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H&R Block
HRB

Overview Fund Activity

428 hedge funds and large institutions have $5.33B invested in H&R Block in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 146 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-21
Holders Change %
-4.68%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-81.82%
% of All Funds
0.05%
New
52
Increased
166
Reduced
146
Closed
68
Calls
$43.5M
Puts
$19.8M
Net Calls
+$23.7M
Net Calls Change
-$939K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$86.8M
2
Bank of America
Bank of America
North Carolina
+$77.1M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$51.3M
4
WHG
Westwood Holdings Group
Texas
+$43.4M
5
TSW
Thompson Siegel & Walmsley
Virginia
+$25.8M

Top Sellers

1
CGI
CI Global Investments
California
-$79.9M
2
Boston Partners
Boston Partners
Massachusetts
-$41.6M
3
American Century Companies
American Century Companies
Missouri
-$41.6M
4
GT
Glenmede Trust
Pennsylvania
-$30.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
326
Boston Family Office
Massachusetts
$238K – – –
CT
327
Chicago Trust
Illinois
$238K – – –
LCM
328
Leisure Capital Management
California
$230K +$230K +8,700 New
SEI Investments
329
SEI Investments
Pennsylvania
$229K -$306K -11,560 -57%
CA
330
Commerzbank Aktiengesellschaft
Germany
$229K -$265K -10,019 -54%
BAM
331
Burnham Asset Management
New York
$223K -$52.8K -2,000 -19%
PA
332
Profund Advisors
Maryland
$215K -$33.7K -1,275 -14%
VFS
333
VSR Financial Services
Kansas
$215K +$106 +4 +0%
AT
334
Arden Trust
Delaware
$209K +$31.8K +1,206 +18%
BFEC
335
Benjamin F. Edwards & Company
Missouri
$203K – – –
SEC
336
Seven Eight Capital
New York
$187K +$98K +3,700 +110%
Federated Hermes
337
Federated Hermes
Pennsylvania
$160K -$508K -19,278 -76%
WTB
338
Washington Trust Bank
Washington
$159K – – –
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$147K +$106K +4,371 +258%
MSV
340
MN Services Vermogensbeheer
Netherlands
$135K +$135K +5,844 New
OMCS
341
Old Mutual Customised Solutions
South Africa
$119K – – –
WAM
342
Wealthspire Advisors (Maryland)
Maryland
$116K +$95.8K +3,613 +473%
IR
343
Invictus RG
Bermuda
$115K +$115K +4,351 New
HNB
344
Huntington National Bank
Ohio
$113K -$472K -14,624 -81%
FA
345
Friess Associates
Delaware
$108K – – –
NC
346
Northpointe Capital
Michigan
$106K +$106K +4,025 New
Pacer Advisors
347
Pacer Advisors
Pennsylvania
$104K +$10.7K +405 +11%
IC
348
IKOS CIF
Cyprus
$94K +$94K +3,500 New
EOJOAM
349
E. Ohman J:or Asset Management
Sweden
$87.2K – – –
LTFS
350
Ladenburg Thalmann Financial Services
Florida
$85K +$447 +17 +0.5%
12 13
14
15 16