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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
58
Increased
135
Reduced
138
Closed
54
Calls
$56.2M
Puts
$24.5M
Net Calls
+$31.7M
Net Calls Change
+$1.49M

Top Buyers

1
Credit Agricole
Credit Agricole
France
$37M
2
JAM
Jupiter Asset Management
United Kingdom
$58.7M
3
WI
WBI Investments
New Jersey
$28.6M
4
TAM
Tocqueville Asset Management
New York
$36.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
$49.4M

Top Sellers

1
Millennium Management
Millennium Management
New York
$3.78M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$365M
3
WG
Winton Group
United Kingdom
$1.23M
4
HCM
Highbridge Capital Management
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
301
HM Payson & Co
Maine
$206K -$23.2K -1,000 -10%
Parallax Volatility Advisers
302
Parallax Volatility Advisers
California
$205K +$205K +8,847 New
IG
303
ING Group
Netherlands
$205K +$205K +9,039 New
LCM
304
Leisure Capital Management
California
$201K -$1.02K -44 -0.5%
Simplex Trading
305
Simplex Trading
Illinois
$194K -$220K -9,530 -53%
Creative Planning
306
Creative Planning
Kansas
$191K +$84.8K +3,656 +80%
Fuller & Thaler Asset Management
307
Fuller & Thaler Asset Management
California
$178K -$220K -9,500 -55%
BFEC
308
Benjamin F. Edwards & Company
Missouri
$178K – – –
MFS
309
MSI Financial Services
Massachusetts
$172K +$94.7K +4,094 +122%
IR
310
Invictus RG
Bermuda
$170K +$170K +7,342 New
DekaBank Deutsche Girozentrale
311
DekaBank Deutsche Girozentrale
Germany
$160K -$7.87M -344,450 -98%
MAM
312
Meeder Asset Management
Ohio
$160K -$489K -21,123 -75%
CG
313
Cutler Group
California
$155K +$51.3K +2,226 +49%
Macquarie Group
314
Macquarie Group
Australia
$153K -$153K -6,600 -50%
Toronto Dominion Bank
315
Toronto Dominion Bank
Ontario, Canada
$149K +$119K +5,149 +397%
MSV
316
MN Services Vermogensbeheer
Netherlands
$135K – – –
VIA
317
Virtus Investment Advisers
Connecticut
$131K +$131K +5,664 New
WAM
318
Wealthspire Advisors (Maryland)
Maryland
$128K +$5.14K +222 +4%
Daiwa Securities Group
319
Daiwa Securities Group
Japan
$125K – – –
LTFS
320
Ladenburg Thalmann Financial Services
Florida
$107K +$7.51K +326 +8%
OMCS
321
Old Mutual Customised Solutions
South Africa
$104K – – –
RA
322
Rational Advisors
New York
$98K +$98K +4,250 New
Victory Capital Management
323
Victory Capital Management
Texas
$97K +$30.5K +1,317 +46%
PCM
324
Penserra Capital Management
California
$97K +$47.7K +2,078 +97%
CCA
325
Catalyst Capital Advisors
New York
$95K +$95K +4,100 New
11 12
13
14 15