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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $3.73B invested in H&R Block in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 50 closing their positions.

Holders
391
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
6.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
57
Increased
108
Reduced
140
Closed
50
Calls
$28.3M
Puts
$35.1M
Net Calls
-$6.85M
Net Calls Change
+$2.15M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.6M
2
American Century Companies
2
American Century Companies
Missouri
$38.5M
3
Northern Trust
3
Northern Trust
Illinois
$76.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$44M
5
AssetMark Inc
5
AssetMark Inc
California
$12.6M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.14M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$626M
3
Franklin Resources
3
Franklin Resources
California
$34.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.2M
5
Man Group
5
Man Group
United Kingdom
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Acadian Asset Management
101
Acadian Asset Management
Massachusetts
$3.61M 144,372 -26,345 -15%
CWA
102
Carolina Wealth Advisors
South Carolina
$3.48M 139,017 -5,347 -4%
Pacer Advisors
103
Pacer Advisors
Pennsylvania
$3.47M 138,849 +14,073 +11%
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$3.45M 138,045 -90,265 -40%
AB
105
Amalgamated Bank
New York
$3.44M 137,462 -15,936 -10%
TPSF
106
Texas Permanent School Fund
Texas
$3.29M 131,713 -3,494 -3%
ACM
107
AlphaCrest Capital Management
New York
$3M 119,882 +74,361 +163%
CSS
108
Cubist Systematic Strategies
Connecticut
$2.98M 119,127 -309,387 -72%
DWA
109
Dorsey Wright & Associates
California
$2.92M 116,898 +116,898 New
VRS
110
Virginia Retirement Systems
Virginia
$2.88M 115,200 -2,500 -2%
Man Group
111
Man Group
United Kingdom
$2.87M 114,725 -614,070 -84%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$2.83M 113,247 +185 +0.2%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.82M 112,930 +9,258 +9%
Deutsche Bank
114
Deutsche Bank
Germany
$2.77M 110,985 +71,369 +180%
DILIC
115
Dai-ichi Life Insurance Company
Japan
$2.75M 110,000 +110,000 New
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$2.63M 105,057 +3,612 +4%
HSA
117
Hussman Strategic Advisors
Maryland
$2.6M 104,000 +66,800 +180%
APF
118
Alaska Permanent Fund
Alaska
$2.55M 102,000 – –
BC
119
Burney Company
Virginia
$2.5M 99,987 -4,444 -4%
HI
120
Human Investing
Oregon
$2.47M 98,978 -4,251 -4%
Canada Life
121
Canada Life
Manitoba, Canada
$2.37M 93,852 +13,707 +17%
KWILP
122
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.35M 94,123 +7,255 +8%
RFG
123
Range Financial Group
Oregon
$2.35M 94,025 -1,638 -2%
RGI
124
River Global Investors
United Kingdom
$2.31M 92,160 – –
Osaic Holdings
125
Osaic Holdings
Arizona
$2.17M 86,896 +62,752 +260%
3 4
5
6 7