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H&R Block
HRB

Overview Fund Activity

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$107M
2
APG Asset Management
APG Asset Management
Netherlands
+$44.5M
3
PAM
Panagora Asset Management
Massachusetts
+$30M
4
American Century Companies
American Century Companies
Missouri
+$29.8M
5
Wells Fargo
Wells Fargo
California
+$24.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$45.9M
2
Millennium Management
Millennium Management
New York
-$29.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$29.1M
4
Two Sigma Investments
Two Sigma Investments
New York
-$25.7M
5
WI
WBI Investments
New Jersey
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSEDCP
276
NJ State Employees Deferred Compensation Plan
New Jersey
$477K – – –
DnB Asset Management
277
DnB Asset Management
Norway
$468K – – –
AMI
278
Amica Mutual Insurance
Rhode Island
$460K – – –
IA
279
IFP Advisors
Florida
$455K -$4.42K -167 -1%
EMG
280
Ellington Management Group
Connecticut
$450K -$1.76M -66,500 -80%
COPPSERS
281
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$450K +$42.6K +1,611 +10%
PG
282
PEAK6 Group
Illinois
$447K -$670K -25,319 -60%
SMDAM
283
Sumitomo Mitsui DS Asset Management
Japan
$447K – – –
LS
284
Livforsakringsbolaget Skandia
Sweden
$439K – – –
AWM
285
Affinity Wealth Management
Delaware
$437K +$437K +16,518 New
CI
286
Cigna Investments
Connecticut
$431K +$220K +8,307 +104%
SM
287
Sciencast Management
New Jersey
$426K +$426K +17,490 New
O
288
OppenheimerFunds
New York
$423K +$75.8K +2,864 +22%
NIT
289
NumerixS Investment Technologies
British Columbia, Canada
$402K -$1.28M -48,411 -76%
SCI
290
S&CO Inc
Massachusetts
$401K – – –
FM
291
Foster & Motley
Ohio
$396K +$396K +14,959 New
VI
292
Versor Investments
New York
$387K +$207K +7,800 +115%
DILIC
293
Dai-ichi Life Insurance Company
Japan
$383K – – –
MERSOM
294
Municipal Employees' Retirement System of Michigan
Michigan
$375K -$40.5K -1,530 -10%
LIA
295
LS Investment Advisors
Michigan
$371K -$28.1K -1,060 -7%
LP
296
LMR Partners
United Kingdom
$369K -$338K -12,749 -48%
WI
297
WBI Investments
New Jersey
$367K -$21.4M -807,941 -98%
ACM
298
Azimuth Capital Management
Michigan
$363K -$4.79M -180,870 -93%
ACM
299
Americafirst Capital Management
California
$358K -$82K -3,097 -19%
WBC
300
Westpac Banking Corp
Australia
$353K -$26.4K -997 -7%
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