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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
58
Increased
135
Reduced
138
Closed
54
Calls
$56.2M
Puts
$24.5M
Net Calls
+$31.7M
Net Calls Change
+$1.49M

Top Buyers

1
Credit Agricole
Credit Agricole
France
$37M
2
JAM
Jupiter Asset Management
United Kingdom
$58.7M
3
WI
WBI Investments
New Jersey
$28.6M
4
TAM
Tocqueville Asset Management
New York
$36.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
$49.4M

Top Sellers

1
Millennium Management
Millennium Management
New York
$3.78M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$365M
3
WG
Winton Group
United Kingdom
$1.23M
4
HCM
Highbridge Capital Management
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIMI
226
Natixis Investment Managers International
France
$526K +$526K +22,712 New
WIP
227
Wellesley Investment Partners
Massachusetts
$517K +$63.4K +2,740 +14%
CGH
228
Crossmark Global Holdings
Texas
$515K +$515K +19,432 New
IA
229
IFP Advisors
Florida
$511K +$324K +13,997 +173%
NMIMC
230
Northwestern Mutual Investment Management Company
Wisconsin
$502K +$304K +13,113 +153%
SAM
231
Securian Asset Management
Minnesota
$500K -$6.81K -294 -1%
PAM
232
Panagora Asset Management
Massachusetts
$498K -$185K -8,009 -27%
IRF
233
IBM Retirement Fund
New York
$493K -$31.9K -1,378 -6%
CAM
234
Capstone Asset Management
Texas
$490K -$16.4K -710 -3%
LSV Asset Management
235
LSV Asset Management
Illinois
$483K +$483K +20,900 New
GH
236
GAM Holding
Switzerland
$479K -$3.6M -155,554 -88%
Brown Advisory
237
Brown Advisory
Maryland
$470K +$78.3K +3,386 +20%
RC
238
RBF Capital
California
$463K – – –
MERSOM
239
Municipal Employees' Retirement System of Michigan
Michigan
$463K +$1.16K +50 +0.3%
DL
240
Delta Lloyd
Netherlands
$457K – – –
FIM
241
Freedom Investment Management
Connecticut
$454K +$153K +6,599 +51%
OIA
242
Optimum Investment Advisors
Illinois
$452K -$67.2K -2,900 -13%
JIM
243
Jensen Investment Management
Oregon
$451K -$16.9K -730 -4%
IH
244
IFC Holdings
Florida
$447K -$33.9K -1,460 -7%
SIA
245
Sit Investment Associates
Minnesota
$424K -$1.15M -49,565 -73%
Franklin Resources
246
Franklin Resources
California
$423K +$423K +18,279 New
IA
247
Icon Advisers
Colorado
$417K – – –
NSEDCP
248
NJ State Employees Deferred Compensation Plan
New Jersey
$417K – – –
HNB
249
Huntington National Bank
Ohio
$416K -$14.9K -644 -3%
PC
250
Palo Capital
California
$412K -$2.78M -120,043 -87%
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