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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
1
Unigestion Holding
Switzerland
$80.4M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$104M
3
JAM
3
Jupiter Asset Management
United Kingdom
$162M
4
State Street
4
State Street
Massachusetts
$311M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$102M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
APG Asset Management
2
APG Asset Management
Netherlands
$55.6M
3
Deutsche Bank
3
Deutsche Bank
Germany
$19.1M
4
DZ Bank
4
DZ Bank
Germany
$4.94M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
201
Flinton Capital Management
Pennsylvania
$1.07M +$486K +20,576 +83%
ACA
202
Aptus Capital Advisors
Alabama
$1.07M -$348K -14,740 -25%
EVM
203
Eaton Vance Management
Massachusetts
$1.06M – – –
CB
204
Commerce Bank
Missouri
$1.06M +$51.8K +2,194 +5%
AB
205
Amalgamated Bank
New York
$1.06M +$14.3K +607 +1%
First Manhattan
206
First Manhattan
New York
$1.05M -$124K -5,240 -11%
MME
207
Meag Munich Ergo
Germany
$1.04M +$164K +7,060 +19%
WI
208
WBI Investments
New Jersey
$992K -$1.78M -75,402 -64%
EF
209
Empirical Finance
Pennsylvania
$976K -$1.39M -58,629 -59%
HighTower Advisors
210
HighTower Advisors
Illinois
$958K +$792K +33,892 +478%
Public Sector Pension Investment Board (PSP Investments)
211
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$930K -$7.12M -301,534 -88%
THWM
212
Taylor Hoffman Wealth Management
Virginia
$916K -$874 -37 -0.1%
URS
213
Utah Retirement Systems
Utah
$913K +$2.36K +100 +0.3%
XK
214
Xact Kapitalforvaltning
Sweden
$907K +$291K +12,300 +47%
LAM
215
Lingohr Asset Management
Germany
$894K – – –
JG
216
Jefferies Group
New York
$892K +$616K +26,069 +223%
TPSF
217
Texas Permanent School Fund
Texas
$883K -$42.9K -1,816 -5%
FTIOP
218
Fiduciary Trust International of Pennsylvania
Pennsylvania
$876K – – –
NIT
219
NumerixS Investment Technologies
British Columbia, Canada
$867K +$867K +36,704 New
M&T Bank
220
M&T Bank
New York
$865K -$3.71K -157 -0.4%
Bank of Nova Scotia
221
Bank of Nova Scotia
Ontario, Canada
$861K -$3.63M -153,680 -81%
US Bancorp
222
US Bancorp
Minnesota
$854K -$4.74K -201 -0.6%
SOADOR
223
State of Alaska Department of Revenue
Alaska
$843K -$327K -13,853 -28%
Mitsubishi UFJ Asset Management
224
Mitsubishi UFJ Asset Management
Japan
$840K +$8.22K +348 +1%
TCMG
225
TSP Capital Management Group
New Jersey
$836K -$1.04M – –
7 8
9
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