HRB icon

H&R Block
HRB

Overview Fund Activity

382 hedge funds and large institutions have $2.62B invested in H&R Block in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 144 reducing their positions, and 60 closing their positions.

Holders
382
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
7.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
62
Increased
122
Reduced
144
Closed
60
Calls
$13.5M
Puts
$19.5M
Net Calls
-$5.96M
Net Calls Change
-$4.64M

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$38M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$31.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.4M
4
JAM
4
Jupiter Asset Management
United Kingdom
$181M
5
PP
5
Prudential plc
United Kingdom
$70.2M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$0
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$23.1M
3
MAM
3
Martingale Asset Management
Massachusetts
$1.74M
4
Skandinaviska Enskilda Banken (SEB)
4
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.8M
5
SOMRS
5
State of Michigan Retirement System
Michigan
$702K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$394M 27,568,955 -476,194 -2%
BlackRock
2
BlackRock
New York
$276M 19,324,518 -680,039 -3%
JAM
3
Jupiter Asset Management
United Kingdom
$181M 12,710,000 +1,314,000 +12%
State Street
4
State Street
Massachusetts
$158M 10,883,862 +813,171 +8%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$90.3M 6,320,343 -498,738 -7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$80.2M 5,612,890 -539,188 -9%
Invesco
7
Invesco
Georgia
$79.4M 5,563,283 +61,903 +1%
PP
8
Prudential plc
United Kingdom
$70.2M 4,914,601 +1,224,670 +33%
Swedbank
9
Swedbank
Sweden
$64.5M 4,514,104 -213,708 -5%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$57.7M 4,042,469 -627,239 -13%
Lazard Asset Management
11
Lazard Asset Management
New York
$49.4M 3,459,835 -1,108,809 -24%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$47.3M 3,313,277 -145,954 -4%
Artisan Partners
13
Artisan Partners
Wisconsin
$46.6M 3,261,139 -96,972 -3%
Northern Trust
14
Northern Trust
Illinois
$42.3M 2,962,635 -129,821 -4%
Norges Bank
15
Norges Bank
Norway
$40.4M 2,830,085 +595,983 +27%
GT
16
Glenmede Trust
Pennsylvania
$38M 2,662,639 +2,539,686 +2,066%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$31.6M 2,214,168 +2,214,168 New
Goldman Sachs
18
Goldman Sachs
New York
$29.2M 2,044,578 +22,050 +1%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$27.7M 1,942,305 +289,938 +18%
AQR Capital Management
20
AQR Capital Management
Connecticut
$26.9M 1,907,297 -512,731 -21%
PCM
21
Polaris Capital Management
Massachusetts
$26.8M 1,874,300 +48,000 +3%
CC
22
Carlson Capital
Texas
$25.4M 1,781,339 +1,166,279 +190%
Los Angeles Capital Management
23
Los Angeles Capital Management
California
$25.4M 1,779,270 -388,481 -18%
Morgan Stanley
24
Morgan Stanley
New York
$25.4M 1,778,417 +1,329,554 +296%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$23.1M 1,620,450 -1,812,173 -53%
1
2 3 4 5