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

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$0
2
APG Asset Management
APG Asset Management
Netherlands
$55.6M
3
Deutsche Bank
Deutsche Bank
Germany
$19.1M
4
DZ Bank
DZ Bank
Germany
$4.94M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCIM
176
Meadow Creek Investment Management
Georgia
$1.47M +$668K +28,292 +83%
CIBC World Market
177
CIBC World Market
Ontario, Canada
$1.45M -$679K -28,736 -32%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$1.44M +$120K +5,084 +9%
OTPPB
179
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.44M -$542K -22,927 -27%
Caisse de Depot et Placement du Quebec (CDPQ)
180
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.41M +$44.9K +1,900 +3%
Voloridge Investment Management
181
Voloridge Investment Management
Florida
$1.3M -$5.99M -253,761 -82%
MIM
182
MetLife Investment Management
New Jersey
$1.29M -$33.4K -1,412 -3%
Pacer Advisors
183
Pacer Advisors
Pennsylvania
$1.28M -$442K -18,701 -26%
Nomura Asset Management
184
Nomura Asset Management
Japan
$1.28M +$39.8K +1,686 +3%
RT
185
Rockland Trust
Massachusetts
$1.26M -$315K -13,375 -20%
Assenagon Asset Management
186
Assenagon Asset Management
Luxembourg
$1.26M – – –
RIM
187
Redpoint Investment Management
Australia
$1.24M +$65.1K +2,758 +6%
GCP
188
GSA Capital Partners
United Kingdom
$1.23M +$574K +24,275 +88%
GIBU
189
Gulf International Bank (UK)
United Kingdom
$1.2M – – –
USAA
190
United Services Automobile Association
Texas
$1.2M -$1.91M -80,944 -62%
State of Tennessee, Department of Treasury
191
State of Tennessee, Department of Treasury
Tennessee
$1.18M +$70.1K +2,968 +6%
Treasurer of the State of North Carolina
192
Treasurer of the State of North Carolina
North Carolina
$1.15M -$2.63M -111,410 -70%
SOMRS
193
State of Michigan Retirement System
Michigan
$1.14M -$9.45K -400 -0.8%
QI
194
QS Investors
New York
$1.14M – – –
Comerica Bank
195
Comerica Bank
Texas
$1.13M -$5.42K -218 -0.5%
HI
196
Human Investing
Oregon
$1.12M +$9.26K +392 +0.8%
FAN
197
Financial Advisors Network
California
$1.11M +$60.1K +2,547 +6%
EWM
198
Endurance Wealth Management
Rhode Island
$1.1M -$127K -5,375 -10%
BCIM
199
British Columbia Investment Management
British Columbia, Canada
$1.1M -$856K -36,255 -44%
ACM
200
Argyle Capital Management
Pennsylvania
$1.09M – – –
6 7
8
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