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H&R Block
HRB

Overview Fund Activity

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$32.1M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$30.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$65.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$54.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$27.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
251
Cadence Capital Management
Massachusetts
$694K -$53.8K -2,116 -7%
QIM
252
Quantitative Investment Management
Virginia
$691K -$96.5K -3,800 -12%
MOACM
253
Mutual of America Capital Management
New York
$679K -$117K -4,616 -15%
RT
254
Rockland Trust
Massachusetts
$676K +$676K +26,620 New
CBOA
255
Commonwealth Bank of Australia
Australia
$671K -$184K -7,302 -22%
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$669K -$32.7K -1,286 -5%
JIM
257
Jensen Investment Management
Oregon
$661K +$29.5K +1,160 +5%
CC
258
Clearline Capital
New York
$657K +$657K +25,869 New
TC
259
Trilogy Capital
California
$653K +$653K +25,683 New
LPL Financial
260
LPL Financial
California
$649K +$76.5K +3,009 +13%
B
261
BP
United Kingdom
$635K – – –
Commonwealth Equity Services
262
Commonwealth Equity Services
Massachusetts
$604K +$188K +7,400 +45%
KBC Group
263
KBC Group
Belgium
$585K – – –
WCM
264
Wedge Capital Management
North Carolina
$581K +$5.24K +206 +0.9%
OPERF
265
Oregon Public Employees Retirement Fund
Oregon
$572K +$1.12K +44 +0.2%
TAF
266
Tredje AP-fonden
Sweden
$568K +$39.7K +1,550 +8%
AWE
267
Avidian Wealth Enterprises
Texas
$564K +$160K +6,295 +40%
FRM
268
Fox Run Management
Connecticut
$562K +$250K +9,822 +80%
Neuberger Berman Group
269
Neuberger Berman Group
New York
$545K +$119K +4,469 +28%
Bank of Nova Scotia
270
Bank of Nova Scotia
Ontario, Canada
$536K -$163K -6,395 -23%
SAM
271
Securian Asset Management
Minnesota
$535K -$5.08K -200 -0.9%
CAM
272
Claret Asset Management
Quebec, Canada
$520K -$1.98K -78 -0.4%
RC
273
RBF Capital
California
$508K – – –
NMERB
274
New Mexico Educational Retirement Board
New Mexico
$507K – – –
MYAM
275
Meiji Yasuda Asset Management
Japan
$500K +$500K +19,690 New
9 10
11
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