HRB icon

H&R Block
HRB

Overview Fund Activity

453 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
60
Increased
147
Reduced
171
Closed
48
Calls
$23.6M
Puts
$20.2M
Net Calls
+$3.41M
Net Calls Change
+$2.05M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$49.1M
2
Bessemer Group
Bessemer Group
New Jersey
$65.5M
3
Deutsche Bank
Deutsche Bank
Germany
$67.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$75.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$36.4M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
$1.25B
2
First Eagle Investment Management
First Eagle Investment Management
New York
$166M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$226M
4
Ameriprise
Ameriprise
Minnesota
$27.9M
5
Man Group
Man Group
United Kingdom
$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
USAA
126
United Services Automobile Association
Texas
$3.85M +$1.18M +40,302 +44%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$3.83M -$188K -6,432 -5%
TD Asset Management
128
TD Asset Management
Ontario, Canada
$3.7M -$1.53M -52,097 -29%
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.68M +$31.7K +1,081 +0.9%
SO
130
STRS Ohio
Ohio
$3.59M – – –
SWMG
131
Signature Wealth Management Group
Georgia
$3.56M +$24.7K +857 +0.7%
DnB Asset Management
132
DnB Asset Management
Norway
$3.55M +$1.74M +59,342 +96%
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$3.51M +$1.31M +89,450 +60%
WI
134
WBI Investments
New Jersey
$3.44M +$1.74M +59,481 +103%
LSV Asset Management
135
LSV Asset Management
Illinois
$3.41M -$58.6K -2,000 -2%
CA
136
Continental Advisors
Utah
$3.39M -$1.54M -52,732 -31%
OAC
137
OMERS Administration Corp
Ontario, Canada
$3.35M +$3.35M +112,800 New
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$3.21M +$84.5K +2,884 +3%
HIMCH
139
Hartford Investment Management Co (HIMCO)
Connecticut
$3.17M +$2.78K +95 +0.1%
SAM
140
Shell Asset Management
Netherlands
$3.15M – – –
Jacobs Levy Equity Management
141
Jacobs Levy Equity Management
New Jersey
$3.05M +$3.05M +103,916 New
Franklin Resources
142
Franklin Resources
California
$2.94M -$583K -19,887 -17%
EF
143
Empirical Finance
Pennsylvania
$2.93M +$25.2K +861 +0.9%
AOWM
144
Alpha Omega Wealth Management
Virginia
$2.92M -$29.7K -1,015 -1%
ProShare Advisors
145
ProShare Advisors
Maryland
$2.76M -$120K -4,104 -4%
Jane Street
146
Jane Street
New York
$2.73M -$113K -3,861 -4%
AG
147
Advisor Group
Arizona
$2.71M +$130K +4,435 +5%
BS
148
Bessemer Securities
New York
$2.7M – – –
CIBC World Market
149
CIBC World Market
Ontario, Canada
$2.64M +$808K +27,581 +44%
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.49M +$11.8K +403 +0.5%
4 5
6
7 8