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H&R Block
HRB

Overview Fund Activity

407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
134
Reduced
148
Closed
50
Calls
$88.4M
Puts
$16M
Net Calls
+$72.4M
Net Calls Change
+$40.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$167M
2
Goldman Sachs
2
Goldman Sachs
New York
$80.5M
3
BG
3
BlackRock Group
United Kingdom
$173M
4
BA
4
BlackRock Advisors
Delaware
$123M
5
FCH
5
Freestone Capital Holdings
Washington
$19.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$157M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$215M
4
CGI
4
CI Global Investments
California
$0
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MOACM
226
Mutual of America Capital Management
New York
$566K 24,606 -4,448 -15%
OPERF
227
Oregon Public Employees Retirement Fund
Oregon
$560K 24,357 -39,918 -62%
JSL
228
JT Stratford LLC
Georgia
$560K 24,353 +24,353 New
SB
229
Suntrust Banks
Georgia
$554K 24,125 +95 +0.4%
NMIMC
230
Northwestern Mutual Investment Management Company
Wisconsin
$548K 23,816 +2,141 +10%
PAM
231
Panagora Asset Management
Massachusetts
$543K 23,608 +2,091 +10%
CBOA
232
Commonwealth Bank of Australia
Australia
$533K 23,211 +459 +2%
MCM
233
McRae Capital Management
New Jersey
$529K 23,025 -1,750 -7%
PC
234
Palo Capital
California
$526K 22,884 +5,075 +28%
NMERB
235
New Mexico Educational Retirement Board
New Mexico
$523K 22,740 – –
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$522K 22,634 -10,863 -32%
Squarepoint
237
Squarepoint
New York
$514K 22,353 +22,353 New
GCA
238
Gideon Capital Advisors
New York
$506K 22,007 +22,007 New
N
239
Natixis
France
$501K 21,778 +21,778 New
CL
240
CSS LLC
Illinois
$500K 21,738 -12,129 -36%
Brown Advisory
241
Brown Advisory
Maryland
$498K 21,671 +1,335 +7%
WIP
242
Wellesley Investment Partners
Massachusetts
$479K 20,860 -1,487 -7%
CAM
243
Capstone Asset Management
Texas
$479K 20,820 -360 -2%
SAM
244
Securian Asset Management
Minnesota
$476K 20,713 -870 -4%
WAM
245
World Asset Management
Michigan
$473K 20,582 -2,332 -10%
IA
246
IFP Advisors
Florida
$469K 20,390 -1,675 -8%
RC
247
RBF Capital
California
$460K 20,000 – –
Envestnet Asset Management
248
Envestnet Asset Management
Illinois
$459K 19,980 -7,623 -28%
OIA
249
Optimum Investment Advisors
Illinois
$449K 19,512 – –
IH
250
IFC Holdings
Florida
$443K 19,273 +2 +0%
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10
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