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H&R Block
HRB

Overview Fund Activity

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$107M
2
APG Asset Management
APG Asset Management
Netherlands
+$44.5M
3
PAM
Panagora Asset Management
Massachusetts
+$30M
4
American Century Companies
American Century Companies
Missouri
+$29.8M
5
Wells Fargo
Wells Fargo
California
+$24.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$45.9M
2
Millennium Management
Millennium Management
New York
-$29.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$29.1M
4
Two Sigma Investments
Two Sigma Investments
New York
-$25.7M
5
WI
WBI Investments
New Jersey
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
301
Laurion Capital Management
New York
$352K -$7.57M -286,047 -96%
LIC
302
Lodestar Investment Counsel
Illinois
$350K – – –
LSERS
303
Louisiana State Employees Retirement System
Louisiana
$347K +$5.3K +200 +2%
V
304
Veritable
Delaware
$344K -$3.97K -150 -1%
CL
305
Choreo LLC
Illinois
$338K +$40.2K +1,507 +14%
LA
306
Lucus Advisors
New York
$338K +$338K +12,768 New
KRS
307
Kentucky Retirement Systems
Kentucky
$337K -$14.8K -560 -4%
GIA
308
Gateway Investment Advisers
Ohio
$331K -$9.47K -358 -3%
RJA
309
Raymond James & Associates
Florida
$329K -$105K -3,965 -24%
CCIA
310
Campbell & Co Investment Adviser
Maryland
$329K +$329K +12,433 New
FWM
311
Frontier Wealth Management
Missouri
$328K -$373K -14,098 -53%
GL
312
GLG LLC
New York
$326K -$30.3K -1,146 -9%
APFBOT
313
Amica Pension Fund Board of Trustees
Rhode Island
$317K – – –
Cambridge Investment Research Advisors
314
Cambridge Investment Research Advisors
Iowa
$311K +$51.3K +1,934 +20%
Loomis, Sayles & Company
315
Loomis, Sayles & Company
Massachusetts
$310K +$65.2K +2,461 +27%
Verition Fund Management
316
Verition Fund Management
Connecticut
$308K -$411K -15,533 -57%
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$301K +$301K +11,347 New
Envestnet Asset Management
318
Envestnet Asset Management
Illinois
$299K -$65K -2,443 -18%
Susquehanna International Group
319
Susquehanna International Group
Pennsylvania
$297K – – –
EWM
320
Evercore Wealth Management
New York
$291K – – –
MML Investors Services
321
MML Investors Services
Massachusetts
$288K +$31.2K +1,179 +12%
Nomura Holdings
322
Nomura Holdings
Japan
$283K -$813K -30,607 -74%
Tudor Investment Corp
323
Tudor Investment Corp
Connecticut
$281K +$281K +10,618 New
PCM
324
Prelude Capital Management
New York
$279K -$200K -7,549 -42%
SIM
325
Sentry Investment Management
Wisconsin
$277K – – –
11 12
13
14 15