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

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
APG Asset Management
2
APG Asset Management
Netherlands
$55.6M
3
Deutsche Bank
3
Deutsche Bank
Germany
$19.1M
4
DZ Bank
4
DZ Bank
Germany
$4.94M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
151
Aperio Group
California
$2.1M -$1.09M -45,963 -34%
EGM
152
Engineers Gate Manager
New York
$2.04M +$2.04M +86,521 New
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.02M +$13.4K +567 +0.7%
CPO
154
Cerity Partners OCIO
New York
$1.91M -$95.5K -4,045 -5%
IEFM
155
IQ EQ Fund Management
Ireland
$1.88M +$1.88M +79,518 New
GHCM
156
Glen Harbor Capital Management
California
$1.88M +$851K +36,008 +83%
Two Sigma Advisers
157
Two Sigma Advisers
New York
$1.87M -$1.76M -74,500 -48%
Royal London Asset Management
158
Royal London Asset Management
United Kingdom
$1.85M +$1.85M +78,208 New
CSS
159
Cubist Systematic Strategies
Connecticut
$1.83M +$808K +34,185 +79%
BC
160
Brinker Capital
Pennsylvania
$1.79M +$14K +590 +0.8%
TAF
161
Tredje AP-fonden
Sweden
$1.77M +$598K +25,065 +51%
SC
162
Scotia Capital
Ontario, Canada
$1.76M +$64.8K +2,742 +4%
Aviva
163
Aviva
United Kingdom
$1.72M -$65.8K -2,783 -4%
B
164
Barings
North Carolina
$1.7M -$92.1K -3,900 -5%
GH
165
GAM Holding
Switzerland
$1.7M -$272K -11,532 -14%
EP
166
Edgestream Partners
New Jersey
$1.66M +$1.66M +70,339 New
FL
167
Fort LP
Maryland
$1.65M +$796K +33,717 +93%
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$1.6M +$263K +11,130 +20%
CC
169
Cipher Capital
New York
$1.57M +$1.57M +66,556 New
RCM
170
Riverhead Capital Management
Delaware
$1.57M +$664K +28,100 +74%
AAM
171
Auxier Asset Management
Oregon
$1.55M -$33.3K -1,410 -2%
CI
172
CX Institutional
Indiana
$1.54M +$1.54M +65,265 +233,089%
RJA
173
Raymond James & Associates
Florida
$1.52M +$179K +7,591 +13%
RHAM
174
Round Hill Asset Management
California
$1.5M -$21.3K -900 -1%
FAF
175
Fjarde Ap-fonden
Sweden
$1.49M +$78K +3,300 +6%
5 6
7
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