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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
10.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
77
Increased
156
Reduced
141
Closed
49
Calls
$43.4M
Puts
$112M
Net Calls
-$68.4M
Net Calls Change
-$29.1M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$106M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$44.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$38.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$25.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.7M

Top Sellers

1
Credit Agricole
Credit Agricole
France
-$64.1M
2
BlackRock
BlackRock
New York
-$47.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$35.9M
4
Deutsche Bank
Deutsche Bank
Germany
-$34.7M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSV
251
MN Services Vermogensbeheer
Netherlands
$734K – – –
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$724K +$29.5K +1,124 +4%
Bank of Nova Scotia
253
Bank of Nova Scotia
Ontario, Canada
$721K -$96.3K -3,671 -12%
OWA
254
One Wealth Advisors
California
$706K +$706K +26,935 New
B
255
BP
United Kingdom
$656K – – –
JIM
256
Jensen Investment Management
Oregon
$652K – – –
SG Americas Securities
257
SG Americas Securities
New York
$608K -$1.22M -46,389 -67%
Jane Street
258
Jane Street
New York
$604K -$3.51M -134,042 -85%
KBC Group
259
KBC Group
Belgium
$604K – – –
WCM
260
Wedge Capital Management
North Carolina
$594K +$49.2K +1,877 +9%
LPL Financial
261
LPL Financial
California
$591K -$41.7K -1,591 -7%
TRSOTSOK
262
Teachers Retirement System of the State of Kentucky
Kentucky
$590K – – –
OPERF
263
Oregon Public Employees Retirement Fund
Oregon
$589K -$52.4K -2,000 -8%
FIM
264
Freedom Investment Management
Connecticut
$576K +$49.1K +1,873 +9%
SAM
265
Securian Asset Management
Minnesota
$558K +$9.44K +360 +2%
TAF
266
Tredje AP-fonden
Sweden
$545K -$503K -19,030 -48%
CAM
267
Claret Asset Management
Quebec, Canada
$539K +$539K +20,547 New
SM
268
Sciencast Management
New Jersey
$538K +$71.9K +2,697 +15%
RC
269
RBF Capital
California
$524K – – –
NMERB
270
New Mexico Educational Retirement Board
New Mexico
$523K – – –
RJA
271
Raymond James & Associates
Florida
$522K +$196K +7,473 +60%
NFA
272
Nuveen Fund Advisors
Illinois
$520K -$1.26M -48,118 -71%
CGH
273
Crossmark Global Holdings
Texas
$518K +$8.16K +311 +2%
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$500K +$202K +7,714 +68%
AA
275
ALPS Advisors
Colorado
$497K +$497K +18,948 New
9 10
11
12 13