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H&R Block
HRB

Overview Fund Activity

374 hedge funds and large institutions have $3.36B invested in H&R Block in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+7
Holders Change %
+1.91%
% of All Funds
6.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
61
Increased
100
Reduced
141
Closed
53
Calls
$29M
Puts
$44.3M
Net Calls
-$15.3M
Net Calls Change
-$12.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$74.9M
2
Franklin Resources
Franklin Resources
California
$83.4M
3
PCM
Peregrine Capital Management
Minnesota
$21.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$19.7M
5
FFH
Fairfax Financial Holdings
Ontario, Canada
$16.8M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$54.7M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$14.8M
3
Lazard Asset Management
Lazard Asset Management
New York
$141M
4
Citadel Advisors
Citadel Advisors
Florida
$5.99M
5
JAM
Jupiter Asset Management
United Kingdom
$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
126
LPL Financial
California
$1.65M +$65.4K +3,000 +4%
Boston Partners
127
Boston Partners
Massachusetts
$1.63M +$1.63M +74,536 New
HCM
128
Huber Capital Management
California
$1.61M +$1.61M +73,717 New
RHAM
129
Round Hill Asset Management
California
$1.58M -$4.49K -206 -0.3%
HSA
130
Hussman Strategic Advisors
Maryland
$1.57M +$792K +36,300 +102%
Two Sigma Advisers
131
Two Sigma Advisers
New York
$1.56M -$12.8M -587,300 -89%
EP
132
Edgestream Partners
New Jersey
$1.54M +$1.54M +70,522 New
RL
133
Ruffer LLP
United Kingdom
$1.53M -$65.5K -3,000 -4%
RJA
134
Raymond James & Associates
Florida
$1.52M +$212K +9,735 +16%
UCFA
135
United Capital Financial Advisors
Texas
$1.5M -$141K -6,472 -9%
WI
136
WBI Investments
New Jersey
$1.5M +$330K +15,132 +28%
American Century Companies
137
American Century Companies
Missouri
$1.49M -$459K -21,079 -24%
SOMRS
138
State of Michigan Retirement System
Michigan
$1.48M +$24K +1,100 +2%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$1.47M -$76.5K -3,510 -5%
Pacer Advisors
140
Pacer Advisors
Pennsylvania
$1.43M -$14K -640 -1%
MCM
141
Mork Capital Management
California
$1.41M – – –
AAM
142
Auxier Asset Management
Oregon
$1.37M -$4.69K -215 -0.3%
COPPSERS
143
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.33M -$1.31K -60 -0.1%
OPERF
144
Oregon Public Employees Retirement Fund
Oregon
$1.33M -$65.4K -3,000 -5%
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$1.27M +$161K +7,367 +14%
SG Americas Securities
146
SG Americas Securities
New York
$1.26M -$3.18M -145,771 -72%
AIMCA
147
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.24M – – –
ASRS
148
Arizona State Retirement System
Arizona
$1.22M +$7.28K +334 +0.6%
WCM
149
Weld Capital Management
New York
$1.15M +$1.15M +52,929 New
HSBC Holdings
150
HSBC Holdings
United Kingdom
$1.13M -$1.02M -46,908 -48%
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