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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.9M
2
Goldman Sachs
Goldman Sachs
New York
+$60.3M
3
Artisan Partners
Artisan Partners
Wisconsin
+$48.7M
4
Morgan Stanley
Morgan Stanley
New York
+$38.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$32.1M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$75.8M
2
Millennium Management
Millennium Management
New York
-$55.6M
3
BlackRock
BlackRock
New York
-$44.4M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$37.1M
5
PAM
Panagora Asset Management
Massachusetts
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
326
Benjamin F. Edwards & Company
Missouri
$198K – – –
Daiwa Securities Group
327
Daiwa Securities Group
Japan
$183K +$5.91K +230 +3%
AssetMark Inc
328
AssetMark Inc
California
$179K +$19.6K +763 +12%
Walleye Trading
329
Walleye Trading
New York
$174K -$3.03M -117,569 -95%
RFC
330
Regions Financial Corp
Alabama
$174K -$516 -20 -0.3%
LTFS
331
Ladenburg Thalmann Financial Services
Florida
$173K -$39.7K -1,539 -19%
Simplex Trading
332
Simplex Trading
Illinois
$172K -$1.56M -60,489 -90%
Victory Capital Management
333
Victory Capital Management
Texas
$171K +$28K +1,086 +20%
Qube Research & Technologies (QRT)
334
Qube Research & Technologies (QRT)
United Kingdom
$171K +$171K +6,639 New
FHA
335
Flagship Harbor Advisors
Massachusetts
$158K – – –
PG
336
Pendal Group
Australia
$152K -$371K -14,424 -71%
AIM
337
Anchor Investment Management
South Carolina
$147K – – –
LFA
338
Legacy Financial Advisors
Kentucky
$145K – – –
MSE
339
MUFG Securities EMEA
United Kingdom
$143K +$137K +5,338 +2,281%
FHB
340
First Hawaiian Bank
Hawaii
$137K +$137K +5,309 New
ACA
341
Atlas Capital Advisors
Wyoming
$122K +$122K +4,820 New
CPH
342
C Partners Holding
Switzerland
$120K -$81.9K -3,172 -41%
IUHSA
343
Itau Unibanco Holding S.A.
Brazil
$120K +$61.7K +2,385 +106%
NIPH
344
NN Investment Partners Holdings
Netherlands
$118K -$6.46M -251,387 -98%
EMG
345
ETF Managers Group
New Jersey
$114K +$12K +466 +12%
Macquarie Group
346
Macquarie Group
Australia
$113K -$110K -4,300 -49%
AIP
347
Ameritas Investment Partners
Nebraska
$102K – – –
TAIM
348
TD Ameritrade Investment Management
Nebraska
$98K +$43.3K +1,676 +79%
AP
349
Atwood & Palmer
Missouri
$94K – – –
TNBTD
350
Trustmark National Bank Trust Department
Mississippi
$94K +$94K +3,650 New
12 13
14
15 16