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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.9M
2
Goldman Sachs
Goldman Sachs
New York
+$60.3M
3
Artisan Partners
Artisan Partners
Wisconsin
+$48.7M
4
Morgan Stanley
Morgan Stanley
New York
+$38.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$32.1M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$75.8M
2
Millennium Management
Millennium Management
New York
-$55.6M
3
BlackRock
BlackRock
New York
-$44.4M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$37.1M
5
PAM
Panagora Asset Management
Massachusetts
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
301
Redwood Investment Management
Arizona
$272K +$272K +10,559 New
HI
302
Horizon Investments
North Carolina
$267K -$736K -28,621 -73%
OIA
303
Optimum Investment Advisors
Illinois
$260K -$46.3K -1,800 -15%
CL
304
Choreo LLC
Illinois
$260K -$12.6K -483 -5%
GT
305
Glenmede Trust
Pennsylvania
$260K -$4.24K -165 -2%
PA
306
Profund Advisors
Maryland
$257K +$257K +9,985 New
PNC
307
Park National Corp
Ohio
$252K – – –
HP
308
Hikari Power
Japan
$251K – – –
Federated Hermes
309
Federated Hermes
Pennsylvania
$249K -$4.39M -170,299 -95%
Public Sector Pension Investment Board (PSP Investments)
310
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$248K -$54.1K -2,100 -18%
V
311
Veritable
Delaware
$248K -$18.7K -726 -7%
GIA
312
Gateway Investment Advisers
Ohio
$245K -$4.57K -177 -2%
MF
313
Magnetar Financial
Illinois
$244K +$244K +9,487 New
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$237K +$1.88K +73 +0.8%
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$236K +$1.5K +58 +0.6%
MML Investors Services
316
MML Investors Services
Massachusetts
$235K +$235K +9,137 New
BFO
317
Boston Family Office
Massachusetts
$232K – – –
Thrivent Financial for Lutherans
318
Thrivent Financial for Lutherans
Minnesota
$231K +$5.09K +198 +2%
FAAS
319
First Allied Advisory Services
California
$231K +$231K +8,798 New
AMI
320
Amica Mutual Insurance
Rhode Island
$229K – – –
KRS
321
Kentucky Retirement Systems
Kentucky
$225K -$3.34K -130 -1%
PP
322
Prudential plc
United Kingdom
$221K +$221K +8,600 New
LMGAM
323
Liberty Mutual Group Asset Management
Massachusetts
$215K +$215K +8,362 New
RJFSA
324
Raymond James Financial Services Advisors
Florida
$208K +$208K +8,077 New
BI
325
Bredin Investment
Delaware
$206K +$206K +8,000 New
11 12
13
14 15