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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.9M
2
Goldman Sachs
Goldman Sachs
New York
+$60.3M
3
Artisan Partners
Artisan Partners
Wisconsin
+$48.7M
4
Morgan Stanley
Morgan Stanley
New York
+$38.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$32.1M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$75.8M
2
Millennium Management
Millennium Management
New York
-$55.6M
3
BlackRock
BlackRock
New York
-$44.4M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$37.1M
5
PAM
Panagora Asset Management
Massachusetts
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
276
Paloma Partners
Connecticut
$368K -$1.21M -46,954 -77%
KBC Group
277
KBC Group
Belgium
$365K -$135K -5,226 -27%
Susquehanna International Group
278
Susquehanna International Group
Pennsylvania
$355K -$5.07M -196,919 -93%
WAM
279
World Asset Management
Michigan
$351K -$4.07K -158 -1%
NVCHI
280
New Vernon Capital Holdings II
New Jersey
$349K +$24.1K +936 +7%
Jane Street
281
Jane Street
New York
$348K -$3.97M -154,004 -92%
LS
282
Livforsakringsbolaget Skandia
Sweden
$347K -$33.5K -1,300 -9%
WBC
283
Westpac Banking Corp
Australia
$343K – – –
LIC
284
Lodestar Investment Counsel
Illinois
$340K – – –
LIA
285
LS Investment Advisors
Michigan
$340K +$23.1K +898 +7%
SMDAM
286
Sumitomo Mitsui DS Asset Management
Japan
$338K – – –
Brown Advisory
287
Brown Advisory
Maryland
$331K -$762K -29,625 -70%
II
288
IFM Investors
Australia
$319K +$32.5K +1,262 +11%
QT
289
Quantbot Technologies
New York
$314K +$314K +12,206 New
ACM
290
Azimuth Capital Management
Michigan
$312K – – –
MYIA
291
Mount Yale Investment Advisors
Colorado
$312K +$30.9K +1,090 +11%
LSERS
292
Louisiana State Employees Retirement System
Louisiana
$309K -$7.73K -300 -2%
APFBOT
293
Amica Pension Fund Board of Trustees
Rhode Island
$309K – – –
LB
294
Landmark Bank
Missouri
$307K -$19.9K -770 -6%
DTL
295
Dynamic Technology Lab
Singapore
$298K -$2.63M -102,329 -90%
BA
296
Bridgewater Associates
Connecticut
$286K +$286K +11,122 New
IA
297
IFP Advisors
Florida
$285K -$12K -465 -4%
CT
298
Chicago Trust
Illinois
$283K – – –
JPMPWA
299
J.P. Morgan Private Wealth Advisors
California
$280K -$632K -24,565 -69%
NIMI
300
Natixis Investment Managers International
France
$280K -$178K -6,927 -39%
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