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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 %
AIP
151
Ameritas Investment Partners
Nebraska
$1.11M – – –
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$1.06M -$1.79M -82,008 -63%
Macquarie Group
153
Macquarie Group
Australia
$1.05M -$45.1K -2,068 -4%
Federated Hermes
154
Federated Hermes
Pennsylvania
$1.04M -$367K -16,857 -26%
LSERS
155
Louisiana State Employees Retirement System
Louisiana
$1.04M +$41.4K +1,900 +4%
QI
156
QS Investors
New York
$1.04M – – –
GI
157
GAMCO Investors
Connecticut
$1.03M -$43.6K -2,000 -4%
DADC
158
D.A. Davidson & Co
Montana
$1.02M +$1.02M +46,809 New
ACM
159
Argyle Capital Management
Pennsylvania
$1M – – –
EVM
160
Eaton Vance Management
Massachusetts
$999K +$15.3K +703 +2%
Mirae Asset Global Investments
161
Mirae Asset Global Investments
South Korea
$992K -$13.3M -609,497 -93%
BCM
162
Brookstone Capital Management
Illinois
$991K +$991K +45,442 New
BF
163
BOK Financial
Oklahoma
$985K -$143K -6,565 -13%
VCM
164
Voce Capital Management
California
$962K +$962K +44,128 New
PP
165
Paloma Partners
Connecticut
$930K +$3.07K +141 +0.3%
Asset Management One
166
Asset Management One
Japan
$920K +$77.3K +3,547 +9%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$912K +$411K +18,223 +82%
PC
168
Prairiewood Capital
North Dakota
$908K +$908K +41,667 New
MLICM
169
Metropolitan Life Insurance Company (MetLife)
New York
$904K +$16K +736 +2%
Marshall Wace
170
Marshall Wace
United Kingdom
$882K -$12.5M -572,054 -93%
CB
171
Commerce Bank
Missouri
$827K -$76.3K -3,500 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
172
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$810K -$981K -45,000 -55%
Creative Planning
173
Creative Planning
Kansas
$798K -$239K -10,972 -23%
M&T Bank
174
M&T Bank
New York
$776K -$2.01K -92 -0.3%
TC
175
Trilogy Capital
California
$775K +$48.2K +2,209 +7%
5 6
7
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