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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
10.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
77
Increased
156
Reduced
141
Closed
49
Calls
$43.4M
Puts
$112M
Net Calls
-$68.4M
Net Calls Change
-$29.1M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$106M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$44.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$38.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$25.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.7M

Top Sellers

1
Credit Agricole
Credit Agricole
France
-$64.1M
2
BlackRock
BlackRock
New York
-$47.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$35.9M
4
Deutsche Bank
Deutsche Bank
Germany
-$34.7M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
301
Secor Capital Advisors
New York
$335K +$125K +4,784 +60%
LSERS
302
Louisiana State Employees Retirement System
Louisiana
$333K -$10.5K -400 -3%
PCM
303
Prelude Capital Management
New York
$331K +$55.1K +2,102 +20%
LIA
304
LS Investment Advisors
Michigan
$330K -$37K -1,411 -10%
ACM
305
Azimuth Capital Management
Michigan
$330K -$28.8K -1,100 -8%
Loomis, Sayles & Company
306
Loomis, Sayles & Company
Massachusetts
$325K +$18.5K +704 +6%
VF
307
Virtu Financial
New York
$324K +$324K +12,359 New
GL
308
GLG LLC
New York
$323K – – –
FRM
309
Fox Run Management
Connecticut
$322K +$322K +12,297 New
LA
310
Lucus Advisors
New York
$317K -$18.1K -689 -5%
CL
311
Choreo LLC
Illinois
$316K -$18.9K -716 -6%
APFBOT
312
Amica Pension Fund Board of Trustees
Rhode Island
$314K – – –
IA
313
IFP Advisors
Florida
$306K -$144K -5,500 -32%
PI
314
PineBridge Investments
New York
$301K +$80.1K +3,057 +36%
V
315
Veritable
Delaware
$299K -$41.9K -1,598 -12%
Susquehanna International Group
316
Susquehanna International Group
Pennsylvania
$294K – – –
PG
317
PEAK6 Group
Illinois
$291K -$152K -5,808 -34%
GIA
318
Gateway Investment Advisers
Ohio
$288K -$39.8K -1,520 -12%
EWM
319
Evercore Wealth Management
New York
$288K – – –
CT
320
Chicago Trust
Illinois
$288K +$52.4K +2,000 +22%
WRF
321
Waddell & Reed Financial
Kansas
$281K +$281K +10,700 New
FAAS
322
First Allied Advisory Services
California
$279K +$33.4K +1,274 +14%
CPH
323
C Partners Holding
Switzerland
$278K +$278K +10,606 New
DTL
324
Dynamic Technology Lab
Singapore
$274K -$437K -16,708 -61%
SIM
325
Sentry Investment Management
Wisconsin
$274K – – –
11 12
13
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