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H&R Block
HRB

Overview Fund Activity

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-60
Holders Change %
-13.54%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
127
Reduced
148
Closed
101
Calls
$8.34M
Puts
$9.66M
Net Calls
-$1.32M
Net Calls Change
-$852K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$86.6M
2
PP
Prudential plc
United Kingdom
$52M
3
Invesco
Invesco
Georgia
$77.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$395M
5
PCM
Polaris Capital Management
Massachusetts
$25.7M

Top Sellers

1
A
AustralianSuper
Australia
$0
2
HCM
Hamlin Capital Management
New York
$0
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Bessemer Group
Bessemer Group
New Jersey
$1.97M
5
Citadel Advisors
Citadel Advisors
Florida
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FL
126
Fort LP
Maryland
$1.45M +$79.8K +5,663 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
127
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.41M +$794K +56,400 +130%
Capital Fund Management (CFM)
128
Capital Fund Management (CFM)
France
$1.4M -$1.78M -126,376 -56%
Man Group
129
Man Group
United Kingdom
$1.38M -$10.1M -717,451 -88%
ProShare Advisors
130
ProShare Advisors
Maryland
$1.37M -$381K -27,039 -22%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$1.36M -$35.1K -2,494 -3%
IEFM
132
IQ EQ Fund Management
Ireland
$1.31M +$42.9K +3,045 +3%
BS
133
Bessemer Securities
New York
$1.28M – – –
BC
134
Brinker Capital
Pennsylvania
$1.25M +$212K +15,007 +20%
VRS
135
Virginia Retirement Systems
Virginia
$1.24M +$78.9K +5,600 +7%
BDS
136
Banco de Sabadell
Florida
$1.23M +$1.23M +87,453 New
Balyasny Asset Management
137
Balyasny Asset Management
Illinois
$1.23M -$2.42M -171,856 -66%
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$1.22M -$141K -10,048 -10%
CC
139
Cognios Capital
Kansas
$1.2M -$243K -17,283 -17%
SMDAM
140
Sumitomo Mitsui DS Asset Management
Japan
$1.15M -$708K -50,338 -38%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$1.14M +$454K +32,240 +66%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.08M +$50.9K +3,613 +5%
WI
143
WBI Investments
New Jersey
$1.07M +$292K +20,741 +37%
DekaBank Deutsche Girozentrale
144
DekaBank Deutsche Girozentrale
Germany
$1.06M +$27.7K +2,000 +3%
Toronto Dominion Bank
145
Toronto Dominion Bank
Ontario, Canada
$1.06M -$275K -19,560 -21%
DZ Bank
146
DZ Bank
Germany
$1.05M +$5.08K +361 +0.5%
Jane Street
147
Jane Street
New York
$1M +$596K +42,315 +147%
HIMCH
148
Hartford Investment Management Co (HIMCO)
Connecticut
$975K -$280K -19,892 -22%
SG Americas Securities
149
SG Americas Securities
New York
$956K -$569K -40,421 -37%
RT
150
Rockland Trust
Massachusetts
$951K +$211K +14,956 +28%
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