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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
10.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
77
Increased
156
Reduced
141
Closed
49
Calls
$43.4M
Puts
$112M
Net Calls
-$68.4M
Net Calls Change
-$29.1M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$106M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$44.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$38.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$25.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.7M

Top Sellers

1
Credit Agricole
Credit Agricole
France
-$64.1M
2
BlackRock
BlackRock
New York
-$47.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$35.9M
4
Deutsche Bank
Deutsche Bank
Germany
-$34.7M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
276
Ferris Capital
Massachusetts
$494K +$494K +18,828 New
COPPSERS
277
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$490K +$44.5K +1,698 +10%
WAM
278
World Asset Management
Michigan
$476K -$34K -1,297 -7%
NSEDCP
279
NJ State Employees Deferred Compensation Plan
New Jersey
$472K – – –
O
280
OppenheimerFunds
New York
$458K +$39K +1,487 +9%
OIA
281
Optimum Investment Advisors
Illinois
$438K -$39.3K -1,500 -8%
SRAM
282
Stone Ridge Asset Management
New York
$436K +$436K +16,636 New
Commonwealth Equity Services
283
Commonwealth Equity Services
Massachusetts
$430K +$193K +7,366 +82%
SB
284
Suntrust Banks
Georgia
$428K -$134K -5,119 -24%
Millennium Management
285
Millennium Management
New York
$427K -$8.24M -314,133 -95%
SMDAM
286
Sumitomo Mitsui DS Asset Management
Japan
$427K -$15.1K -578 -3%
SCI
287
S&CO Inc
Massachusetts
$426K +$32.8K +1,250 +8%
Capstone Investment Advisors
288
Capstone Investment Advisors
New York
$422K +$422K +16,097 New
Neuberger Berman Group
289
Neuberger Berman Group
New York
$420K +$420K +16,009 New
NAM
290
Nissay Asset Management
Japan
$415K +$415K +15,813 New
BCIM
291
British Columbia Investment Management
British Columbia, Canada
$407K -$203K -7,744 -33%
LS
292
Livforsakringsbolaget Skandia
Sweden
$387K -$47.1K -1,800 -11%
DILIC
293
Dai-ichi Life Insurance Company
Japan
$379K – – –
MERSOM
294
Municipal Employees' Retirement System of Michigan
Michigan
$372K – – –
Nomura Holdings
295
Nomura Holdings
Japan
$352K +$72.4K +2,761 +26%
WBC
296
Westpac Banking Corp
Australia
$350K – – –
IH
297
IFC Holdings
Florida
$349K -$178K -6,793 -34%
LIC
298
Lodestar Investment Counsel
Illinois
$346K – – –
HighTower Advisors
299
HighTower Advisors
Illinois
$344K +$344K +13,234 New
KRS
300
Kentucky Retirement Systems
Kentucky
$338K +$4.51K +172 +1%
10 11
12
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