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H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$129M
2
Credit Agricole
Credit Agricole
France
$68.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$82.3M
5
Millennium Management
Millennium Management
New York
$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M
2
BlackRock
BlackRock
New York
$892M
3
TSW
Thompson Siegel & Walmsley
Virginia
$94.6M
4
Citadel Advisors
Citadel Advisors
Florida
$8.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBU
276
CIBC Bank USA
Illinois
$517K +$1.64K +53 +0.3%
ACM
277
Americafirst Capital Management
California
$514K +$514K +16,621 New
ADGIPS2
278
AmericaFirst Defensive Growth & Income Portfolio Series 2
California
$514K +$514K +16,621 New
LS
279
Livforsakringsbolaget Skandia
Sweden
$512K – – –
RJA
280
Raymond James & Associates
Florida
$507K +$12.4K +401 +3%
CD
281
Carl Domino
Florida
$500K – – –
BCIM
282
British Columbia Investment Management
British Columbia, Canada
$487K -$1.33M -43,072 -73%
MERSOM
283
Municipal Employees' Retirement System of Michigan
Michigan
$485K +$271K +8,760 +126%
PP
284
Paloma Partners
Connecticut
$476K -$1.06M -34,218 -69%
COPPSERS
285
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$476K +$835 +27 +0.2%
LIA
286
LS Investment Advisors
Michigan
$465K +$18.2K +588 +4%
SCI
287
S&CO Inc
Massachusetts
$464K – – –
Jacobs Levy Equity Management
288
Jacobs Levy Equity Management
New Jersey
$461K +$461K +14,930 New
MCIM
289
Meadow Creek Investment Management
Georgia
$459K -$100K -3,256 -18%
AIL
290
AGF Investments LLC
Ontario, Canada
$453K +$81.8K +2,643 +22%
DILIC
291
Dai-ichi Life Insurance Company
Japan
$447K -$60K -1,940 -12%
WBC
292
Westpac Banking Corp
Australia
$443K -$723K -23,395 -62%
LMGAM
293
Liberty Mutual Group Asset Management
Massachusetts
$437K +$122K +3,955 +39%
Envestnet Asset Management
294
Envestnet Asset Management
Illinois
$423K -$11.9K -384 -3%
GH
295
GAM Holding
Switzerland
$419K – – –
GL
296
GLG LLC
New York
$416K -$48.4K -1,566 -10%
KRS
297
Kentucky Retirement Systems
Kentucky
$410K +$31 +1 +0%
BFM
298
Boothbay Fund Management
New York
$410K +$410K +13,275 New
LIC
299
Lodestar Investment Counsel
Illinois
$408K – – –
V
300
Veritable
Delaware
$407K +$1.15K +37 +0.3%
10 11
12
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