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H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$129M
2
Credit Agricole
Credit Agricole
France
$68.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$82.3M
5
Millennium Management
Millennium Management
New York
$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M
2
BlackRock
BlackRock
New York
$892M
3
TSW
Thompson Siegel & Walmsley
Virginia
$94.6M
4
Citadel Advisors
Citadel Advisors
Florida
$8.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
226
Nomura Asset Management
Japan
$900K +$15.4K +500 +2%
MSA
227
Mason Street Advisors
Wisconsin
$889K +$4.08K +132 +0.5%
CSS
228
Cubist Systematic Strategies
Connecticut
$877K -$444K -14,368 -34%
AG
229
Advisor Group
Arizona
$877K -$34.6K -1,120 -4%
BC
230
Brinker Capital
Pennsylvania
$876K -$194K -6,290 -18%
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$857K -$46K -1,490 -5%
Verition Fund Management
232
Verition Fund Management
Connecticut
$840K -$91.7K -2,966 -10%
LP
233
LMR Partners
United Kingdom
$825K +$195K +6,297 +31%
FWM
234
Frontier Wealth Management
Missouri
$819K -$379K -12,248 -32%
KAS
235
Kemnay Advisory Services
New York
$803K +$803K +25,991 New
US Bancorp
236
US Bancorp
Minnesota
$793K -$437K -14,134 -36%
CCM
237
Cadence Capital Management
Massachusetts
$785K -$9.43K -305 -1%
MOACM
238
Mutual of America Capital Management
New York
$784K +$152K +4,932 +24%
JIM
239
Jensen Investment Management
Oregon
$769K +$150K +4,840 +24%
OPERF
240
Oregon Public Employees Retirement Fund
Oregon
$753K – – –
IR
241
Invictus RG
Bermuda
$746K +$482K +15,588 +182%
QT
242
Quantbot Technologies
New York
$735K +$735K +23,786 New
PL
243
Parkwood LLC
Ohio
$734K -$214K -6,914 -23%
KBC Group
244
KBC Group
Belgium
$712K +$123K +3,976 +21%
EP
245
Elkfork Partners
Oregon
$710K -$155K -5,032 -18%
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$705K -$6.09K -197 -0.9%
Public Sector Pension Investment Board (PSP Investments)
247
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$700K -$732K -23,700 -51%
TRSOTSOK
248
Teachers Retirement System of the State of Kentucky
Kentucky
$695K -$124K -4,000 -15%
Jane Street
249
Jane Street
New York
$678K -$2.6M -84,102 -79%
WCM
250
Wedge Capital Management
North Carolina
$659K -$118K -3,825 -15%
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