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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
58
Increased
135
Reduced
138
Closed
54
Calls
$56.2M
Puts
$24.5M
Net Calls
+$31.7M
Net Calls Change
+$1.49M

Top Buyers

1
Credit Agricole
Credit Agricole
France
$37M
2
JAM
Jupiter Asset Management
United Kingdom
$58.7M
3
WI
WBI Investments
New Jersey
$28.6M
4
TAM
Tocqueville Asset Management
New York
$36.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
$49.4M

Top Sellers

1
Millennium Management
Millennium Management
New York
$3.78M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$365M
3
WG
Winton Group
United Kingdom
$1.23M
4
HCM
Highbridge Capital Management
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
251
Sumitomo Mitsui DS Asset Management
Japan
$407K – – –
AMI
252
Amica Mutual Insurance
Rhode Island
$402K – – –
PTC
253
Petrus Trust Company
Texas
$401K +$401K +17,324 New
FT
254
Fiduciary Trust
Massachusetts
$392K +$392K +16,933 New
KRS
255
Kentucky Retirement Systems
Kentucky
$388K -$54.2K -2,338 -12%
GIA
256
Gateway Investment Advisers
Ohio
$380K -$9.59K -414 -2%
EA
257
Emerald Acquisition
Washington
$379K -$88.7K -3,834 -19%
DILH
258
Dai-ichi Life Holdings
Japan
$379K – – –
TG
259
TCW Group
California
$375K -$5.79K -250 -2%
MYAM
260
Meiji Yasuda Asset Management
Japan
$372K +$372K +16,090 New
NFA
261
Nuveen Fund Advisors
Illinois
$371K +$371K +16,042 New
Nuveen Asset Management
262
Nuveen Asset Management
Illinois
$368K +$7.73K +334 +2%
MYLI
263
Meiji Yasuda Life Insurance
Japan
$368K +$368K +15,880 New
LMGAM
264
Liberty Mutual Group Asset Management
Massachusetts
$367K +$17.1K +737 +5%
Commonwealth Equity Services
265
Commonwealth Equity Services
Massachusetts
$347K +$1.41K +61 +0.4%
CA
266
Cetera Advisors
Colorado
$343K -$5.57K -242 -2%
KBC Group
267
KBC Group
Belgium
$339K – – –
GL
268
GLG LLC
New York
$327K -$17.2K -743 -5%
LSERS
269
Louisiana State Employees Retirement System
Louisiana
$322K -$18.5K -800 -5%
O
270
OppenheimerFunds
New York
$317K +$33.7K +1,452 +12%
DnB Asset Management
271
DnB Asset Management
Norway
$314K – – –
LIC
272
Lodestar Investment Counsel
Illinois
$306K – – –
HighTower Advisors
273
HighTower Advisors
Illinois
$303K +$303K +13,043 New
CSS
274
Cubist Systematic Strategies
Connecticut
$300K -$1.35M -58,595 -82%
LIA
275
LS Investment Advisors
Michigan
$299K -$60.5K -2,612 -17%
9 10
11
12 13