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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $3.73B invested in H&R Block in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 50 closing their positions.

Holders
391
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
6.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
57
Increased
108
Reduced
140
Closed
50
Calls
$28.3M
Puts
$35.1M
Net Calls
-$6.85M
Net Calls Change
+$2.15M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.6M
2
American Century Companies
2
American Century Companies
Missouri
$38.5M
3
Northern Trust
3
Northern Trust
Illinois
$76.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$44M
5
AssetMark Inc
5
AssetMark Inc
California
$12.6M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.14M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$626M
3
Franklin Resources
3
Franklin Resources
California
$34.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.2M
5
Man Group
5
Man Group
United Kingdom
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
MC
151
Maverick Capital
Texas
$1.5M 59,803 +59,803 New
COPPSERS
152
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.47M 58,825 -1,616 -3%
BC
153
Barnett & Company
Tennessee
$1.47M 58,850 -600 -1%
DADC
154
D.A. Davidson & Co
Montana
$1.47M 58,746 +6,854 +13%
Asset Management One
155
Asset Management One
Japan
$1.47M 58,787 +9,761 +20%
CIP
156
Convergence Investment Partners
Florida
$1.45M 58,049 -16,679 -22%
AIMCA
157
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.42M 56,800 – –
HCM
158
Huber Capital Management
California
$1.39M 55,617 -14,000 -20%
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$1.37M 54,961 -75,084 -58%
Simplex Trading
160
Simplex Trading
Illinois
$1.29M 54,056 – –
SA
161
Shilanski & Associates
Alaska
$1.25M 50,041 +50,041 New
ASRS
162
Arizona State Retirement System
Arizona
$1.24M 49,420 -438 -0.9%
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$1.24M 49,406 -5,539 -10%
HCM
164
Hodges Capital Management
Texas
$1.19M 47,723 +18,723 +65%
AIP
165
Ameritas Investment Partners
Nebraska
$1.18M 47,165 -1,874 -4%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$1.16M 46,541 -149,209 -76%
ACM
167
Argyle Capital Management
Pennsylvania
$1.15M 45,950 – –
LSERS
168
Louisiana State Employees Retirement System
Louisiana
$1.14M 45,400 -1,700 -4%
SOMRS
169
State of Michigan Retirement System
Michigan
$1.12M 44,600 -1,100 -2%
UCFA
170
United Capital Financial Advisors
Texas
$1.11M 44,537 -23,008 -34%
WI
171
WBI Investments
New Jersey
$1.11M 44,557 +44,557 New
Macquarie Group
172
Macquarie Group
Australia
$1.11M 44,246 – –
OQS
173
Occudo Quantitative Strategies
Florida
$1.08M 43,229 +28,347 +190%
WG
174
Winton Group
United Kingdom
$1.06M 42,328 +17,787 +72%
RL
175
Ruffer LLP
United Kingdom
$1.01M 40,000 – –
5 6
7
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