HRB icon

H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$129M
2
Credit Agricole
Credit Agricole
France
$68.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$82.3M
5
Millennium Management
Millennium Management
New York
$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M
2
BlackRock
BlackRock
New York
$892M
3
TSW
Thompson Siegel & Walmsley
Virginia
$94.6M
4
Citadel Advisors
Citadel Advisors
Florida
$8.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
251
LPL Financial
California
$656K +$122K +3,937 +23%
LCOV
252
London Company of Virginia
Virginia
$650K -$17.8K -577 -3%
TSS
253
Two Sigma Securities
New York
$646K +$361K +11,690 +127%
SB
254
Suntrust Banks
Georgia
$643K +$34K +1,099 +6%
SAM
255
Securian Asset Management
Minnesota
$642K -$247 -8 -0%
IH
256
IFC Holdings
Florida
$624K -$30.9K -1,000 -5%
RC
257
RBF Capital
California
$618K – – –
NMERB
258
New Mexico Educational Retirement Board
New Mexico
$608K -$33.5K -1,100 -5%
WAM
259
World Asset Management
Michigan
$605K -$83.2K -2,692 -12%
CAM
260
Capstone Asset Management
Texas
$597K -$14.9K -481 -2%
Teacher Retirement System of Texas
261
Teacher Retirement System of Texas
Texas
$597K – – –
AIM
262
Achmea Investment Management
Netherlands
$590K -$879K -28,463 -60%
GHCM
263
Glen Harbor Capital Management
California
$585K -$128K -4,144 -18%
AW
264
Alpha Windward
Massachusetts
$578K +$578K +18,705 New
FIM
265
Freedom Investment Management
Connecticut
$574K -$23.5K -759 -4%
OIA
266
Optimum Investment Advisors
Illinois
$563K -$40.2K -1,300 -7%
PCM
267
Prelude Capital Management
New York
$559K +$559K +18,075 New
NSEDCP
268
NJ State Employees Deferred Compensation Plan
New Jersey
$556K – – –
DnB Asset Management
269
DnB Asset Management
Norway
$546K – – –
MYLI
270
Meiji Yasuda Life Insurance
Japan
$538K – – –
AMI
271
Amica Mutual Insurance
Rhode Island
$537K – – –
IA
272
IFP Advisors
Florida
$536K -$39.2K -1,270 -7%
Assenagon Asset Management
273
Assenagon Asset Management
Luxembourg
$535K +$535K +17,300 New
RCM
274
Riverhead Capital Management
Delaware
$532K -$111K -3,586 -17%
SMDAM
275
Sumitomo Mitsui DS Asset Management
Japan
$521K -$74.3K -2,408 -12%
9 10
11
12 13