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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 %
TCMG
201
TSP Capital Management Group
New Jersey
$464K -$458K – –
PCS
202
Personal CFO Solutions
New Jersey
$462K +$196K +13,748 +74%
WBC
203
Westpac Banking Corp
Australia
$454K +$61.4K +4,300 +16%
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$452K -$3.41K -239 -0.7%
MSL
205
Mackay Shields LLC
New York
$447K +$15.4K +1,081 +4%
First Manhattan
206
First Manhattan
New York
$445K -$68.6K -4,808 -13%
Wolverine Trading
207
Wolverine Trading
Illinois
$440K +$149K +10,498 +51%
Marshall Wace
208
Marshall Wace
United Kingdom
$436K +$436K +30,501 New
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$434K +$94.9K +6,637 +28%
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$432K +$75.6K +5,299 +21%
ACP
211
Ashfield Capital Partners
California
$428K – – –
Wealthfront Advisers
212
Wealthfront Advisers
California
$423K +$423K +29,626 New
PAMU
213
Pictet Asset Management (UK)
United Kingdom
$415K +$18.6K +1,300 +5%
MSA
214
Mason Street Advisors
Wisconsin
$392K -$5.41K -379 -1%
CI Investments Inc
215
CI Investments Inc
Ontario, Canada
$387K +$2.18K +153 +0.6%
MOACM
216
Mutual of America Capital Management
New York
$381K -$86 -6 -0%
FAAS
217
First Allied Advisory Services
California
$381K +$82.4K +5,771 +28%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$379K -$9.38K -656 -2%
EP
219
Edgestream Partners
New Jersey
$370K -$283K -19,816 -43%
State of Wisconsin Investment Board
220
State of Wisconsin Investment Board
Wisconsin
$364K -$16K -1,120 -4%
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$352K -$1.85M -129,326 -84%
MAM
222
Meeder Asset Management
Ohio
$338K -$81.5K -5,706 -19%
CCP
223
Corient Capital Partners
California
$334K +$14.2K +992 +4%
Bessemer Group
224
Bessemer Group
New Jersey
$328K -$1.67M -116,972 -84%
EWM
225
Endurance Wealth Management
Rhode Island
$328K -$101K -7,075 -24%
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9
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