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

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$0
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$23.1M
3
MAM
3
Martingale Asset Management
Massachusetts
$1.74M
4
Skandinaviska Enskilda Banken (SEB)
4
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.8M
5
SOMRS
5
State of Michigan Retirement System
Michigan
$702K
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$904K +$904K +63,283 New
AAM
152
Advisors Asset Management
Colorado
$897K +$897K +62,804 New
Toronto Dominion Bank
153
Toronto Dominion Bank
Ontario, Canada
$876K -$197K -13,781 -18%
PHK
154
Point72 Hong Kong
Hong Kong
$855K +$855K +59,842 New
LPL Financial
155
LPL Financial
California
$812K +$144K +10,072 +22%
N
156
Natixis
France
$812K +$812K +56,873 New
Truist Financial
157
Truist Financial
North Carolina
$809K -$1.03M -72,080 -56%
Jane Street
158
Jane Street
New York
$801K -$215K -15,053 -21%
SMDAM
159
Sumitomo Mitsui DS Asset Management
Japan
$799K -$369K -25,854 -32%
Pacer Advisors
160
Pacer Advisors
Pennsylvania
$796K +$2.94K +206 +0.4%
GI
161
GAMCO Investors
Connecticut
$762K -$11.1M -774,078 -94%
QIM
162
Quantitative Investment Management
Virginia
$744K -$31.8K -2,226 -4%
PAM
163
Panagora Asset Management
Massachusetts
$738K -$769K -53,839 -51%
MIM
164
MetLife Investment Management
New Jersey
$713K -$5.87K -411 -0.8%
SOMRS
165
State of Michigan Retirement System
Michigan
$702K -$17.8M -1,246,304 -96%
MML Investors Services
166
MML Investors Services
Massachusetts
$701K +$455K +31,846 +185%
ACM
167
Argyle Capital Management
Pennsylvania
$656K – – –
Comerica Bank
168
Comerica Bank
Texas
$653K +$34.1K +2,371 +6%
EVM
169
Eaton Vance Management
Massachusetts
$649K -$12.7K -890 -2%
AWM
170
AE Wealth Management
Kansas
$646K +$646K +45,236 New
QI
171
QS Investors
New York
$643K – – –
CB
172
Commerce Bank
Missouri
$641K +$1.13K +79 +0.2%
CIG
173
Cairn Investment Group
Washington
$635K -$96.3K -6,745 -13%
B
174
Barings
North Carolina
$635K – – –
ASRS
175
Arizona State Retirement System
Arizona
$629K -$43.6K -3,054 -6%
5 6
7
8 9