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H&R Block
HRB

Overview Fund Activity

382 hedge funds and large institutions have $2.62B invested in H&R Block in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 144 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
7.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
62
Increased
122
Reduced
144
Closed
60
Calls
$13.5M
Puts
$19.5M
Net Calls
-$5.96M
Net Calls Change
-$4.64M

Top Buyers

1
GT
Glenmede Trust
Pennsylvania
$38M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$31.6M
3
Morgan Stanley
Morgan Stanley
New York
$25.4M
4
JAM
Jupiter Asset Management
United Kingdom
$181M
5
PP
Prudential plc
United Kingdom
$70.2M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$0
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$23.1M
3
MAM
Martingale Asset Management
Massachusetts
$1.74M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.8M
5
SOMRS
State of Michigan Retirement System
Michigan
$702K
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
126
Brinker Capital
Pennsylvania
$1.69M +$423K +29,607 +33%
MCMT
127
Moon Capital Management (Tennessee)
Tennessee
$1.64M -$96.5K -6,755 -6%
AG
128
Aperio Group
California
$1.62M -$624K -43,716 -28%
Voloridge Investment Management
129
Voloridge Investment Management
Florida
$1.58M -$824K -57,694 -34%
ESCM
130
Echo Street Capital Management
New York
$1.53M +$1.53M +106,938 New
ACI
131
AMP Capital Investors
Australia
$1.51M -$22.5K -1,580 -1%
DekaBank Deutsche Girozentrale
132
DekaBank Deutsche Girozentrale
Germany
$1.31M +$223K +15,779 +21%
Asset Management One
133
Asset Management One
Japan
$1.31M -$498K -34,896 -28%
Aberdeen Group
134
Aberdeen Group
United Kingdom
$1.3M -$1M -70,370 -44%
IEFM
135
IQ EQ Fund Management
Ireland
$1.28M -$49.5K -3,467 -4%
TC
136
TwinBeech Capital
New York
$1.23M +$1.23M +85,862 New
ProShare Advisors
137
ProShare Advisors
Maryland
$1.21M -$171K -11,948 -12%
RGI
138
River Global Investors
United Kingdom
$1.21M +$1.21M +84,890 New
Wellington Management Group
139
Wellington Management Group
Massachusetts
$1.2M +$612K +42,855 +105%
TD Asset Management
140
TD Asset Management
Ontario, Canada
$1.2M +$335K +23,434 +39%
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$1.1M +$187K +13,100 +20%
Verition Fund Management
142
Verition Fund Management
Connecticut
$1.05M +$1.05M +73,177 New
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.03M -$61.9K -4,335 -6%
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$1.01M -$142K -9,945 -12%
WOSD
145
WFA of San Diego
California
$1.01M +$1.01M +41,324 New
WI
146
WBI Investments
New Jersey
$1M -$83.7K -5,859 -8%
BF
147
BOK Financial
Oklahoma
$956K -$485 -34 -0.1%
AAM
148
Auxier Asset Management
Oregon
$928K – – –
RHAM
149
Round Hill Asset Management
California
$925K +$12.2K +855 +1%
AIL
150
AGF Investments LLC
Ontario, Canada
$921K -$597K -41,807 -39%
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6
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