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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 %
SB
176
Simmons Bank
Arkansas
$604K +$258K +18,071 +75%
CIBC World Market
177
CIBC World Market
Ontario, Canada
$596K -$360K -25,197 -38%
CIP
178
Convergence Investment Partners
Florida
$588K +$157K +11,010 +36%
USAA
179
United Services Automobile Association
Texas
$585K +$27K +1,890 +5%
State of Tennessee, Department of Treasury
180
State of Tennessee, Department of Treasury
Tennessee
$565K -$90.4K -6,330 -14%
Handelsbanken Fonder
181
Handelsbanken Fonder
Sweden
$548K +$548K +38,400 New
AB
182
Amalgamated Bank
New York
$539K -$135K -9,468 -20%
US Bancorp
183
US Bancorp
Minnesota
$539K +$30.7K +2,150 +6%
ARTA
184
A.R.T. Advisors
New York
$536K +$536K +37,517 New
OTPPB
185
Ontario Teachers' Pension Plan Board
Ontario, Canada
$534K +$534K +37,427 New
SSA
186
Schonfeld Strategic Advisors
New York
$531K +$531K +37,190 New
URS
187
Utah Retirement Systems
Utah
$525K -$18.6K -1,300 -3%
HW
188
Hancock Whitney
Mississippi
$524K -$299K -20,958 -36%
CCM
189
Cadence Capital Management
Massachusetts
$522K +$1.63K +114 +0.3%
TC
190
Trilogy Capital
California
$517K -$20.3K -1,436 -4%
M&T Bank
191
M&T Bank
New York
$514K -$19.6K -1,370 -4%
MLICM
192
Metropolitan Life Insurance Company (MetLife)
New York
$506K +$64.9K +4,547 +15%
HSA
193
Hussman Strategic Advisors
Maryland
$500K – – –
DTL
194
Dynamic Technology Lab
Singapore
$497K +$497K +34,806 New
SOADOR
195
State of Alaska Department of Revenue
Alaska
$488K +$8.24K +578 +2%
TPSF
196
Texas Permanent School Fund
Texas
$484K -$21.7K -1,520 -4%
Simplex Trading
197
Simplex Trading
Illinois
$481K +$405K +28,382 +532%
FL
198
Fort LP
Maryland
$475K -$995K -69,735 -68%
Acadian Asset Management
199
Acadian Asset Management
Massachusetts
$474K +$474K +33,255 New
FAM
200
Formidable Asset Management
Ohio
$469K -$83.8K -5,483 -15%
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8
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