HRB icon

H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.9M
2
Goldman Sachs
Goldman Sachs
New York
+$60.3M
3
Artisan Partners
Artisan Partners
Wisconsin
+$48.7M
4
Morgan Stanley
Morgan Stanley
New York
+$38.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$32.1M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$75.8M
2
Millennium Management
Millennium Management
New York
-$55.6M
3
BlackRock
BlackRock
New York
-$44.4M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$37.1M
5
PAM
Panagora Asset Management
Massachusetts
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
226
Achmea Investment Management
Netherlands
$794K – – –
TCM
227
Teza Capital Management
Illinois
$787K +$787K +30,553 New
ECM
228
Element Capital Management
New York
$785K +$785K +30,489 New
ACP
229
Ashfield Capital Partners
California
$773K – – –
HFS
230
HL Financial Services
Kentucky
$752K +$483K +18,739 +179%
GHCM
231
Glen Harbor Capital Management
California
$751K -$617K -23,940 -45%
MSA
232
Mason Street Advisors
Wisconsin
$744K -$11.8K -459 -2%
Mitsubishi UFJ Asset Management
233
Mitsubishi UFJ Asset Management
Japan
$720K -$86.9K -3,373 -11%
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$708K +$34.9K +1,357 +5%
CCM
235
Cadence Capital Management
Massachusetts
$694K -$37K -1,437 -5%
WCM
236
Wedge Capital Management
North Carolina
$686K +$62.9K +2,444 +10%
MOACM
237
Mutual of America Capital Management
New York
$684K -$11K -429 -2%
NB
238
Norinchukin Bank
Japan
$681K +$70.4K +2,733 +12%
SBWM
239
Sunflower Bank Wealth Management
Arizona
$679K – – –
RCM
240
Riverhead Capital Management
Delaware
$674K -$553K -21,450 -45%
ASN
241
Advisory Services Network
Georgia
$667K +$631K +24,519 +1,750%
FIM
242
Freedom Investment Management
Connecticut
$654K +$165K +6,184 +34%
TC
243
Trilogy Capital
California
$609K -$48K -1,864 -7%
MCIM
244
Meadow Creek Investment Management
Georgia
$590K -$485K -18,810 -45%
Mackenzie Financial
245
Mackenzie Financial
Ontario, Canada
$589K +$202K +7,848 +52%
MIFH
246
Migdal Insurance & Financial Holdings
Israel
$585K -$1.1M -3,114 -65%
OPERF
247
Oregon Public Employees Retirement Fund
Oregon
$584K – – –
TRSOTSOK
248
Teachers Retirement System of the State of Kentucky
Kentucky
$579K – – –
CAM
249
Claret Asset Management
Quebec, Canada
$570K +$22.9K +889 +4%
QIM
250
Quantitative Investment Management
Virginia
$548K +$548K +21,300 New
8 9
10
11 12