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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
10.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
77
Increased
156
Reduced
141
Closed
49
Calls
$43.4M
Puts
$112M
Net Calls
-$68.4M
Net Calls Change
-$29.1M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$106M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$44.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$38.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$25.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.7M

Top Sellers

1
Credit Agricole
Credit Agricole
France
-$64.1M
2
BlackRock
BlackRock
New York
-$47.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$35.9M
4
Deutsche Bank
Deutsche Bank
Germany
-$34.7M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
226
Formidable Asset Management
Ohio
$913K +$7.68K +293 +0.8%
QI
227
QS Investors
New York
$909K +$183K +6,991 +25%
US Bancorp
228
US Bancorp
Minnesota
$905K +$242K +9,237 +37%
MAM
229
Meeder Asset Management
Ohio
$894K -$975K -37,206 -52%
WI
230
WBI Investments
New Jersey
$887K +$523K +19,971 +144%
CBOA
231
Commonwealth Bank of Australia
Australia
$883K -$46.9K -1,800 -5%
MLICM
232
Metropolitan Life Insurance Company (MetLife)
New York
$876K -$1.76M -67,250 -67%
EIM
233
ExxonMobil Investment Management
Texas
$872K -$129K -4,936 -13%
Macquarie Group
234
Macquarie Group
Australia
$868K -$294K -6,444 -25%
PAM
235
Premier Asset Management
Illinois
$842K – – –
BC
236
Brinker Capital
Pennsylvania
$842K +$134K +5,100 +19%
MA
237
MANA Advisors
New York
$840K +$840K +32,035 New
Mitsubishi UFJ Asset Management
238
Mitsubishi UFJ Asset Management
Japan
$836K +$17.5K +658 +2%
DCM
239
Dynamic Capital Management
Jersey
$829K +$829K +31,613 New
AIM
240
Achmea Investment Management
Netherlands
$826K -$817K -31,225 -50%
MOACM
241
Mutual of America Capital Management
New York
$822K +$39.2K +1,493 +5%
QIM
242
Quantitative Investment Management
Virginia
$812K -$4.36M -166,300 -84%
LAM
243
Lingohr Asset Management
Germany
$809K +$266K +10,157 +49%
TCM
244
Teza Capital Management
Illinois
$806K +$806K +30,751 New
Nomura Asset Management
245
Nomura Asset Management
Japan
$797K +$2.36K +90 +0.3%
ACP
246
Ashfield Capital Partners
California
$787K – – –
FM
247
Foster & Motley
Ohio
$786K +$394K +15,007 +100%
CCM
248
Cadence Capital Management
Massachusetts
$771K -$6.08K -232 -0.8%
ED
249
Exane Derivatives
France
$764K +$671K +25,614 +722%
MSA
250
Mason Street Advisors
Wisconsin
$764K +$2.57K +98 +0.3%
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10
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