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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$392M
2
Millennium Management
Millennium Management
New York
$57.3M
3
Deutsche Bank
Deutsche Bank
Germany
$76.6M
4
Morgan Stanley
Morgan Stanley
New York
$55.6M
5
T
TOBAM
France
$43.7M

Top Sellers

1
First Manhattan
First Manhattan
New York
$38.2M
2
SCM
Smead Capital Management
Arizona
$578K
3
WHG
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
Victory Capital Management
Texas
$66K
5
Boston Partners
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIM
251
Jensen Investment Management
Oregon
$465K +$465K +20,230 New
MERSOM
252
Municipal Employees' Retirement System of Michigan
Michigan
$464K +$198K +8,540 +75%
RC
253
RBF Capital
California
$460K – – –
DL
254
Delta Lloyd
Netherlands
$455K – – –
WIP
255
Wellesley Investment Partners
Massachusetts
$450K +$61.9K +2,696 +16%
DT
256
Diversified Trust
Tennessee
$442K -$120K -5,230 -21%
KRS
257
Kentucky Retirement Systems
Kentucky
$439K -$59.7K -2,594 -12%
HT
258
HAP Trading
New York
$436K +$436K +18,935 New
HNB
259
Huntington National Bank
Ohio
$429K +$348K +15,145 +432%
NSEDCP
260
NJ State Employees Deferred Compensation Plan
New Jersey
$414K – – –
IA
261
Icon Advisers
Colorado
$414K +$414K +18,000 New
COPPSERS
262
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$413K +$10.6K +459 +3%
Simplex Trading
263
Simplex Trading
Illinois
$412K +$364K +15,861 +764%
SMDAM
264
Sumitomo Mitsui DS Asset Management
Japan
$405K +$8K +348 +2%
AMI
265
Amica Mutual Insurance
Rhode Island
$400K – – –
Fuller & Thaler Asset Management
266
Fuller & Thaler Asset Management
California
$396K +$336K +14,600 +562%
Brown Advisory
267
Brown Advisory
Maryland
$390K -$929K -40,357 -70%
GIA
268
Gateway Investment Advisers
Ohio
$387K – – –
Teacher Retirement System of Texas
269
Teacher Retirement System of Texas
Texas
$387K +$91.8K +3,993 +31%
TG
270
TCW Group
California
$378K -$92.8K -4,037 -20%
TSS
271
Two Sigma Securities
New York
$378K +$378K +16,424 New
DILH
272
Dai-ichi Life Holdings
Japan
$377K -$1.04M -45,000 -73%
Nuveen Asset Management
273
Nuveen Asset Management
Illinois
$358K -$7.04K -306 -2%
LIA
274
LS Investment Advisors
Michigan
$357K +$88.7K +3,856 +33%
LMGAM
275
Liberty Mutual Group Asset Management
Massachusetts
$348K -$27.1K -1,178 -7%
9 10
11
12 13