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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$604M 25,574,325 -722,397 -3%
BlackRock
2
BlackRock
New York
$518M 21,926,781 -336,140 -2%
State Street
3
State Street
Massachusetts
$311M 13,013,829 +1,566,660 +14%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$163M 6,889,160 -818,039 -11%
JAM
5
Jupiter Asset Management
United Kingdom
$162M 6,859,303 +1,679,595 +32%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$133M 5,627,172 -43,574 -0.8%
Swedbank
7
Swedbank
Sweden
$110M 4,649,173 -50,924 -1%
Northern Trust
8
Northern Trust
Illinois
$110M 4,648,041 +374,024 +9%
AAMU
9
Amundi Asset Management US
Massachusetts
$109M 4,628,201 -143,879 -3%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$104M 4,404,530 +1,821,001 +70%
AQR Capital Management
11
AQR Capital Management
Connecticut
$102M 4,348,015 +1,468,432 +51%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$99.3M 4,257,043 -188,486 -4%
Goldman Sachs
13
Goldman Sachs
New York
$91M 3,852,133 +763,675 +25%
Artisan Partners
14
Artisan Partners
Wisconsin
$88.9M 3,761,717 -139,693 -4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$85.3M 3,616,566 +16,997 +0.5%
UH
16
Unigestion Holding
Switzerland
$80.4M 3,405,230 +1,929,344 +131%
Lazard Asset Management
17
Lazard Asset Management
New York
$79.9M 3,382,928 +1,135,343 +51%
Los Angeles Capital Management
18
Los Angeles Capital Management
California
$75.3M 3,188,215 +1,043,344 +49%
A
19
AustralianSuper
Australia
$70.9M 3,000,649 -128,545 -4%
Invesco
20
Invesco
Georgia
$57.8M 2,446,191 -151,241 -6%
Wells Fargo
21
Wells Fargo
California
$57.2M 2,422,154 -125,129 -5%
HCM
22
Hamlin Capital Management
New York
$56.3M 2,384,159 +366,132 +18%
APG Asset Management
23
APG Asset Management
Netherlands
$55.6M 2,568,250 -1,996,499 -44%
Norges Bank
24
Norges Bank
Norway
$55.5M 2,349,001 +18,721 +0.8%
Bessemer Group
25
Bessemer Group
New Jersey
$53.6M 2,269,332 +33,531 +1%
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