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H&R Block
HRB

Overview Fund Activity

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$107M
2
APG Asset Management
APG Asset Management
Netherlands
+$44.5M
3
PAM
Panagora Asset Management
Massachusetts
+$30M
4
American Century Companies
American Century Companies
Missouri
+$29.8M
5
Wells Fargo
Wells Fargo
California
+$24.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$45.9M
2
Millennium Management
Millennium Management
New York
-$29.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$29.1M
4
Two Sigma Investments
Two Sigma Investments
New York
-$25.7M
5
WI
WBI Investments
New Jersey
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
226
Formidable Asset Management
Ohio
$914K +$11.3K +426 +1%
MSV
227
MN Services Vermogensbeheer
Netherlands
$890K – – –
LOAMS
228
Lombard Odier Asset Management (Switzerland)
Switzerland
$852K -$77.9K -2,942 -8%
PAM
229
Premier Asset Management
Illinois
$850K – – –
Bank of Nova Scotia
230
Bank of Nova Scotia
Ontario, Canada
$825K -$280K -10,569 -25%
KAS
231
Kemnay Advisory Services
New York
$819K +$131K +4,947 +19%
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$813K +$21.5K +812 +3%
Nomura Asset Management
233
Nomura Asset Management
Japan
$802K +$31K +1,170 +4%
ACP
234
Ashfield Capital Partners
California
$794K – – –
MOACM
235
Mutual of America Capital Management
New York
$790K +$118K +4,470 +18%
CCM
236
Cadence Capital Management
Massachusetts
$785K +$112K +4,242 +17%
Allianz Asset Management
237
Allianz Asset Management
Germany
$774K +$774K +29,209 New
MSA
238
Mason Street Advisors
Wisconsin
$768K +$7.09K +268 +0.9%
QI
239
QS Investors
New York
$733K +$482K +18,226 +193%
AG
240
Advisor Group
Arizona
$731K -$19K -719 -3%
DTL
241
Dynamic Technology Lab
Singapore
$720K -$393K -14,821 -35%
BC
242
Brinker Capital
Pennsylvania
$716K -$35.1K -1,325 -5%
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$702K -$32.7K -1,234 -4%
Macquarie Group
244
Macquarie Group
Australia
$673K +$540K +20,400 +404%
US Bancorp
245
US Bancorp
Minnesota
$669K -$9.72K -367 -1%
B
246
BP
United Kingdom
$662K +$662K +25,000 New
JIM
247
Jensen Investment Management
Oregon
$659K – – –
OPERF
248
Oregon Public Employees Retirement Fund
Oregon
$648K +$3.15K +119 +0.5%
Natixis Advisors
249
Natixis Advisors
Massachusetts
$648K +$648K +24,492 New
LPL Financial
250
LPL Financial
California
$639K +$76.8K +2,899 +14%
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10
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