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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 %
Wolverine Trading
176
Wolverine Trading
Illinois
$764K -$97.3K -4,462 -11%
Walleye Trading
177
Walleye Trading
New York
$763K -$1.13M -51,747 -60%
OTPPB
178
Ontario Teachers' Pension Plan Board
Ontario, Canada
$756K +$756K +34,693 New
Sumitomo Mitsui Trust Group
179
Sumitomo Mitsui Trust Group
Japan
$748K – – –
NMERB
180
New Mexico Educational Retirement Board
New Mexico
$737K – – –
Voloridge Investment Management
181
Voloridge Investment Management
Florida
$735K -$1.1M -50,583 -60%
X
182
Xponance
Pennsylvania
$712K -$25.3K -1,162 -3%
Group One Trading
183
Group One Trading
Illinois
$710K -$217K -9,975 -23%
AB
184
Amalgamated Bank
New York
$702K -$86.3K -3,958 -11%
EGM
185
Engineers Gate Manager
New York
$686K +$686K +31,490 New
CI Investments Inc
186
CI Investments Inc
Ontario, Canada
$674K -$123K -5,639 -15%
MSL
187
Mackay Shields LLC
New York
$672K -$2.05M -94,195 -75%
NMIMC
188
Northwestern Mutual Investment Management Company
Wisconsin
$667K -$708K -32,469 -51%
ACP
189
Ashfield Capital Partners
California
$654K – – –
CIG
190
Cairn Investment Group
Washington
$652K -$43.6K -2,000 -6%
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$652K – – –
SOADOR
192
State of Alaska Department of Revenue
Alaska
$626K -$23.2K -1,066 -4%
TRSOTSOK
193
Teachers Retirement System of the State of Kentucky
Kentucky
$615K -$58.9K -2,700 -9%
Osaic Holdings
194
Osaic Holdings
Arizona
$611K -$1.58M -72,225 -72%
SC
195
Scotia Capital
Ontario, Canada
$601K +$206K +9,471 +52%
Wealthfront Advisers
196
Wealthfront Advisers
California
$600K -$27.7K -1,271 -4%
BAMF
197
BI Asset Management Fondsmaeglerselskab
Denmark
$588K +$134K +6,158 +30%
Prudential Financial
198
Prudential Financial
New Jersey
$578K -$76K -3,481 -12%
Handelsbanken Fonder
199
Handelsbanken Fonder
Sweden
$576K -$262K -12,000 -31%
OAM
200
Occidental Asset Management
California
$567K +$567K +25,990 New
6 7
8
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