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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
58
Increased
135
Reduced
138
Closed
54
Calls
$56.2M
Puts
$24.5M
Net Calls
+$31.7M
Net Calls Change
+$1.49M

Top Buyers

1
Credit Agricole
Credit Agricole
France
$37M
2
JAM
Jupiter Asset Management
United Kingdom
$58.7M
3
WI
WBI Investments
New Jersey
$28.6M
4
TAM
Tocqueville Asset Management
New York
$36.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
$49.4M

Top Sellers

1
Millennium Management
Millennium Management
New York
$3.78M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$365M
3
WG
Winton Group
United Kingdom
$1.23M
4
HCM
Highbridge Capital Management
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
326
Friess Associates
Delaware
$94K – – –
EOJOAM
327
E. Ohman J:or Asset Management
Sweden
$76.4K – – –
RFWA
328
RPg Family Wealth Advisory
Massachusetts
$69.5K +$34.7K +1,500 +100%
MAM
329
Mizuho Asset Management
Japan
$66K – – –
NSIM
330
North Star Investment Management
Illinois
$65K – – –
VFA
331
Virtus Fund Advisers
Connecticut
$64K – – –
QI
332
QS Investors
New York
$60K – – –
CTC
333
Central Trust Company
Missouri
$54K +$54K +2,353 New
PHK
334
Point72 Hong Kong
Hong Kong
$51K +$23.2K +1,000 +83%
FNBT
335
FineMark National Bank & Trust
Florida
$48K -$61.1K -2,596 -56%
IPC
336
Independent Portfolio Consultants
Florida
$47K +$13.5K +580 +40%
CFN
337
Cordasco Financial Network
Florida
$46K – – –
BC
338
Bartlett & Co
Ohio
$45K – – –
ARMT
339
Amica Retiree Medical Trust
Rhode Island
$42K – – –
RWA
340
Ropes Wealth Advisors
Massachusetts
$37K – – –
VNA
341
Valley National Advisers
Pennsylvania
$37K +$94 +4 +0.3%
MCA
342
Mercer Capital Advisers
New Jersey
$36K – – –
TRCT
343
Tower Research Capital (TRC)
New York
$33K -$95.6K -4,119 -74%
NIPH
344
NN Investment Partners Holdings
Netherlands
$32K – – –
AP
345
Atwood & Palmer
Missouri
$27K – – –
NFG
346
Next Financial Group
Texas
$27K +$27K +1,175 New
AFA
347
Abacus FCF Advisors
Florida
$25K +$25K +1,080 New
PFS
348
Physicians Financial Services
North Carolina
$25K +$25K +1,100 New
IUHSA
349
Itau Unibanco Holding S.A.
Brazil
$25K +$25K +1,100 New
SEI Investments
350
SEI Investments
Pennsylvania
$24K -$166K -7,172 -87%
12 13
14
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