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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$392M
2
Millennium Management
Millennium Management
New York
$57.3M
3
Deutsche Bank
Deutsche Bank
Germany
$76.6M
4
Morgan Stanley
Morgan Stanley
New York
$55.6M
5
T
TOBAM
France
$43.7M

Top Sellers

1
First Manhattan
First Manhattan
New York
$38.2M
2
SCM
Smead Capital Management
Arizona
$578K
3
WHG
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
Victory Capital Management
Texas
$66K
5
Boston Partners
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFWA
351
RPg Family Wealth Advisory
Massachusetts
$34.5K – – –
PAIA
352
Park Avenue Institutional Advisers
New York
$34K – – –
IPC
353
Independent Portfolio Consultants
Florida
$33K -$230 -10 -0.7%
NIPH
354
NN Investment Partners Holdings
Netherlands
$32K -$1.23M -53,644 -97%
Toronto Dominion Bank
355
Toronto Dominion Bank
Ontario, Canada
$30K -$12K -518 -29%
PHK
356
Point72 Hong Kong
Hong Kong
$28K +$28K +1,200 New
AP
357
Atwood & Palmer
Missouri
$26K – – –
AAM
358
Advisors Asset Management
Colorado
$25K – – –
ASN
359
Advisory Services Network
Georgia
$25K – – –
LWCFA
360
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K – – –
WP
361
WealthPLAN Partners
Nebraska
$23.1K +$23.1K +1,506 New
GWM
362
Geneos Wealth Management
Colorado
$23K – – –
EWM
363
Evercore Wealth Management
New York
$22K – – –
NCM
364
Nelson Capital Management
California
$22K +$4.78K +208 +28%
FHA
365
First Horizon Advisors
Tennessee
$21K +$339 +16 +2%
GLI
366
Guardian Life Insurance
New York
$20K +$249 +11 +1%
S
367
SignatureFD
Georgia
$16K -$201K -9,003 -93%
WA
368
WFG Advisors
Texas
$15K – – –
SAMC
369
Shinko Asset Management Company
Japan
$15K – – –
WA
370
WealthTrust-Arizona
Arizona
$15K +$6.47K +275 +76%
JFA
371
JNBA Financial Advisors
Minnesota
$14K – – –
WTB
372
Washington Trust Bank
Washington
$12K -$132K -5,507 -92%
KT
373
Kanaly Trust
Texas
$12K – – –
OFS
374
Orrstown Financial Services
Pennsylvania
$12K +$12K +500 New
MCM
375
MV Capital Management
Maryland
$11K +$11K +497 New
13 14
15
16 17