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H&R Block
HRB

Overview Fund Activity

389 hedge funds and large institutions have $3.57B invested in H&R Block in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 98 increasing their positions, 149 reducing their positions, and 50 closing their positions.

Holders
389
Holders Change
+15
Holders Change %
+4.01%
% of All Funds
6.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
67
Increased
98
Reduced
149
Closed
50
Calls
$27.1M
Puts
$36.1M
Net Calls
-$9M
Net Calls Change
+$6.29M

Top Buyers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$41.5M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$27.7M
3
Wells Fargo
3
Wells Fargo
California
$30.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$48.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$20.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$52K
2
Franklin Resources
2
Franklin Resources
California
$56.2M
3
BlackRock
3
BlackRock
New York
$473M
4
Squarepoint
4
Squarepoint
New York
$2.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$36.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$613M 26,105,148 +149,257 +0.6%
BlackRock
2
BlackRock
New York
$473M 20,143,665 -1,433,798 -7%
JAM
3
Jupiter Asset Management
United Kingdom
$292M 12,461,368 -102,329 -0.8%
State Street
4
State Street
Massachusetts
$165M 6,939,594 +62,125 +0.9%
Lazard Asset Management
5
Lazard Asset Management
New York
$133M 5,644,126 -826,446 -13%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$86.3M 3,677,244 -117,836 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$83.6M 3,561,101 -606,676 -15%
Artisan Partners
8
Artisan Partners
Wisconsin
$66.9M 2,849,528 +6,432 +0.2%
Franklin Resources
9
Franklin Resources
California
$56.2M 2,391,416 -1,434,897 -38%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$55.5M 2,364,040 -52,550 -2%
Northern Trust
11
Northern Trust
Illinois
$54.1M 2,302,140 -24,805 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$53.9M 2,296,791 +100,443 +5%
LSV Asset Management
13
LSV Asset Management
Illinois
$52.2M 2,223,733 +588,500 +36%
Goldman Sachs
14
Goldman Sachs
New York
$48.9M 2,083,898 +811,238 +64%
Norges Bank
15
Norges Bank
Norway
$44M 1,872,891 -325,523 -15%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$41.5M 1,766,504 +995,757 +129%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$36.4M 1,552,126 -956,459 -38%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$35.8M 1,525,337 -107,710 -7%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$31.8M 1,353,449 +304,590 +29%
AQR Capital Management
20
AQR Capital Management
Connecticut
$31.3M 1,338,221 -307,908 -19%
Wells Fargo
21
Wells Fargo
California
$30.9M 1,314,876 +835,184 +174%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$30.2M 1,288,234 -4,795 -0.4%
Morgan Stanley
23
Morgan Stanley
New York
$29.1M 1,240,597 -389,601 -24%
Two Sigma Investments
24
Two Sigma Investments
New York
$27.7M 1,178,844 +967,419 +458%
Invesco
25
Invesco
Georgia
$26.8M 1,143,003 +291,942 +34%
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