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H&R Block
HRB

Overview Fund Activity

367 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
99
Reduced
155
Closed
63
Calls
$23.2M
Puts
$25.8M
Net Calls
-$2.65M
Net Calls Change
+$2.15M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$131M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$59.7M
3
Franklin Resources
Franklin Resources
California
$37.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$407M
5
Morgan Stanley
Morgan Stanley
New York
$29.9M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$4.46M
2
CC
Carlson Capital
Texas
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$1.08M
4
AQR Capital Management
AQR Capital Management
Connecticut
$21.8M
5
KBC Group
KBC Group
Belgium
$322K
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
126
Sciencast Management
New Jersey
$1.4M +$1.4M +85,982 New
IEFM
127
IQ EQ Fund Management
Ireland
$1.39M – – –
ACM
128
AlphaCrest Capital Management
New York
$1.39M +$1.39M +87,598 New
Canada Life
129
Canada Life
Manitoba, Canada
$1.39M -$13.7M -866,632 -91%
Walleye Trading
130
Walleye Trading
New York
$1.38M +$456K +28,722 +50%
RIG
131
Roosevelt Investment Group
New York
$1.35M +$206K +13,000 +18%
Voloridge Investment Management
132
Voloridge Investment Management
Florida
$1.34M -$5.93M -373,850 -82%
Grantham, Mayo, Van Otterloo & Co (GMO)
133
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.3M -$3.44M -217,100 -73%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$1.29M +$214K +13,500 +20%
MWNA
135
Marshall Wace North America
New York
$1.28M -$6.21M -391,425 -83%
LP
136
LMR Partners
United Kingdom
$1.28M -$5.47M -344,810 -81%
RCM
137
Rings Capital Management
Illinois
$1.27M – – –
Truist Financial
138
Truist Financial
North Carolina
$1.27M +$351K +22,097 +38%
CIP
139
Convergence Investment Partners
Florida
$1.24M +$534K +33,708 +75%
Tudor Investment Corp
140
Tudor Investment Corp
Connecticut
$1.23M +$1.23M +77,222 New
UCFA
141
United Capital Financial Advisors
Texas
$1.2M +$130K +8,184 +12%
NA
142
NewEdge Advisors
Louisiana
$1.19M +$1.19M +74,810 New
HighTower Advisors
143
HighTower Advisors
Illinois
$1.18M +$1.18M +74,470 New
RL
144
Ruffer LLP
United Kingdom
$1.16M +$432K +27,247 +60%
RHAM
145
Round Hill Asset Management
California
$1.15M +$15.9K +1,000 +1%
LPL Financial
146
LPL Financial
California
$1.15M +$277K +17,436 +32%
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$1.13M +$2.7K +170 +0.2%
T. Rowe Price Associates
148
T. Rowe Price Associates
Maryland
$1.1M +$313K +19,752 +40%
Renaissance Technologies
149
Renaissance Technologies
New York
$1.08M -$28.1M -1,770,300 -96%
SOMRS
150
State of Michigan Retirement System
Michigan
$1.06M -$55.5K -3,500 -5%
4 5
6
7 8