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H&R Block
HRB

Overview Fund Activity

443 hedge funds and large institutions have $4.54B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 179 reducing their positions, and 56 closing their positions.

Holders
443
Holders Change
+11
Holders Change %
+2.55%
% of All Funds
8.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
78
Increased
120
Reduced
179
Closed
56
Calls
$13.1M
Puts
$13.5M
Net Calls
-$468K
Net Calls Change
-$4.56M

Top Buyers

1
JAM
1
Jupiter Asset Management
United Kingdom
$247M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$148M
3
Citadel Advisors
3
Citadel Advisors
Florida
$67.5M
4
Squarepoint
4
Squarepoint
New York
$30.7M
5
SOMRS
5
State of Michigan Retirement System
Michigan
$30.5M

Top Sellers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$9.41M
2
State Street
2
State Street
Massachusetts
$236M
3
BlackRock
3
BlackRock
New York
$461M
4
APG Asset Management
4
APG Asset Management
Netherlands
$14.3M
5
Northern Trust
5
Northern Trust
Illinois
$74.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$611M 26,026,543 +452,218 +2%
BlackRock
2
BlackRock
New York
$461M 19,651,156 -2,275,625 -10%
JAM
3
Jupiter Asset Management
United Kingdom
$247M 10,505,000 +3,645,697 +53%
State Street
4
State Street
Massachusetts
$236M 9,944,051 -3,069,778 -24%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$161M 6,842,082 -47,078 -0.7%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$148M 6,289,584 +1,885,054 +43%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$131M 5,594,167 -33,005 -0.6%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$113M 4,826,519 +569,476 +13%
Swedbank
9
Swedbank
Sweden
$111M 4,732,632 +83,459 +2%
Lazard Asset Management
10
Lazard Asset Management
New York
$99.7M 4,246,217 +863,289 +26%
A
11
AustralianSuper
Australia
$95.9M 4,085,417 +1,084,768 +36%
Artisan Partners
12
Artisan Partners
Wisconsin
$86.2M 3,672,623 -89,094 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$85M 3,624,106 +7,540 +0.2%
AQR Capital Management
14
AQR Capital Management
Connecticut
$76.2M 3,254,038 -1,093,977 -25%
Northern Trust
15
Northern Trust
Illinois
$74.9M 3,189,816 -1,458,225 -31%
Citadel Advisors
16
Citadel Advisors
Florida
$67.5M 2,874,828 +1,717,972 +149%
Goldman Sachs
17
Goldman Sachs
New York
$61.5M 2,620,844 -1,231,289 -32%
Invesco
18
Invesco
Georgia
$59M 2,510,853 +64,662 +3%
HCM
19
Hamlin Capital Management
New York
$55.4M 2,360,363 -23,796 -1%
Los Angeles Capital Management
20
Los Angeles Capital Management
California
$55.1M 2,345,175 -843,040 -26%
Bessemer Group
21
Bessemer Group
New Jersey
$53.2M 2,265,907 -3,425 -0.2%
Skandinaviska Enskilda Banken (SEB)
22
Skandinaviska Enskilda Banken (SEB)
Sweden
$51.7M 2,201,600 +920,195 +72%
Norges Bank
23
Norges Bank
Norway
$51.1M 2,174,601 -174,400 -7%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$37.5M 1,598,238 +10,563 +0.7%
Wells Fargo
25
Wells Fargo
California
$37M 1,576,324 -845,830 -35%
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