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H&R Block
HRB

Overview Fund Activity

375 hedge funds and large institutions have $2.76B invested in H&R Block in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 72 closing their positions.

Holders
375
Holders Change
-7
Holders Change %
-1.83%
% of All Funds
7.59%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
67
Increased
119
Reduced
141
Closed
72
Calls
$19.6M
Puts
$24.4M
Net Calls
-$4.8M
Net Calls Change
+$1.16M

Top Buyers

1
BlackRock
1
BlackRock
New York
$350M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$98.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$29.9M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$34.1M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$82.1M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10.1M
2
PP
2
Prudential plc
United Kingdom
$0
3
State Street
3
State Street
Massachusetts
$116M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$386M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$44.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$386M 23,697,734 -3,871,221 -14%
BlackRock
2
BlackRock
New York
$350M 21,463,338 +2,138,820 +11%
JAM
3
Jupiter Asset Management
United Kingdom
$212M 13,035,000 +325,000 +3%
State Street
4
State Street
Massachusetts
$116M 7,033,487 -3,850,375 -35%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$98.7M 6,057,718 +2,015,249 +50%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$93.9M 5,763,659 -556,684 -9%
Lazard Asset Management
7
Lazard Asset Management
New York
$82.1M 5,037,864 +1,578,029 +46%
AQR Capital Management
8
AQR Capital Management
Connecticut
$51.3M 3,148,270 +1,240,973 +65%
Artisan Partners
9
Artisan Partners
Wisconsin
$51M 3,132,708 -128,431 -4%
Swedbank
10
Swedbank
Sweden
$47.3M 2,903,119 -1,610,985 -36%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$44.3M 2,716,440 -2,896,450 -52%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$39.1M 2,399,910 +1,317,240 +122%
Norges Bank
13
Norges Bank
Norway
$39M 2,394,986 -435,099 -15%
Northern Trust
14
Northern Trust
Illinois
$35.4M 2,172,672 -789,963 -27%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$34.6M 2,122,497 +1,263,206 +147%
Two Sigma Investments
16
Two Sigma Investments
New York
$34.1M 2,093,193 +1,664,565 +388%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$33.8M 2,072,773 -1,240,504 -37%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$32.7M 2,006,504 -207,664 -9%
Goldman Sachs
19
Goldman Sachs
New York
$30.2M 1,856,735 -187,843 -9%
Renaissance Technologies
20
Renaissance Technologies
New York
$29.9M 1,838,100 +1,838,100 New
Man Group
21
Man Group
United Kingdom
$29.5M 1,812,552 +1,340,378 +284%
CC
22
Carlson Capital
Texas
$28.8M 1,768,369 -12,970 -0.7%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$26.6M 1,644,275 +107,422 +7%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$26.6M 1,631,023 -311,282 -16%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$23.4M 1,439,323 +1,439,323 New
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