HRB icon

H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
10.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
77
Increased
156
Reduced
141
Closed
49
Calls
$43.4M
Puts
$112M
Net Calls
-$68.4M
Net Calls Change
-$29.1M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$106M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$44.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$38.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$25.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.7M

Top Sellers

1
Credit Agricole
Credit Agricole
France
-$64.1M
2
BlackRock
BlackRock
New York
-$47.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$35.9M
4
Deutsche Bank
Deutsche Bank
Germany
-$34.7M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
326
LMR Partners
United Kingdom
$271K -$94.1K -3,588 -26%
HFS
327
HL Financial Services
Kentucky
$271K – – –
Natixis Advisors
328
Natixis Advisors
Massachusetts
$269K -$372K -14,217 -58%
MME
329
Meag Munich Ergo
Germany
$268K +$268K +10,012 New
Public Sector Pension Investment Board (PSP Investments)
330
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$266K -$313K -11,900 -54%
QSS
331
Quantitative Systematic Strategies
Florida
$266K +$266K +10,162 New
RA
332
Royce & Associates
New York
$262K – – –
PNC
333
Park National Corp
Ohio
$257K – – –
MML Investors Services
334
MML Investors Services
Massachusetts
$252K -$32.9K -1,256 -12%
Pacer Advisors
335
Pacer Advisors
Pennsylvania
$243K -$714K -27,220 -75%
BIAS
336
Beacon Investment Advisory Services
New Jersey
$240K -$277K -10,550 -54%
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$238K +$1.34K +51 +0.6%
Brown Advisory
338
Brown Advisory
Maryland
$238K +$22.6K +861 +10%
HPC
339
HM Payson & Co
Maine
$238K +$238K +9,095 New
BFO
340
Boston Family Office
Massachusetts
$236K – – –
AMI
341
Amica Mutual Insurance
Rhode Island
$234K -$223K -8,474 -49%
OIWM
342
OptiFour Integrated Wealth Management
Virginia
$233K +$233K +8,870 New
State of Wisconsin Investment Board
343
State of Wisconsin Investment Board
Wisconsin
$231K +$231K +8,813 New
Thrivent Financial for Lutherans
344
Thrivent Financial for Lutherans
Minnesota
$224K -$602 -23 -0.3%
LMGAM
345
Liberty Mutual Group Asset Management
Massachusetts
$218K -$23.1K -884 -10%
MF
346
Magnetar Financial
Illinois
$218K +$218K +8,306 New
SFS
347
Sowell Financial Services
Arkansas
$215K +$215K +8,120 New
BI
348
Bredin Investment
Delaware
$214K +$214K +8,000 New
Holocene Advisors
349
Holocene Advisors
New York
$212K +$212K +8,076 New
LTFS
350
Ladenburg Thalmann Financial Services
Florida
$209K +$68.7K +2,624 +49%
12 13
14
15 16