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H&R Block
HRB

Overview Fund Activity

460 hedge funds and large institutions have $4.93B invested in H&R Block in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+23
Holders Change %
+5.26%
% of All Funds
10.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
65
Increased
150
Reduced
162
Closed
38
Calls
$38.8M
Puts
$82.7M
Net Calls
-$43.9M
Net Calls Change
+$2.5M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$131M
2
Man Group
Man Group
United Kingdom
+$59.5M
3
HCM
Hamlin Capital Management
New York
+$47.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$34.4M
5
Squarepoint
Squarepoint
New York
+$32.6M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$138M
2
Goldman Sachs
Goldman Sachs
New York
-$28M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$27.2M
4
American Century Companies
American Century Companies
Missouri
-$26.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
251
Blueshift Asset Management
New Jersey
$629K +$629K +24,788 New
Mitsubishi UFJ Asset Management
252
Mitsubishi UFJ Asset Management
Japan
$613K -$77.4K -3,134 -11%
Wealthfront Advisers
253
Wealthfront Advisers
California
$609K +$609K +23,998 New
AAM
254
Azzad Asset Management
Virginia
$606K +$138K +5,450 +30%
CSS
255
Cubist Systematic Strategies
Connecticut
$605K -$1.23M -48,585 -67%
RCM
256
Riverhead Capital Management
Delaware
$596K -$67K -2,645 -10%
TRSOTSOK
257
Teachers Retirement System of the State of Kentucky
Kentucky
$571K – – –
WCM
258
Wedge Capital Management
North Carolina
$570K -$106K -4,194 -16%
ASN
259
Advisory Services Network
Georgia
$570K -$87K -3,434 -13%
OPERF
260
Oregon Public Employees Retirement Fund
Oregon
$569K -$7K -276 -1%
B
261
BP
United Kingdom
$558K +$558K +22,000 New
SAM
262
Securian Asset Management
Minnesota
$531K +$1.55K +61 +0.3%
MCIM
263
Meadow Creek Investment Management
Georgia
$521K -$59.7K -2,354 -10%
RC
264
RBF Capital
California
$507K – – –
CAM
265
Claret Asset Management
Quebec, Canada
$506K -$55.5K -2,187 -10%
Jane Street
266
Jane Street
New York
$496K +$153K +6,053 +45%
NA
267
Navellier & Associates
Nevada
$484K +$29.4K +1,158 +6%
FC
268
Ferris Capital
Massachusetts
$478K – – –
TCM
269
Teza Capital Management
Illinois
$467K -$308K -12,141 -40%
MML Investors Services
270
MML Investors Services
Massachusetts
$459K +$227K +8,940 +98%
NSEDCP
271
NJ State Employees Deferred Compensation Plan
New Jersey
$457K – – –
SB
272
Suntrust Banks
Georgia
$450K +$23.7K +935 +6%
NMERB
273
New Mexico Educational Retirement Board
New Mexico
$445K -$27.9K -1,100 -6%
NAM
274
Nissay Asset Management
Japan
$439K +$1.37K +54 +0.3%
ZCM
275
Zebra Capital Management
Connecticut
$435K -$59.9K -2,360 -12%
9 10
11
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