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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$392M
2
Millennium Management
Millennium Management
New York
$57.3M
3
Deutsche Bank
Deutsche Bank
Germany
$76.6M
4
Morgan Stanley
Morgan Stanley
New York
$55.6M
5
T
TOBAM
France
$43.7M

Top Sellers

1
First Manhattan
First Manhattan
New York
$38.2M
2
SCM
Smead Capital Management
Arizona
$578K
3
WHG
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
Victory Capital Management
Texas
$66K
5
Boston Partners
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
276
Lucus Advisors
New York
$346K +$346K +15,057 New
Commonwealth Equity Services
277
Commonwealth Equity Services
Massachusetts
$344K -$42.8K -1,859 -11%
CA
278
Cetera Advisors
Colorado
$343K +$343K +15,149 New
GL
279
GLG LLC
New York
$342K -$9.51K -413 -3%
LSERS
280
Louisiana State Employees Retirement System
Louisiana
$338K -$25.3K -1,100 -7%
KBC Group
281
KBC Group
Belgium
$337K – – –
QAM
282
Quantres Asset Management
Cayman Islands
$336K +$336K +14,600 New
HCM
283
Herndon Capital Management
Georgia
$331K -$188K -8,157 -36%
WBC
284
Westpac Banking Corp
Australia
$330K +$72.4K +3,148 +28%
DnB Asset Management
285
DnB Asset Management
Norway
$312K – – –
PAM
286
Princeton Alpha Management
New Jersey
$308K -$976K -42,418 -76%
Macquarie Group
287
Macquarie Group
Australia
$304K -$2.63M -114,268 -90%
LIC
288
Lodestar Investment Counsel
Illinois
$304K – – –
PNC
289
Park National Corp
Ohio
$303K +$33.1K +1,442 +12%
FIM
290
Freedom Investment Management
Connecticut
$299K +$33.4K +1,453 +13%
VKH
291
Virtu KCG Holdings
New York
$292K -$332K -14,431 -53%
CL
292
Choreo LLC
Illinois
$292K -$34.2K -1,476 -10%
ECM
293
Everence Capital Management
Indiana
$289K +$289K +12,554 New
BCM
294
Bayesian Capital Management
New York
$288K +$288K +12,542 New
V
295
Veritable
Delaware
$283K +$11.8K +513 +4%
O
296
OppenheimerFunds
New York
$281K +$60.4K +2,626 +27%
SCM
297
Sterneck Capital Management
Missouri
$280K -$414K -18,000 -60%
APFBOT
298
Amica Pension Fund Board of Trustees
Rhode Island
$276K – – –
MAM
299
Martingale Asset Management
Massachusetts
$263K -$139K -6,009 -35%
SM
300
Sciencast Management
New Jersey
$258K +$258K +11,200 New
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