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H&R Block
HRB

Overview Fund Activity

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 101 closing their positions.

Holders
383
Holders Change
-60
Holders Change %
-13.54%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
127
Reduced
148
Closed
101
Calls
$8.34M
Puts
$9.66M
Net Calls
-$1.32M
Net Calls Change
-$852K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$86.6M
2
PP
2
Prudential plc
United Kingdom
$52M
3
Invesco
3
Invesco
Georgia
$77.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$395M
5
PCM
5
Polaris Capital Management
Massachusetts
$25.7M

Top Sellers

1
A
1
AustralianSuper
Australia
$0
2
HCM
2
Hamlin Capital Management
New York
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
Bessemer Group
4
Bessemer Group
New Jersey
$1.97M
5
Citadel Advisors
5
Citadel Advisors
Florida
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$395M 28,045,149 +2,018,606 +8%
BlackRock
2
BlackRock
New York
$282M 20,004,557 +353,401 +2%
JAM
3
Jupiter Asset Management
United Kingdom
$160M 11,396,000 +891,000 +8%
State Street
4
State Street
Massachusetts
$144M 10,070,691 +126,640 +1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$96M 6,819,081 -23,001 -0.3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$86.6M 6,152,078 +5,612,893 +1,041%
Invesco
7
Invesco
Georgia
$77.5M 5,501,380 +2,990,527 +119%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$77M 5,468,132 -126,035 -2%
Swedbank
9
Swedbank
Sweden
$66.6M 4,727,812 -4,820 -0.1%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$65.7M 4,669,708 -1,619,876 -26%
Lazard Asset Management
11
Lazard Asset Management
New York
$64.3M 4,568,644 +322,427 +8%
PP
12
Prudential plc
United Kingdom
$52M 3,689,931 +3,662,231 +13,221%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$48.6M 3,459,231 -164,875 -5%
Artisan Partners
14
Artisan Partners
Wisconsin
$47.3M 3,358,111 -314,512 -9%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$46.5M 3,432,623 -1,393,896 -29%
Northern Trust
16
Northern Trust
Illinois
$43.5M 3,092,456 -97,360 -3%
Skandinaviska Enskilda Banken (SEB)
17
Skandinaviska Enskilda Banken (SEB)
Sweden
$39.3M 2,789,800 +588,200 +27%
AQR Capital Management
18
AQR Capital Management
Connecticut
$34M 2,420,028 -834,010 -26%
Norges Bank
19
Norges Bank
Norway
$31.5M 2,234,102 +59,501 +3%
Los Angeles Capital Management
20
Los Angeles Capital Management
California
$30.5M 2,167,751 -177,424 -8%
Goldman Sachs
21
Goldman Sachs
New York
$28.5M 2,022,528 -598,316 -23%
PCM
22
Polaris Capital Management
Massachusetts
$25.7M 1,826,300 +1,826,300 New
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$23.3M 1,652,367 +54,129 +3%
MAM
24
Martingale Asset Management
Massachusetts
$21.7M 1,539,291 +156,835 +11%
Charles Schwab
25
Charles Schwab
California
$19.2M 1,365,499 +31,167 +2%
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