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H&R Block
HRB

Overview Fund Activity

374 hedge funds and large institutions have $3.36B invested in H&R Block in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 141 reducing their positions, and 53 closing their positions.

Holders
374
Holders Change
+7
Holders Change %
+1.91%
% of All Funds
6.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
61
Increased
100
Reduced
141
Closed
53
Calls
$29M
Puts
$44.3M
Net Calls
-$15.3M
Net Calls Change
-$12.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$74.9M
2
Franklin Resources
2
Franklin Resources
California
$83.4M
3
PCM
3
Peregrine Capital Management
Minnesota
$21.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$19.7M
5
FFH
5
Fairfax Financial Holdings
Ontario, Canada
$16.8M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$54.7M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$14.8M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$141M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.99M
5
JAM
5
Jupiter Asset Management
United Kingdom
$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$2.42M -$132K -5,939 -5%
BAM
102
Blueshift Asset Management
New Jersey
$2.32M -$1.66K -76 -0.1%
PI
103
PEAK6 Investments
Illinois
$2.27M +$2.08M +95,362 +1,072%
Deutsche Bank
104
Deutsche Bank
Germany
$2.27M +$1.45M +66,339 +175%
BC
105
Burney Company
Virginia
$2.27M +$2.27M +104,187 New
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$2.24M +$59.5K +2,730 +3%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$2.21M +$42.3K +1,939 +2%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.13M +$62K +2,846 +3%
DekaBank Deutsche Girozentrale
109
DekaBank Deutsche Girozentrale
Germany
$2.12M +$104K +4,800 +5%
MIM
110
MetLife Investment Management
New Jersey
$2.07M -$123K -5,627 -6%
RGI
111
River Global Investors
United Kingdom
$2.04M -$107K -4,900 -5%
IEFM
112
IQ EQ Fund Management
Ireland
$2M +$88.4K +4,057 +5%
RFG
113
Range Financial Group
Oregon
$2M +$2M +91,755 New
CAM
114
Concorde Asset Management
Michigan
$1.99M +$1.99M +91,418 New
Jane Street
115
Jane Street
New York
$1.96M -$855K -39,217 -30%
Axa
116
Axa
France
$1.9M -$355K -16,304 -16%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$1.88M +$375K +17,223 +25%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$1.87M -$307K -14,086 -14%
RIG
119
Roosevelt Investment Group
New York
$1.85M – – –
VRS
120
Virginia Retirement Systems
Virginia
$1.83M +$951K +43,600 +109%
Canada Life
121
Canada Life
Manitoba, Canada
$1.8M -$103K -4,732 -5%
Truist Financial
122
Truist Financial
North Carolina
$1.72M -$16.6K -761 -1%
Balyasny Asset Management
123
Balyasny Asset Management
Illinois
$1.72M -$3.35M -153,518 -66%
APG Asset Management
124
APG Asset Management
Netherlands
$1.66M +$1.66M +89,400 New
CIP
125
Convergence Investment Partners
Florida
$1.65M -$60.2K -2,764 -4%
3 4
5
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