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H&R Block
HRB

Overview Fund Activity

407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
134
Reduced
148
Closed
50
Calls
$88.4M
Puts
$16M
Net Calls
+$72.4M
Net Calls Change
+$40.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$167M
2
Goldman Sachs
2
Goldman Sachs
New York
$80.5M
3
BG
3
BlackRock Group
United Kingdom
$173M
4
BA
4
BlackRock Advisors
Delaware
$123M
5
FCH
5
Freestone Capital Holdings
Washington
$19.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$157M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$215M
4
CGI
4
CI Global Investments
California
$0
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KBC Group
251
KBC Group
Belgium
$438K 19,061 +4,399 +30%
FIM
252
Freedom Investment Management
Connecticut
$429K 18,666 -945 -5%
SEI Investments
253
SEI Investments
Pennsylvania
$422K 43,536 +42,498 +4,094%
SIA
254
Sit Investment Associates
Minnesota
$421K 18,300 – –
CD
255
Carl Domino
Florida
$419K 18,235 -34,920 -66%
DADC
256
D.A. Davidson & Co
Montana
$418K 18,185 +17,570 +2,857%
NSEDCP
257
NJ State Employees Deferred Compensation Plan
New Jersey
$414K 18,000 – –
JIM
258
Jensen Investment Management
Oregon
$401K 17,440 -2,060 -11%
FIB
259
First Interstate Bank
Montana
$401K 17,440 +17,223 +7,937%
AMI
260
Amica Mutual Insurance
Rhode Island
$400K 17,383 – –
HNB
261
Huntington National Bank
Ohio
$396K 17,224 -780 -4%
DVM
262
Dreman Value Management
Florida
$391K 16,996 +16,996 New
SMDAM
263
Sumitomo Mitsui DS Asset Management
Japan
$388K 16,889 -728 -4%
MYAM
264
Meiji Yasuda Asset Management
Japan
$388K 16,890 +800 +5%
LMGAM
265
Liberty Mutual Group Asset Management
Massachusetts
$388K 16,917 +1,079 +7%
IRF
266
IBM Retirement Fund
New York
$383K 16,664 -4,651 -22%
DILIC
267
Dai-ichi Life Insurance Company
Japan
$377K 16,388 +16,388 New
KRS
268
Kentucky Retirement Systems
Kentucky
$365K 15,898 -847 -5%
MYLI
269
Meiji Yasuda Life Insurance
Japan
$364K 15,820 -60 -0.4%
TG
270
TCW Group
California
$352K 15,300 -900 -6%
GL
271
GLG LLC
New York
$347K 15,073 +958 +7%
GIA
272
Gateway Investment Advisers
Ohio
$345K 15,007 -1,390 -8%
O
273
OppenheimerFunds
New York
$336K 14,635 +957 +7%
RJA
274
Raymond James & Associates
Florida
$333K 14,506 -153,542 -91%
CWM
275
CIBC World Markets
New York
$330K 14,338 +14,338 New
9 10
11
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