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H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$71.2M
2
Credit Agricole
Credit Agricole
France
+$67.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$55.6M
5
Millennium Management
Millennium Management
New York
+$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$129M
2
BlackRock
BlackRock
New York
-$121M
3
TSW
Thompson Siegel & Walmsley
Virginia
-$72.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$71.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$67.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
301
OppenheimerFunds
New York
$405K -$69.7K -2,256 -15%
LSERS
302
Louisiana State Employees Retirement System
Louisiana
$399K +$6.19K +200 +2%
GIA
303
Gateway Investment Advisers
Ohio
$398K +$1.08K +35 +0.3%
CANY
304
Caxton Associates (New York)
New York
$386K +$386K +12,500 New
SEI Investments
305
SEI Investments
Pennsylvania
$380K +$265K +8,581 +231%
Commonwealth Equity Services
306
Commonwealth Equity Services
Massachusetts
$379K -$204K -6,617 -35%
APFBOT
307
Amica Pension Fund Board of Trustees
Rhode Island
$371K – – –
CIBC World Market
308
CIBC World Market
Ontario, Canada
$366K +$366K +11,829 New
IG
309
ING Group
Netherlands
$355K +$402 +13 +0.1%
KI
310
Koch Industries
Kansas
$349K +$349K +11,278 New
CL
311
Choreo LLC
Illinois
$347K -$1.93K -62 -0.6%
Susquehanna International Group
312
Susquehanna International Group
Pennsylvania
$346K -$1.25M -40,536 -78%
SA
313
Sicart Associates
New York
$340K – – –
EWM
314
Evercore Wealth Management
New York
$340K – – –
FCM
315
Flinton Capital Management
Pennsylvania
$334K -$73.1K -2,368 -18%
ZIM
316
Zacks Investment Management
Illinois
$326K +$326K +10,549 New
SIM
317
Sentry Investment Management
Wisconsin
$323K – – –
HFS
318
HL Financial Services
Kentucky
$320K – – –
FAAS
319
First Allied Advisory Services
California
$309K -$6.99K -229 -2%
RA
320
Royce & Associates
New York
$309K – – –
AI
321
Atria Investments
North Carolina
$307K +$37.6K +1,214 +14%
PNC
322
Park National Corp
Ohio
$304K – – –
Cambridge Investment Research Advisors
323
Cambridge Investment Research Advisors
Iowa
$303K +$303K +9,794 New
MIFH
324
Migdal Insurance & Financial Holdings
Israel
$300K -$435K -14,091 -59%
MML Investors Services
325
MML Investors Services
Massachusetts
$300K -$68.4K -2,210 -19%
11 12
13
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