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H&R Block
HRB

Overview Fund Activity

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$107M
2
APG Asset Management
APG Asset Management
Netherlands
+$44.5M
3
PAM
Panagora Asset Management
Massachusetts
+$30M
4
American Century Companies
American Century Companies
Missouri
+$29.8M
5
Wells Fargo
Wells Fargo
California
+$24.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$45.9M
2
Millennium Management
Millennium Management
New York
-$29.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$29.1M
4
Two Sigma Investments
Two Sigma Investments
New York
-$25.7M
5
WI
WBI Investments
New Jersey
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
326
HL Financial Services
Kentucky
$274K – – –
RA
327
Royce & Associates
New York
$265K – – –
PNC
328
Park National Corp
Ohio
$261K – – –
AI
329
Atria Investments
North Carolina
$258K -$4.36K -165 -2%
OI
330
Oakbrook Investments
Illinois
$248K +$248K +9,350 New
FAAS
331
First Allied Advisory Services
California
$247K -$20.1K -763 -8%
GCA
332
Gideon Capital Advisors
New York
$247K +$73.4K +2,771 +42%
LMGAM
333
Liberty Mutual Group Asset Management
Massachusetts
$244K -$130K -4,919 -35%
KeyBank National Association
334
KeyBank National Association
Ohio
$244K -$2.14K -81 -0.9%
Commonwealth Equity Services
335
Commonwealth Equity Services
Massachusetts
$239K -$85.9K -3,243 -26%
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$239K +$317 +12 +0.1%
BFO
337
Boston Family Office
Massachusetts
$238K – – –
BTS
338
BB&T Securities
Virginia
$235K – – –
Twin Tree Management
339
Twin Tree Management
Texas
$228K +$228K +8,615 New
Thrivent Financial for Lutherans
340
Thrivent Financial for Lutherans
Minnesota
$227K +$21.2K +803 +10%
PI
341
PineBridge Investments
New York
$223K +$125K +4,738 +128%
BOTW
342
Bank of the West
California
$219K – – –
Brown Advisory
343
Brown Advisory
Maryland
$218K -$30.4K -1,146 -12%
SCA
344
Secor Capital Advisors
New York
$212K -$2.11M -79,625 -91%
AssetMark Inc
345
AssetMark Inc
California
$209K +$110K +4,170 +112%
CL
346
CSS LLC
Illinois
$207K +$207K +7,820 New
PHK
347
Point72 Hong Kong
Hong Kong
$205K -$8.73K -329 -4%
BFEC
348
Benjamin F. Edwards & Company
Missouri
$204K – – –
FP
349
FDO Partners
Massachusetts
$203K +$203K +7,678 New
Daiwa Securities Group
350
Daiwa Securities Group
Japan
$178K +$1.06K +40 +0.6%
12 13
14
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