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H&R Block
HRB

Overview Fund Activity

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$32.1M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$30.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$65.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$54.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$27.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDJVC
226
St. Denis J. Villere & Co
Louisiana
$957K -$228K -9,000 -19%
AIM
227
Achmea Investment Management
Netherlands
$942K +$141K +5,583 +18%
Treasurer of the State of North Carolina
228
Treasurer of the State of North Carolina
North Carolina
$939K +$939K +36,946 New
FAM
229
Formidable Asset Management
Ohio
$921K +$36.4K +1,431 +4%
JPMPWA
230
J.P. Morgan Private Wealth Advisors
California
$902K -$27.4K -1,077 -3%
CS
231
Candriam SCA
Luxembourg
$901K – – –
GCP
232
GSA Capital Partners
United Kingdom
$884K -$1.56M -61,523 -64%
QI
233
QS Investors
New York
$881K – – –
M&T Bank
234
M&T Bank
New York
$867K -$54.8K -2,153 -6%
Handelsbanken Fonder
235
Handelsbanken Fonder
Sweden
$864K +$864K +34,000 New
MSV
236
MN Services Vermogensbeheer
Netherlands
$854K – – –
VIA
237
Vident Investment Advisory
Georgia
$844K -$2.1M -79,321 -71%
SCM
238
Stevens Capital Management
Pennsylvania
$836K -$1.93M -76,105 -70%
AA
239
ALPS Advisors
Colorado
$835K +$354K +13,921 +73%
US Bancorp
240
US Bancorp
Minnesota
$827K -$49.7K -1,956 -6%
PAM
241
Premier Asset Management
Illinois
$816K – – –
BDS
242
Banco de Sabadell
Florida
$814K +$814K +32,131 New
EIM
243
ExxonMobil Investment Management
Texas
$813K -$31.4K -1,237 -4%
MAM
244
Meeder Asset Management
Ohio
$812K -$54.3K -2,140 -6%
Mitsubishi UFJ Asset Management
245
Mitsubishi UFJ Asset Management
Japan
$801K +$4.32K +170 +0.5%
ACP
246
Ashfield Capital Partners
California
$762K – – –
FCM
247
Flinton Capital Management
Pennsylvania
$745K -$198K -7,792 -21%
MSA
248
Mason Street Advisors
Wisconsin
$740K +$51 +2 +0%
MLICM
249
Metropolitan Life Insurance Company (MetLife)
New York
$735K -$114K -4,483 -13%
AG
250
Advisor Group
Arizona
$699K -$391K -15,391 -36%
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