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H&R Block
HRB

Overview Fund Activity

432 hedge funds and large institutions have $4.9B invested in H&R Block in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 173 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
-21
Holders Change %
-4.64%
% of All Funds
9.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
45
Increased
138
Reduced
173
Closed
65
Calls
$16.2M
Puts
$12.1M
Net Calls
+$4.09M
Net Calls Change
+$681K

Top Buyers

1
UH
Unigestion Holding
Switzerland
$80.4M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$104M
3
JAM
Jupiter Asset Management
United Kingdom
$162M
4
State Street
State Street
Massachusetts
$311M
5
AQR Capital Management
AQR Capital Management
Connecticut
$102M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$0
2
APG Asset Management
APG Asset Management
Netherlands
$55.6M
3
Deutsche Bank
Deutsche Bank
Germany
$19.1M
4
DZ Bank
DZ Bank
Germany
$4.94M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
126
Toronto Dominion Bank
Ontario, Canada
$2.93M -$2.73M -115,759 -48%
DnB Asset Management
127
DnB Asset Management
Norway
$2.91M +$48K +2,032 +2%
SWMG
128
Signature Wealth Management Group
Georgia
$2.91M -$7.51K -318 -0.3%
ProShare Advisors
129
ProShare Advisors
Maryland
$2.85M +$622K +26,325 +28%
AOWM
130
Alpha Omega Wealth Management
Virginia
$2.84M +$411K +16,823 +17%
ASRS
131
Arizona State Retirement System
Arizona
$2.78M +$984K +21,137 +55%
KBC Group
132
KBC Group
Belgium
$2.78M -$335K -14,162 -11%
LSV Asset Management
133
LSV Asset Management
Illinois
$2.75M – – –
VOYA Investment Management
134
VOYA Investment Management
Georgia
$2.72M -$838K -35,459 -24%
Victory Capital Management
135
Victory Capital Management
Texas
$2.67M +$1M +42,513 +60%
Tudor Investment Corp
136
Tudor Investment Corp
Connecticut
$2.49M +$859K +36,385 +53%
CA
137
Continental Advisors
Utah
$2.47M -$260K -11,000 -10%
Wellington Management Group
138
Wellington Management Group
Massachusetts
$2.45M +$1.43M +60,662 +141%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$2.39M -$199K -8,434 -8%
CC
140
Cognios Capital
Kansas
$2.35M +$393K +16,665 +20%
TD Asset Management
141
TD Asset Management
Ontario, Canada
$2.35M -$633K -26,800 -21%
WG
142
Winton Group
United Kingdom
$2.3M +$1.62M +68,631 +238%
SAM
143
Shell Asset Management
Netherlands
$2.29M -$249K -10,526 -10%
EP
144
Elkfork Partners
Oregon
$2.28M +$1.03M +43,724 +83%
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$2.24M -$1.83M -77,348 -45%
AG
146
Advisor Group
Arizona
$2.2M +$14.4K +609 +0.7%
BS
147
Bessemer Securities
New York
$2.17M -$9.45K -400 -0.4%
ETM
148
Euclidean Technologies Management
Washington
$2.13M +$2.13M +90,326 New
HIMCH
149
Hartford Investment Management Co (HIMCO)
Connecticut
$2.13M -$427K -18,065 -17%
UBS Group
150
UBS Group
Switzerland
$2.13M -$11.4M -482,631 -84%
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