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H&R Block
HRB

Overview Fund Activity

367 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.

Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
99
Reduced
155
Closed
63
Calls
$23.2M
Puts
$25.8M
Net Calls
-$2.65M
Net Calls Change
+$2.15M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$131M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$59.7M
3
Franklin Resources
3
Franklin Resources
California
$37.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$407M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.9M

Top Sellers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$4.46M
2
CC
2
Carlson Capital
Texas
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.08M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$21.8M
5
KBC Group
5
KBC Group
Belgium
$322K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$407M 25,648,933 +1,951,199 +8%
BlackRock
2
BlackRock
New York
$348M 21,947,874 +484,536 +2%
JAM
3
Jupiter Asset Management
United Kingdom
$219M 13,829,552 +794,552 +6%
Lazard Asset Management
4
Lazard Asset Management
New York
$131M 8,272,674 +3,234,810 +64%
State Street
5
State Street
Massachusetts
$110M 6,839,285 -194,202 -3%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$71.5M 4,509,814 -1,547,904 -26%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$67.1M 4,227,703 -1,535,956 -27%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$59.7M 3,765,576 +2,326,253 +162%
Artisan Partners
9
Artisan Partners
Wisconsin
$46.1M 2,904,715 -227,993 -7%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$41.7M 2,626,586 +620,082 +31%
Norges Bank
11
Norges Bank
Norway
$39.4M 2,483,417 +88,431 +4%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$37.6M 2,369,810 -30,100 -1%
Franklin Resources
13
Franklin Resources
California
$37.3M 2,349,869 +2,258,432 +2,470%
Swedbank
14
Swedbank
Sweden
$36M 2,322,335 -580,784 -20%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$34.1M 2,151,709 +78,936 +4%
Northern Trust
16
Northern Trust
Illinois
$33.4M 2,108,299 -64,373 -3%
Citadel Advisors
17
Citadel Advisors
Florida
$32.6M 2,053,806 +745,883 +57%
Morgan Stanley
18
Morgan Stanley
New York
$29.9M 1,887,268 +1,423,373 +307%
Goldman Sachs
19
Goldman Sachs
New York
$26.1M 1,644,951 -211,784 -11%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$25.8M 1,626,989 -4,034 -0.2%
Millennium Management
21
Millennium Management
New York
$23.6M 1,488,509 +1,244,339 +510%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$23M 1,449,506 -1,266,934 -47%
AQR Capital Management
23
AQR Capital Management
Connecticut
$21.8M 1,392,782 -1,755,488 -56%
Two Sigma Investments
24
Two Sigma Investments
New York
$21.2M 1,336,571 -756,622 -36%
Man Group
25
Man Group
United Kingdom
$19.4M 1,220,928 -591,624 -33%
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