68M +$1.68M +119,023 New
Osaic Holdings
119
Osaic Holdings
Arizona
$1.65M +$1.65M +116,896 New
CA
120
Continental Advisors
Utah
$1.6M +$123K +8,703 +8%
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.57M -$2.39M -169,735 -60%
GC
122
Guggenheim Capital
Illinois
$1.56M -$903K -64,159 -37%
ACI
123
AMP Capital Investors
Australia
$1.51M -$478K -34,150 -24%
AIL
124
AGF Investments LLC
Ontario, Canada
$1.5M +$686K +48,680 +84%
PAM
125
Panagora Asset Management
Massachusetts
$1.49M +$515K +36,551 +53%
3 4
5
6 7