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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 %
BF
151
BOK Financial
Oklahoma
$943K +$407K +28,918 +76%
CIBC World Market
152
CIBC World Market
Ontario, Canada
$942K +$600K +42,621 +175%
Allianz Asset Management
153
Allianz Asset Management
Germany
$934K -$409K -29,065 -30%
AAM
154
Auxier Asset Management
Oregon
$915K -$7.74K -550 -0.8%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$902K -$4.22K -300 -0.5%
RHAM
156
Round Hill Asset Management
California
$898K +$12.4K +880 +1%
UIM
157
USS Investment Management
United Kingdom
$889K – – –
TD Asset Management
158
TD Asset Management
Ontario, Canada
$848K -$248K -17,598 -23%
HW
159
Hancock Whitney
Mississippi
$812K +$356K +25,246 +78%
GTCM
160
Gyon Technologies Capital Management
New Jersey
$805K +$805K +57,201 New
Pacer Advisors
161
Pacer Advisors
Pennsylvania
$797K +$623K +43,405 +358%
QIM
162
Quantitative Investment Management
Virginia
$765K +$111K +7,866 +17%
CIG
163
Cairn Investment Group
Washington
$721K -$95K -6,750 -12%
MIM
164
MetLife Investment Management
New Jersey
$709K -$21.7K -1,539 -3%
AB
165
Amalgamated Bank
New York
$665K -$22.8K -1,617 -3%
GCP
166
GSA Capital Partners
United Kingdom
$664K +$381K +27,069 +135%
ASRS
167
Arizona State Retirement System
Arizona
$663K +$147K +10,460 +29%
LPL Financial
168
LPL Financial
California
$659K +$221K +15,720 +51%
EVM
169
Eaton Vance Management
Massachusetts
$652K +$859 +61 +0.1%
RJA
170
Raymond James & Associates
Florida
$648K -$103K -7,333 -14%
ACM
171
Argyle Capital Management
Pennsylvania
$647K – – –
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$646K -$8.6K -611 -1%
EP
173
Edgestream Partners
New Jersey
$643K -$2.45M -174,141 -79%
SIM
174
Spark Investment Management
New York
$638K -$1.93M -137,219 -75%
B
175
Barings
North Carolina
$635K -$28.2K -2,000 -4%
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7
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