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H&R Block
HRB

Overview Fund Activity

407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
134
Reduced
148
Closed
50
Calls
$88.4M
Puts
$16M
Net Calls
+$72.4M
Net Calls Change
+$40.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$167M
2
Goldman Sachs
2
Goldman Sachs
New York
$80.5M
3
BG
3
BlackRock Group
United Kingdom
$173M
4
BA
4
BlackRock Advisors
Delaware
$123M
5
FCH
5
Freestone Capital Holdings
Washington
$19.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$157M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$215M
4
CGI
4
CI Global Investments
California
$0
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
326
Ladenburg Thalmann Financial Services
Florida
$122K 5,343 +695 +15%
PHK
327
Point72 Hong Kong
Hong Kong
$121K 5,264 +3,064 +139%
TRCT
328
Tower Research Capital (TRC)
New York
$120K 5,212 +3,790 +267%
CTC
329
Central Trust Company
Missouri
$100K 4,353 +2,000 +85%
NIMI
330
Natixis Investment Managers International
France
$95K 4,132 -18,580 -82%
Victory Capital Management
331
Victory Capital Management
Texas
$95K 4,120 -62 -1%
Robeco Institutional Asset Management
332
Robeco Institutional Asset Management
Netherlands
$87K 3,768 +3,768 New
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$86K 3,750 +3,750 New
EOJOAM
334
E. Ohman J:or Asset Management
Sweden
$75.9K 3,300 – –
SO
335
STRS Ohio
Ohio
$72K 3,153 +3,153 New
RFWA
336
RPg Family Wealth Advisory
Massachusetts
$69K 3,000 – –
NSIM
337
North Star Investment Management
Illinois
$64K 2,800 – –
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$64K 2,885 +2,885 New
VFA
339
Virtus Fund Advisers
Connecticut
$63K 2,724 – –
QI
340
QS Investors
New York
$59K 2,561 -18 -0.7%
AFA
341
Abacus FCF Advisors
Florida
$56K 2,456 +1,376 +127%
AP
342
Advisors Preferred
Maryland
$52K 2,257 +2,257 New
CFN
343
Cordasco Financial Network
Florida
$46K 2,000 – –
IIC
344
Integrated Investment Consultants
Michigan
$46K 2,000 +2,000 New
BC
345
Bartlett & Co
Ohio
$45K 1,963 – –
ARMT
346
Amica Retiree Medical Trust
Rhode Island
$42K 1,829 – –
IWC
347
Integrated Wealth Counsel
California
$39K 1,700 +700 +70%
RWA
348
Ropes Wealth Advisors
Massachusetts
$37K 1,600 – –
MCA
349
Mercer Capital Advisers
New Jersey
$36K 1,550 – –
VNA
350
Valley National Advisers
Pennsylvania
$36K 1,582 +3 +0.2%
12 13
14
15 16