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H&R Block
HRB

Overview Fund Activity

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$32.1M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$30.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$65.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$54.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$27.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
301
Schonfeld Strategic Advisors
New York
$349K +$349K +13,728 New
WAM
302
World Asset Management
Michigan
$343K -$118K -4,644 -26%
HAG
303
HighPoint Advisor Group
Illinois
$341K +$341K +11,707 New
WBC
304
Westpac Banking Corp
Australia
$339K – – –
LIC
305
Lodestar Investment Counsel
Illinois
$335K – – –
SMDAM
306
Sumitomo Mitsui DS Asset Management
Japan
$333K -$80.4K -3,172 -19%
PG
307
Pendal Group
Australia
$329K -$5.4M -212,377 -94%
BA
308
Bridgewater Associates
Connecticut
$327K +$327K +12,862 New
LSERS
309
Louisiana State Employees Retirement System
Louisiana
$325K +$2.54K +100 +0.8%
OIA
310
Optimum Investment Advisors
Illinois
$320K -$104K -4,100 -25%
LIA
311
LS Investment Advisors
Michigan
$320K +$25 +1 +0%
ACM
312
Azimuth Capital Management
Michigan
$307K -$12.7K -500 -4%
IA
313
IFP Advisors
Florida
$306K – – –
Pacer Advisors
314
Pacer Advisors
Pennsylvania
$306K +$70.7K +2,782 +30%
APFBOT
315
Amica Pension Fund Board of Trustees
Rhode Island
$305K – – –
HighTower Advisors
316
HighTower Advisors
Illinois
$301K -$33.1K -1,312 -10%
Mackenzie Financial
317
Mackenzie Financial
Ontario, Canada
$301K +$301K +11,831 New
Public Sector Pension Investment Board (PSP Investments)
318
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$298K +$40.7K +1,600 +16%
Loomis, Sayles & Company
319
Loomis, Sayles & Company
Massachusetts
$297K -$17.7K -698 -6%
CT
320
Chicago Trust
Illinois
$280K – – –
EWM
321
Evercore Wealth Management
New York
$279K – – –
KRS
322
Kentucky Retirement Systems
Kentucky
$277K -$50.3K -1,982 -15%
O
323
OppenheimerFunds
New York
$276K -$168K -6,601 -38%
V
324
Veritable
Delaware
$274K -$16.1K -633 -6%
GIA
325
Gateway Investment Advisers
Ohio
$271K -$8.6K -338 -3%
11 12
13
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