HRB icon

H&R Block
HRB

Overview Fund Activity

450 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
9.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
54
Increased
183
Reduced
142
Closed
60
Calls
$27.4M
Puts
$26M
Net Calls
+$1.36M
Net Calls Change
+$45.2M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$64.3M
2
Ameriprise
Ameriprise
Minnesota
+$45M
3
A
AustralianSuper
Australia
+$39.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$34M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$32.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$54.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$37M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$34.7M
4
Squarepoint
Squarepoint
New York
-$32.6M
5
Morgan Stanley
Morgan Stanley
New York
-$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$3.28M +$25.3K +1,058 +0.8%
VIA
127
Vident Investment Advisory
Georgia
$3.28M +$2.39M +99,834 +269%
CEI
128
Clark Estates Inc
New York
$3.21M – – –
Asset Management One
129
Asset Management One
Japan
$3.12M -$5.3M -221,334 -63%
FDCDDQ
130
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.98M +$1.7M +71,156 +133%
GH
131
GAM Holding
Switzerland
$2.98M +$349K +14,593 +13%
SO
132
STRS Ohio
Ohio
$2.93M +$2.87M +120,000 +4,724%
SWMG
133
Signature Wealth Management Group
Georgia
$2.93M +$22.4K +934 +0.8%
Franklin Resources
134
Franklin Resources
California
$2.88M +$678K +28,314 +31%
AG
135
Aperio Group
California
$2.85M -$892K -37,245 -24%
BCIM
136
British Columbia Investment Management
British Columbia, Canada
$2.85M -$566K -23,632 -17%
SEI Investments
137
SEI Investments
Pennsylvania
$2.84M -$1.15M -47,870 -29%
LSV Asset Management
138
LSV Asset Management
Illinois
$2.84M – – –
HIMCH
139
Hartford Investment Management Co (HIMCO)
Connecticut
$2.59M +$1.68M +70,027 +183%
SAM
140
Shell Asset Management
Netherlands
$2.57M – – –
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$2.55M +$30K +1,252 +1%
EF
142
Empowered Funds
Pennsylvania
$2.54M +$486K +20,298 +24%
Loomis, Sayles & Company
143
Loomis, Sayles & Company
Massachusetts
$2.44M +$2.42M +101,107 +10,872%
AOWM
144
Alpha Omega Wealth Management
Virginia
$2.41M +$599K +25,024 +33%
EF
145
Empirical Finance
Pennsylvania
$2.37M -$274K -11,427 -10%
CC
146
Cognios Capital
Kansas
$2.37M +$314K +13,116 +15%
ProShare Advisors
147
ProShare Advisors
Maryland
$2.35M +$780K +32,570 +50%
LCM
148
Landscape Capital Management
New Jersey
$2.35M -$1.55M -64,639 -40%
Jane Street
149
Jane Street
New York
$2.32M +$1.85M +77,471 +396%
SIM
150
Spark Investment Management
New York
$2.22M – – –
4 5
6
7 8