HRB icon

H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$392M
2
Millennium Management
Millennium Management
New York
$57.3M
3
Deutsche Bank
Deutsche Bank
Germany
$76.6M
4
Morgan Stanley
Morgan Stanley
New York
$55.6M
5
T
TOBAM
France
$43.7M

Top Sellers

1
First Manhattan
First Manhattan
New York
$38.2M
2
SCM
Smead Capital Management
Arizona
$578K
3
WHG
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
Victory Capital Management
Texas
$66K
5
Boston Partners
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
226
Formidable Asset Management
Ohio
$633K +$23.4K +973 +4%
ST
227
Spot Trading
Illinois
$631K +$170K +7,405 +37%
KeyBank National Association
228
KeyBank National Association
Ohio
$628K -$3.11M -135,297 -83%
BTS
229
BB&T Securities
Virginia
$621K +$109K +4,749 +21%
CBOA
230
Commonwealth Bank of Australia
Australia
$609K -$2.21K -96 -0.4%
LPL Financial
231
LPL Financial
California
$608K +$166K +7,091 +37%
Janus Henderson Group
232
Janus Henderson Group
United Kingdom
$604K -$4.16M -180,649 -87%
MOACM
233
Mutual of America Capital Management
New York
$602K -$92.6K -4,026 -13%
NMERB
234
New Mexico Educational Retirement Board
New Mexico
$601K – – –
CL
235
CSS LLC
Illinois
$580K +$580K +25,221 New
SCM
236
Smead Capital Management
Arizona
$578K -$57.3M -2,805,878 -99%
SCM
237
Southport Capital Management
Tennessee
$576K +$576K +25,040 New
SB
238
Suntrust Banks
Georgia
$573K – – –
MCM
239
McRae Capital Management
New Jersey
$572K +$118K +5,150 +26%
Asset Management One
240
Asset Management One
Japan
$561K – – –
WAM
241
World Asset Management
Michigan
$527K -$4.92K -214 -0.9%
IRF
242
IBM Retirement Fund
New York
$522K -$22.8K -993 -4%
OIA
243
Optimum Investment Advisors
Illinois
$515K – – –
SAM
244
Securian Asset Management
Minnesota
$503K -$20K -868 -4%
CAM
245
Capstone Asset Management
Texas
$503K -$12.8K -555 -2%
Lazard Asset Management
246
Lazard Asset Management
New York
$495K +$495K +21,540 New
IH
247
IFC Holdings
Florida
$484K -$7.35K -315 -1%
FWM
248
Frontier Wealth Management
Missouri
$483K +$483K +20,983 New
Capital Fund Management (CFM)
249
Capital Fund Management (CFM)
France
$474K +$474K +20,607 New
EA
250
Emerald Acquisition
Washington
$465K +$465K +20,221 New
8 9
10
11 12