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H&R Block
HRB

Overview Fund Activity

450 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
9.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
54
Increased
183
Reduced
142
Closed
60
Calls
$27.4M
Puts
$26M
Net Calls
+$1.36M
Net Calls Change
+$45.2M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$64.3M
2
Ameriprise
Ameriprise
Minnesota
+$45M
3
A
AustralianSuper
Australia
+$39.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$34M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$32.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$54.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$37M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$34.7M
4
Squarepoint
Squarepoint
New York
-$32.6M
5
Morgan Stanley
Morgan Stanley
New York
-$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMERB
276
New Mexico Educational Retirement Board
New Mexico
$410K -$9.57K -400 -2%
Public Sector Pension Investment Board (PSP Investments)
277
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$410K +$132K +5,500 +47%
TRCT
278
Tower Research Capital (TRC)
New York
$410K +$263K +11,004 +180%
CPO
279
Cerity Partners OCIO
New York
$404K -$602K -25,133 -60%
TC
280
TownSquare Capital
Utah
$403K +$403K +16,842 New
VI
281
Versor Investments
New York
$402K +$31.1K +1,300 +8%
JIC
282
Johnson Investment Counsel
Ohio
$396K +$192K +8,000 +94%
QAM
283
Quantres Asset Management
Cayman Islands
$388K – – –
PIA
284
Phoenix Investment Adviser
New York
$383K +$383K +16,000 New
FRM
285
Fox Run Management
Connecticut
$360K +$360K +15,023 New
SCI
286
S&CO Inc
Massachusetts
$359K – – –
Mariner
287
Mariner
Kansas
$356K +$105K +4,387 +42%
Victory Capital Management
288
Victory Capital Management
Texas
$352K +$64.9K +2,709 +23%
CGH
289
Crossmark Global Holdings
Texas
$350K +$2.15K +90 +0.6%
DILIC
290
Dai-ichi Life Insurance Company
Japan
$346K – – –
WAM
291
World Asset Management
Michigan
$342K +$30.1K +1,258 +10%
FHB
292
First Hawaiian Bank
Hawaii
$340K +$72.1K +3,003 +27%
LAM
293
Lingohr Asset Management
Germany
$331K +$331K +13,856 New
II
294
IFM Investors
Australia
$329K – – –
LB
295
Landmark Bank
Missouri
$329K +$29.4K +1,230 +10%
LS
296
Livforsakringsbolaget Skandia
Sweden
$323K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
297
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$321K +$50.3K +2,100 +19%
MF
298
Magnetar Financial
Illinois
$319K +$319K +13,335 New
LIC
299
Lodestar Investment Counsel
Illinois
$316K – – –
Brown Advisory
300
Brown Advisory
Maryland
$313K +$3.72K +156 +1%
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