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H&R Block
HRB

Overview Fund Activity

374 hedge funds and large institutions have $3.36B invested in H&R Block in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 141 reducing their positions, and 53 closing their positions.

Holders
374
Holders Change
+7
Holders Change %
+1.91%
% of All Funds
6.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
61
Increased
100
Reduced
141
Closed
53
Calls
$29M
Puts
$44.3M
Net Calls
-$15.3M
Net Calls Change
-$12.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$74.9M
2
Franklin Resources
2
Franklin Resources
California
$83.4M
3
PCM
3
Peregrine Capital Management
Minnesota
$21.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$19.7M
5
FFH
5
Fairfax Financial Holdings
Ontario, Canada
$16.8M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$54.7M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$14.8M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$141M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.99M
5
JAM
5
Jupiter Asset Management
United Kingdom
$274M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$566M 25,955,891 +306,958 +1%
BlackRock
2
BlackRock
New York
$470M 21,577,463 -370,411 -2%
JAM
3
Jupiter Asset Management
United Kingdom
$274M 12,563,697 -1,265,855 -9%
State Street
4
State Street
Massachusetts
$152M 6,877,469 +38,184 +0.6%
Lazard Asset Management
5
Lazard Asset Management
New York
$141M 6,470,572 -1,802,102 -22%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$90.9M 4,167,777 -59,926 -1%
Franklin Resources
7
Franklin Resources
California
$83.4M 3,826,313 +1,476,444 +63%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$82.7M 3,795,080 +29,504 +0.8%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$74.9M 3,437,538 +1,988,032 +137%
Artisan Partners
10
Artisan Partners
Wisconsin
$62M 2,843,096 -61,619 -2%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$54.7M 2,508,585 -2,001,229 -44%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$52.7M 2,416,590 +46,780 +2%
Northern Trust
13
Northern Trust
Illinois
$50.7M 2,326,945 +218,646 +10%
Norges Bank
14
Norges Bank
Norway
$47.9M 2,198,414 -285,003 -11%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$47.9M 2,196,348 +44,639 +2%
LSV Asset Management
16
LSV Asset Management
Illinois
$35.6M 1,635,233 +616,534 +61%
AQR Capital Management
17
AQR Capital Management
Connecticut
$35.6M 1,646,129 +253,347 +18%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$35.6M 1,633,047 +6,058 +0.4%
Morgan Stanley
19
Morgan Stanley
New York
$35.5M 1,630,198 -257,070 -14%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$28.2M 1,293,029 +510,823 +65%
Goldman Sachs
21
Goldman Sachs
New York
$27.7M 1,272,660 -372,291 -23%
Man Group
22
Man Group
United Kingdom
$26.3M 1,204,474 -16,454 -1%
Squarepoint
23
Squarepoint
New York
$24.7M 1,131,336 +162,999 +17%
Swedbank
24
Swedbank
Sweden
$24.3M 1,116,463 -1,205,872 -52%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$22.9M 1,048,859 -100,001 -9%
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