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H&R Block
HRB

Overview Fund Activity

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
69
Increased
146
Reduced
127
Closed
52
Calls
$62.3M
Puts
$48.1M
Net Calls
+$14.2M
Net Calls Change
-$58.3M

Top Buyers

1
BlackRock
BlackRock
New York
$762M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$47.6M
3
Citadel Advisors
Citadel Advisors
Florida
$59.8M
4
TSW
Thompson Siegel & Walmsley
Virginia
$126M
5
Norges Bank
Norges Bank
Norway
$80.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$36.8M
2
LCOV
London Company of Virginia
Virginia
$503K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$58.1M
4
Credit Agricole
Credit Agricole
France
$712K
5
TAM
Tocqueville Asset Management
New York
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
301
Voloridge Investment Management
Florida
$265K +$265K +11,400 New
CL
302
Choreo LLC
Illinois
$263K +$446 +19 +0.2%
Twin Tree Management
303
Twin Tree Management
Texas
$263K +$263K +11,302 New
SA
304
Sicart Associates
New York
$256K -$524K -22,500 -67%
EWM
305
Evercore Wealth Management
New York
$255K – – –
Nuveen Asset Management
306
Nuveen Asset Management
Illinois
$252K -$459K -19,763 -65%
SIM
307
Sentry Investment Management
Wisconsin
$243K -$10.3K -441 -4%
FAAS
308
First Allied Advisory Services
California
$241K +$11.7K +501 +5%
HFS
309
HL Financial Services
Kentucky
$240K -$929 -40 -0.4%
LMGAM
310
Liberty Mutual Group Asset Management
Massachusetts
$238K -$158K -6,737 -40%
HighTower Advisors
311
HighTower Advisors
Illinois
$235K -$50K -2,154 -18%
BT
312
Beacon Trust
New Jersey
$233K -$24.2K -1,180 -9%
RA
313
Royce & Associates
New York
$233K – – –
PNC
314
Park National Corp
Ohio
$228K -$36K -1,550 -14%
S
315
SignatureFD
Georgia
$227K +$227K +9,750 New
TSS
316
Two Sigma Securities
New York
$214K +$214K +9,201 New
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$209K – – –
BFO
318
Boston Family Office
Massachusetts
$209K – – –
TI
319
Trexquant Investment
Connecticut
$208K +$208K +8,933 New
Franklin Resources
320
Franklin Resources
California
$206K +$206K +8,887 New
CI
321
Cigna Investments
Connecticut
$205K +$205K +8,712 New
BOTW
322
Bank of the West
California
$205K +$205K +8,821 New
AI
323
Atria Investments
North Carolina
$202K +$202K +8,705 New
LCM
324
Leisure Capital Management
California
$200K -$5.44K -234 -3%
IR
325
Invictus RG
Bermuda
$199K +$199K +8,560 New
11 12
13
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