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H&R Block
HRB

Overview Fund Activity

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$107M
2
APG Asset Management
APG Asset Management
Netherlands
+$44.5M
3
PAM
Panagora Asset Management
Massachusetts
+$30M
4
American Century Companies
American Century Companies
Missouri
+$29.8M
5
Wells Fargo
Wells Fargo
California
+$24.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$45.9M
2
Millennium Management
Millennium Management
New York
-$29.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$29.1M
4
Two Sigma Investments
Two Sigma Investments
New York
-$25.7M
5
WI
WBI Investments
New Jersey
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
251
Denali Advisors
California
$625K -$739K -27,900 -54%
BCIM
252
British Columbia Investment Management
British Columbia, Canada
$616K +$199K +7,524 +48%
PNC Financial Services Group
253
PNC Financial Services Group
Pennsylvania
$613K +$11K +416 +2%
KBC Group
254
KBC Group
Belgium
$610K – – –
HHC
255
Hutchin Hill Capital
New York
$609K -$2.53M -95,500 -81%
SOADOR
256
State of Alaska Department of Revenue
Alaska
$606K +$606K +22,900 New
TRSOTSOK
257
Teachers Retirement System of the State of Kentucky
Kentucky
$596K – – –
OTPPB
258
Ontario Teachers' Pension Plan Board
Ontario, Canada
$584K +$584K +22,049 New
Public Sector Pension Investment Board (PSP Investments)
259
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$583K -$16.6K -626 -3%
Jennison Associates
260
Jennison Associates
New York
$577K +$577K +21,783 New
SB
261
Suntrust Banks
Georgia
$568K +$17.4K +657 +3%
LCOV
262
London Company of Virginia
Virginia
$556K -$1.22K -46 -0.2%
SAM
263
Securian Asset Management
Minnesota
$554K +$3.82K +144 +0.7%
WCM
264
Wedge Capital Management
North Carolina
$550K -$14.4K -542 -3%
SEI Investments
265
SEI Investments
Pennsylvania
$550K +$216K +7,946 +65%
IH
266
IFC Holdings
Florida
$532K -$2.64K -100 -0.5%
FIM
267
Freedom Investment Management
Connecticut
$532K +$40.5K +1,529 +8%
RC
268
RBF Capital
California
$530K – – –
NMERB
269
New Mexico Educational Retirement Board
New Mexico
$528K – – –
LAM
270
Lingohr Asset Management
Germany
$523K +$523K +20,680 New
BIAS
271
Beacon Investment Advisory Services
New Jersey
$522K +$363K +13,707 +228%
WAM
272
World Asset Management
Michigan
$515K -$3.71K -140 -0.7%
CGH
273
Crossmark Global Holdings
Texas
$515K +$515K +19,432 New
OIA
274
Optimum Investment Advisors
Illinois
$482K – – –
IG
275
ING Group
Netherlands
$478K +$175K +6,597 +58%
9 10
11
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