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H&R Block
HRB

Overview Fund Activity

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$32.1M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$30.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$65.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$54.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$27.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
326
LMR Partners
United Kingdom
$271K – – –
SG Americas Securities
327
SG Americas Securities
New York
$269K -$321K -12,616 -54%
CL
328
Choreo LLC
Illinois
$268K -$38.1K -1,486 -12%
HFS
329
HL Financial Services
Kentucky
$263K – – –
Cambridge Investment Research Advisors
330
Cambridge Investment Research Advisors
Iowa
$263K +$263K +10,367 New
Brown Advisory
331
Brown Advisory
Maryland
$259K +$28.5K +1,122 +12%
FAAS
332
First Allied Advisory Services
California
$257K -$14.3K -562 -5%
Mirae Asset Global Investments
333
Mirae Asset Global Investments
South Korea
$257K +$257K +10,104 New
MYIA
334
Mount Yale Investment Advisors
Colorado
$257K +$257K +10,132 New
Verition Fund Management
335
Verition Fund Management
Connecticut
$250K -$739K -29,043 -75%
PNC
336
Park National Corp
Ohio
$249K – – –
SIM
337
Sentry Investment Management
Wisconsin
$241K -$24.2K -955 -9%
NVCHI
338
New Vernon Capital Holdings II
New Jersey
$233K +$233K +9,157 New
HPC
339
HM Payson & Co
Maine
$231K – – –
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$230K -$660 -26 -0.3%
BFO
341
Boston Family Office
Massachusetts
$229K – – –
RIM
342
Redwood Investment Management
Arizona
$227K +$227K +8,937 New
BIAS
343
Beacon Investment Advisory Services
New Jersey
$226K -$6.92K -272 -3%
AMI
344
Amica Mutual Insurance
Rhode Island
$226K – – –
OIWM
345
OptiFour Integrated Wealth Management
Virginia
$225K – – –
Thrivent Financial for Lutherans
346
Thrivent Financial for Lutherans
Minnesota
$222K +$4.17K +164 +2%
ZCA
347
Zeke Capital Advisors
Pennsylvania
$215K +$215K +8,456 New
CPH
348
C Partners Holding
Switzerland
$213K -$56.2K -2,213 -21%
LMGAM
349
Liberty Mutual Group Asset Management
Massachusetts
$212K – – –
SFS
350
Sowell Financial Services
Arkansas
$210K -$7.25K -271 -3%
12 13
14
15 16