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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 %
QI
176
QS Investors
New York
$634K -$41.6K -2,954 -6%
Comerica Bank
177
Comerica Bank
Texas
$634K -$6.83K -464 -1%
CB
178
Commerce Bank
Missouri
$632K +$1.76K +125 +0.3%
Wellington Management Group
179
Wellington Management Group
Massachusetts
$576K -$104K -7,425 -15%
PP
180
Paloma Partners
Connecticut
$566K -$8.87M -630,587 -94%
TC
181
Trilogy Capital
California
$566K +$566K +37,973 New
EGM
182
Engineers Gate Manager
New York
$553K +$290K +20,614 +110%
USAA
183
United Services Automobile Association
Texas
$550K – – –
American Century Companies
184
American Century Companies
Missouri
$548K -$184K -13,096 -25%
XK
185
Xact Kapitalforvaltning
Sweden
$541K – – –
URS
186
Utah Retirement Systems
Utah
$535K -$4.22K -300 -0.8%
CS
187
Candriam SCA
Luxembourg
$527K – – –
M&T Bank
188
M&T Bank
New York
$526K +$37.1K +2,638 +8%
FTIOP
189
Fiduciary Trust International of Pennsylvania
Pennsylvania
$522K – – –
Jennison Associates
190
Jennison Associates
New York
$518K +$518K +36,772 New
CCM
191
Cadence Capital Management
Massachusetts
$513K +$5.01K +356 +1%
FAM
192
Formidable Asset Management
Ohio
$509K -$72.3K -5,138 -12%
First Manhattan
193
First Manhattan
New York
$506K -$24K -1,711 -5%
US Bancorp
194
US Bancorp
Minnesota
$501K +$120K +8,551 +32%
TPSF
195
Texas Permanent School Fund
Texas
$499K +$12.5K +889 +3%
ACM
196
AlphaCrest Capital Management
New York
$497K -$68.1K -4,842 -12%
HSA
197
Hussman Strategic Advisors
Maryland
$493K – – –
SOADOR
198
State of Alaska Department of Revenue
Alaska
$473K +$21.9K +1,556 +5%
TCMG
199
TSP Capital Management Group
New Jersey
$458K -$824K – –
NA
200
Navellier & Associates
Nevada
$451K -$3.64K -259 -0.8%
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8
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