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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 %
WG
201
Winton Group
United Kingdom
$562K +$185K +8,504 +49%
Aberdeen Group
202
Aberdeen Group
United Kingdom
$557K +$3.77K +173 +0.7%
TCMG
203
TSP Capital Management Group
New Jersey
$545K -$10.9K -500 -2%
SEC
204
Seven Eight Capital
New York
$544K – – –
CAM
205
ClariVest Asset Management
California
$541K -$153 -7 -0%
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$538K +$508K +23,297 +1,672%
EMG
207
ETF Managers Group
New Jersey
$523K +$63.7K +2,923 +14%
State of Wisconsin Investment Board
208
State of Wisconsin Investment Board
Wisconsin
$511K -$32.8K -1,502 -6%
Acadian Asset Management
209
Acadian Asset Management
Massachusetts
$510K -$9.44M -433,454 -95%
TCM
210
Tuttle Capital Management
Connecticut
$507K +$507K +23,275 New
AIC
211
Archer Investment Corporation
Indiana
$497K +$17.4K +800 +4%
US Bancorp
212
US Bancorp
Minnesota
$495K +$2.6K +119 +0.5%
LAM
213
Lingohr Asset Management
Germany
$493K +$54.8K +2,514 +12%
SSA
214
Schonfeld Strategic Advisors
New York
$489K +$489K +22,436 New
HT
215
HAP Trading
New York
$485K -$114K -5,232 -19%
Teacher Retirement System of Texas
216
Teacher Retirement System of Texas
Texas
$472K +$85K +3,901 +22%
QC
217
Quadrature Capital
United Kingdom
$463K +$68.2K +3,128 +17%
AG
218
AIA Group
Hong Kong
$453K +$453K +20,800 New
SC
219
Sovarnum Capital
New York
$436K +$436K +20,000 New
OFG
220
OmniStar Financial Group
North Carolina
$435K -$640K -29,326 -60%
Zurich Cantonal Bank
221
Zurich Cantonal Bank
Switzerland
$434K -$46.9K -2,150 -10%
CWM
222
CIBC World Markets
New York
$429K -$2.43M -111,506 -85%
CICI
223
Capital Investment Counsel Inc
North Carolina
$419K -$22.9K -1,050 -5%
ASN
224
Advisory Services Network
Georgia
$407K +$403K +18,520 +11,090%
JF
225
Jump Financial
Illinois
$399K +$144K +6,600 +56%
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