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H&R Block
HRB

Overview Fund Activity

367 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
99
Reduced
155
Closed
63
Calls
$23.2M
Puts
$25.8M
Net Calls
-$2.65M
Net Calls Change
+$2.15M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$131M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$59.7M
3
Franklin Resources
Franklin Resources
California
$37.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$407M
5
Morgan Stanley
Morgan Stanley
New York
$29.9M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$4.46M
2
CC
Carlson Capital
Texas
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$1.08M
4
AQR Capital Management
AQR Capital Management
Connecticut
$21.8M
5
KBC Group
KBC Group
Belgium
$322K
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
201
Prudential Financial
New Jersey
$475K -$42.1K -2,657 -8%
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$474K -$27.5K -1,737 -5%
SOADOR
203
State of Alaska Department of Revenue
Alaska
$472K -$49.2K -3,108 -9%
IMRF
204
Illinois Municipal Retirement Fund
Illinois
$468K +$468K +29,523 New
MML Investors Services
205
MML Investors Services
Massachusetts
$467K -$266K -16,782 -36%
CPO
206
Cerity Partners OCIO
New York
$464K -$54.1K -3,416 -10%
Wealthfront Advisers
207
Wealthfront Advisers
California
$456K -$272K -17,164 -37%
HT
208
HAP Trading
New York
$436K +$162K +10,181 +59%
TCMG
209
TSP Capital Management Group
New Jersey
$404K +$404K +25,500 New
Aberdeen Group
210
Aberdeen Group
United Kingdom
$402K -$5.04K -318 -1%
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$397K +$7.18K +453 +2%
State of Wisconsin Investment Board
212
State of Wisconsin Investment Board
Wisconsin
$395K -$16.5K -1,040 -4%
CAM
213
ClariVest Asset Management
California
$393K +$384K +24,200 +4,060%
DA
214
Denali Advisors
California
$373K +$373K +23,532 New
PAMP
215
Polar Asset Management Partners
Ontario, Canada
$369K +$369K +23,281 New
MC
216
Maverick Capital
Texas
$363K +$363K +22,901 New
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$358K -$2.88M -179,012 -89%
US Bancorp
218
US Bancorp
Minnesota
$358K -$325K -20,515 -48%
Zurich Cantonal Bank
219
Zurich Cantonal Bank
Switzerland
$350K – – –
AIC
220
Archer Investment Corporation
Indiana
$349K – – –
BAMF
221
BI Asset Management Fondsmaeglerselskab
Denmark
$330K -$1.56M -98,530 -83%
EMG
222
ETF Managers Group
New Jersey
$327K +$44.3K +2,854 +16%
KBC Group
223
KBC Group
Belgium
$322K -$25.4M -291,218 -99%
CICI
224
Capital Investment Counsel Inc
North Carolina
$322K +$22.7K +1,430 +8%
LAM
225
Lingohr Asset Management
Germany
$319K -$3.84K -242 -1%
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