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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$392M
2
Millennium Management
Millennium Management
New York
$57.3M
3
Deutsche Bank
Deutsche Bank
Germany
$76.6M
4
Morgan Stanley
Morgan Stanley
New York
$55.6M
5
T
TOBAM
France
$43.7M

Top Sellers

1
First Manhattan
First Manhattan
New York
$38.2M
2
SCM
Smead Capital Management
Arizona
$578K
3
WHG
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
Victory Capital Management
Texas
$66K
5
Boston Partners
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSV
326
MN Services Vermogensbeheer
Netherlands
$121K – – –
FNBT
327
FineMark National Bank & Trust
Florida
$107K -$105K -4,557 -50%
Creative Planning
328
Creative Planning
Kansas
$105K +$39.1K +1,706 +59%
OMCS
329
Old Mutual Customised Solutions
South Africa
$104K – – –
CG
330
Cutler Group
California
$103K +$71.2K +3,114 +224%
LTFS
331
Ladenburg Thalmann Financial Services
Florida
$99K +$25K +1,090 +34%
FA
332
Friess Associates
Delaware
$94K – – –
EA
333
Euclid Advisors
Connecticut
$93K -$16M -692,483 -99%
Pacer Advisors
334
Pacer Advisors
Pennsylvania
$93K +$2.14K +93 +2%
MFS
335
MSI Financial Services
Massachusetts
$77K +$30.8K +1,339 +67%
EOJOAM
336
E. Ohman J:or Asset Management
Sweden
$75.9K – – –
Victory Capital Management
337
Victory Capital Management
Texas
$66K -$41.5M -1,803,624 -100%
MAM
338
Mizuho Asset Management
Japan
$66K +$27K +1,171 +69%
VFA
339
Virtus Fund Advisers
Connecticut
$64K – – –
NSIM
340
North Star Investment Management
Illinois
$64K – – –
CCA
341
Checchi Capital Advisers
California
$63K +$4.58K +199 +8%
QI
342
QS Investors
New York
$59K -$1.95K -85 -3%
PCM
343
Penserra Capital Management
California
$50K +$16.7K +716 +50%
CFN
344
Cordasco Financial Network
Florida
$46K – – –
BC
345
Bartlett & Co
Ohio
$45K – – –
PG
346
PEAK6 Group
Illinois
$44K -$976K -42,530 -96%
ARMT
347
Amica Retiree Medical Trust
Rhode Island
$42K – – –
RWA
348
Ropes Wealth Advisors
Massachusetts
$37K -$717 -31 -2%
MCA
349
Mercer Capital Advisers
New Jersey
$36K – – –
VNA
350
Valley National Advisers
Pennsylvania
$36K +$69 +3 +0.2%
12 13
14
15 16