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H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$71.2M
2
Credit Agricole
Credit Agricole
France
+$67.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$55.6M
5
Millennium Management
Millennium Management
New York
+$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$129M
2
BlackRock
BlackRock
New York
-$121M
3
TSW
Thompson Siegel & Walmsley
Virginia
-$72.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$71.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$67.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
326
HighTower Advisors
Illinois
$300K -$11.6K -376 -4%
AFA
327
Abacus FCF Advisors
Florida
$294K +$151K +4,869 +105%
QI
328
QS Investors
New York
$293K +$214K +6,904 +270%
GCP
329
GSA Capital Partners
United Kingdom
$291K -$403K -13,026 -58%
Brown Advisory
330
Brown Advisory
Maryland
$289K -$339K -10,975 -54%
KeyBank National Association
331
KeyBank National Association
Ohio
$288K -$533K -17,222 -65%
Loomis, Sayles & Company
332
Loomis, Sayles & Company
Massachusetts
$285K +$285K +9,235 New
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$279K +$927 +30 +0.3%
BFO
334
Boston Family Office
Massachusetts
$278K – – –
BTS
335
BB&T Securities
Virginia
$275K -$83.4K -2,700 -23%
LCM
336
Leisure Capital Management
California
$258K -$8.33K -269 -3%
BOTW
337
Bank of the West
California
$256K -$16.6K -537 -6%
BA
338
Bridgewater Associates
Connecticut
$251K +$251K +8,117 New
HPC
339
HM Payson & Co
Maine
$250K +$250K +8,095 New
CI
340
Cigna Investments
Connecticut
$249K -$22.2K -712 -8%
PHK
341
Point72 Hong Kong
Hong Kong
$249K +$184K +5,945 +282%
MC
342
Menta Capital
California
$248K +$248K +8,021 New
Thrivent Financial for Lutherans
343
Thrivent Financial for Lutherans
Minnesota
$240K +$240K +7,780 New
BFEC
344
Benjamin F. Edwards & Company
Missouri
$239K -$7.03K -227 -3%
Simplex Trading
345
Simplex Trading
Illinois
$237K -$593K -19,257 -71%
RWM
346
Ritholtz Wealth Management
New York
$231K +$231K +7,459 New
CG
347
Cutler Group
California
$221K -$1.29M -41,898 -85%
SBIA
348
Sheaff Brock Investment Advisors
Indiana
$217K +$217K +7,019 New
ZDA
349
Zweig-DiMenna Associates
New York
$216K +$216K +7,000 New
PA
350
Profund Advisors
Maryland
$215K +$215K +6,943 New
12 13
14
15 16