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H&R Block
HRB

Overview Fund Activity

453 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 48 closing their positions.

Holders
453
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
60
Increased
147
Reduced
171
Closed
48
Calls
$23.6M
Puts
$20.2M
Net Calls
+$3.41M
Net Calls Change
+$2.05M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$49.1M
2
Bessemer Group
2
Bessemer Group
New Jersey
$65.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$67.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$75.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$36.4M

Top Sellers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$1.25B
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$166M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$226M
4
Ameriprise
4
Ameriprise
Minnesota
$27.9M
5
Man Group
5
Man Group
United Kingdom
$39.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AAMU
1
Amundi Asset Management US
Massachusetts
$1.25B 4,772,080 -824,673 -15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$770M 26,296,722 -152,083 -0.6%
BlackRock
3
BlackRock
New York
$652M 22,262,921 -660,613 -3%
State Street
4
State Street
Massachusetts
$338M 11,447,169 +85,393 +0.8%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$226M 7,707,199 -1,861,409 -19%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$166M 5,670,746 -2,035,032 -26%
JAM
7
Jupiter Asset Management
United Kingdom
$152M 5,179,708 +182,078 +4%
Swedbank
8
Swedbank
Sweden
$138M 4,700,097 -495,167 -10%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$130M 4,445,529 -313,217 -7%
Northern Trust
10
Northern Trust
Illinois
$125M 4,274,017 +28,071 +0.7%
APG Asset Management
11
APG Asset Management
Netherlands
$117M 4,564,749 +10,100 +0.2%
Artisan Partners
12
Artisan Partners
Wisconsin
$114M 3,901,410 -298,171 -7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$105M 3,599,569 +56,572 +2%
A
14
AustralianSuper
Australia
$91.7M 3,129,194 +1,038,515 +50%
Goldman Sachs
15
Goldman Sachs
New York
$90.5M 3,088,458 +294,371 +11%
AQR Capital Management
16
AQR Capital Management
Connecticut
$83.8M 2,879,583 -184,171 -6%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$77.2M 2,662,403 +958,079 +56%
Invesco
18
Invesco
Georgia
$76.1M 2,597,432 +23,660 +0.9%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$75.7M 2,583,529 +1,094,227 +73%
Wells Fargo
20
Wells Fargo
California
$74.6M 2,547,283 +96,885 +4%
Norges Bank
21
Norges Bank
Norway
$68.3M 2,330,280 -30,458 -1%
Deutsche Bank
22
Deutsche Bank
Germany
$67.2M 2,295,216 +1,234,907 +116%
Lazard Asset Management
23
Lazard Asset Management
New York
$65.9M 2,247,585 +242,552 +12%
Bessemer Group
24
Bessemer Group
New Jersey
$65.5M 2,235,801 +1,506,977 +207%
UBS AM
25
UBS AM
Illinois
$63.6M 2,170,445 -81,956 -4%
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