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H&R Block
HRB

Overview Fund Activity

382 hedge funds and large institutions have $2.62B invested in H&R Block in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 144 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
7.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
62
Increased
122
Reduced
144
Closed
60
Calls
$13.5M
Puts
$19.5M
Net Calls
-$5.96M
Net Calls Change
-$4.64M

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$38M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$31.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.4M
4
JAM
4
Jupiter Asset Management
United Kingdom
$181M
5
PP
5
Prudential plc
United Kingdom
$70.2M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$0
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$23.1M
3
MAM
3
Martingale Asset Management
Massachusetts
$1.74M
4
Skandinaviska Enskilda Banken (SEB)
4
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.8M
5
SOMRS
5
State of Michigan Retirement System
Michigan
$702K
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
101
SG Americas Securities
New York
$2.56M +$1.59M +111,620 +164%
SFI
102
Susquehanna Fundamental Investments
Pennsylvania
$2.55M +$2.55M +178,700 New
HF
103
HRT Financial
New York
$2.55M +$2.55M +178,610 New
Mitsubishi UFJ Trust & Banking
104
Mitsubishi UFJ Trust & Banking
Japan
$2.46M +$227K +15,902 +10%
MSE
105
MUFG Securities EMEA
United Kingdom
$2.46M +$2.46M +172,000 New
Holocene Advisors
106
Holocene Advisors
New York
$2.39M +$2.39M +167,046 New
HI
107
Human Investing
Oregon
$2.36M +$484K +33,927 +26%
CA
108
Continental Advisors
Utah
$2.28M +$663K +46,400 +41%
CWA
109
Carolina Wealth Advisors
South Carolina
$2.23M +$40.9K +2,865 +2%
Allianz Asset Management
110
Allianz Asset Management
Germany
$2.22M +$1.28M +89,385 +135%
American Century Companies
111
American Century Companies
Missouri
$2.18M +$1.63M +113,869 +293%
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$2.16M -$158K -11,080 -7%
Stifel Financial
113
Stifel Financial
Missouri
$2.06M -$176K -12,295 -8%
EGM
114
Engineers Gate Manager
New York
$2.02M +$1.46M +102,394 +261%
CPO
115
Cerity Partners OCIO
New York
$1.95M +$208K +14,599 +12%
CC
116
Cipher Capital
New York
$1.93M +$1.93M +135,034 New
Canada Pension Plan Investment Board
117
Canada Pension Plan Investment Board
Ontario, Canada
$1.93M +$1.81M +126,859 +1,592%
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$1.91M -$186K -13,018 -9%
BAMF
119
BI Asset Management Fondsmaeglerselskab
Denmark
$1.88M -$505K -35,375 -21%
WAM
120
Wakefield Asset Management
Colorado
$1.88M +$1.88M +131,369 New
Russell Investments Group
121
Russell Investments Group
United Kingdom
$1.84M +$1.4M +98,182 +315%
BAM
122
Blueshift Asset Management
New Jersey
$1.77M +$1.56M +109,209 +728%
MAM
123
Martingale Asset Management
Massachusetts
$1.74M -$20.2M -1,417,286 -92%
GC
124
Guggenheim Capital
Illinois
$1.72M +$147K +10,289 +9%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$1.7M +$323K +22,659 +23%
3 4
5
6 7