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H&R Block
HRB

Overview Fund Activity

450 hedge funds and large institutions have $4.51B invested in H&R Block in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
55
Increased
145
Reduced
162
Closed
52
Calls
$60.8M
Puts
$120M
Net Calls
-$59.5M
Net Calls Change
-$77.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$99.3M
2
Millennium Management
Millennium Management
New York
+$68.8M
3
MSL
Mackay Shields LLC
New York
+$22.8M
4
SI
Scout Investments
Missouri
+$13.5M
5
Invesco
Invesco
Georgia
+$13M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$34.4M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$34.1M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$31.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$28.9M
5
TSW
Thompson Siegel & Walmsley
Virginia
-$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCI
301
S&CO Inc
Massachusetts
$342K – – –
Mackenzie Financial
302
Mackenzie Financial
Ontario, Canada
$342K +$72.5K +3,185 +27%
LS
303
Livforsakringsbolaget Skandia
Sweden
$337K – – –
DILIC
304
Dai-ichi Life Insurance Company
Japan
$329K – – –
MERSOM
305
Municipal Employees' Retirement System of Michigan
Michigan
$323K – – –
WAM
306
World Asset Management
Michigan
$314K +$6.78K +298 +2%
PHK
307
Point72 Hong Kong
Hong Kong
$308K +$233K +10,237 +313%
WBC
308
Westpac Banking Corp
Australia
$304K – – –
LIC
309
Lodestar Investment Counsel
Illinois
$301K – – –
SMDAM
310
Sumitomo Mitsui DS Asset Management
Japan
$299K – – –
LB
311
Landmark Bank
Missouri
$289K +$289K +12,666 New
PM
312
Parametrica Management
Hong Kong
$289K +$289K +12,680 New
NVCHI
313
New Vernon Capital Holdings II
New Jersey
$288K +$79.3K +3,478 +38%
LIA
314
LS Investment Advisors
Michigan
$281K -$6.16K -270 -2%
LSERS
315
Louisiana State Employees Retirement System
Louisiana
$280K -$11.4K -500 -4%
ACM
316
Azimuth Capital Management
Michigan
$276K – – –
APFBOT
317
Amica Pension Fund Board of Trustees
Rhode Island
$273K – – –
OIA
318
Optimum Investment Advisors
Illinois
$271K -$15.9K -700 -6%
Public Sector Pension Investment Board (PSP Investments)
319
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$267K – – –
IA
320
IFP Advisors
Florida
$263K -$3.19K -140 -1%
Mirae Asset Global Investments
321
Mirae Asset Global Investments
South Korea
$263K +$33.2K +1,460 +14%
II
322
IFM Investors
Australia
$253K +$64.6K +2,839 +34%
CT
323
Chicago Trust
Illinois
$251K – – –
OMCS
324
Old Mutual Customised Solutions
South Africa
$251K +$103K +4,500 +69%
EWM
325
Evercore Wealth Management
New York
$250K – – –
11 12
13
14 15