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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
58
Increased
135
Reduced
138
Closed
54
Calls
$56.2M
Puts
$24.5M
Net Calls
+$31.7M
Net Calls Change
+$1.49M

Top Buyers

1
Credit Agricole
Credit Agricole
France
$37M
2
JAM
Jupiter Asset Management
United Kingdom
$58.7M
3
WI
WBI Investments
New Jersey
$28.6M
4
TAM
Tocqueville Asset Management
New York
$36.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
$49.4M

Top Sellers

1
Millennium Management
Millennium Management
New York
$3.78M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$365M
3
WG
Winton Group
United Kingdom
$1.23M
4
HCM
Highbridge Capital Management
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
351
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K – – –
AAM
352
Advisors Asset Management
Colorado
$23K -$2.3K -100 -9%
GWM
353
Geneos Wealth Management
Colorado
$23K – – –
IWC
354
Integrated Wealth Counsel
California
$23K +$23K +1,000 New
WP
355
WealthPLAN Partners
Nebraska
$22.7K -$11.3K -500 -33%
EWM
356
Evercore Wealth Management
New York
$22K – – –
FHA
357
First Horizon Advisors
Tennessee
$20K -$1.76K -80 -8%
TCIM
358
TIAA CREF Investment Management
New York
$19.6K +$3.65K +157,554 +23%
GLI
359
Guardian Life Insurance
New York
$19K -$995 -44 -5%
S
360
SignatureFD
Georgia
$19K +$2.81K +124 +17%
JFA
361
JNBA Financial Advisors
Minnesota
$19K +$5.43K +240 +40%
MCM
362
MV Capital Management
Maryland
$18K +$6.43K +276 +56%
ASN
363
Advisory Services Network
Georgia
$16K -$8.91K -390 -36%
WA
364
WFG Advisors
Texas
$15K – – –
SAMC
365
Shinko Asset Management Company
Japan
$15K – – –
WA
366
WealthTrust-Arizona
Arizona
$14K -$406 -18 -3%
DADC
367
D.A. Davidson & Co
Montana
$14K +$4.89K +215 +54%
Twin Tree Management
368
Twin Tree Management
Texas
$13K +$13K +550 New
KT
369
Kanaly Trust
Texas
$12K – – –
WTB
370
Washington Trust Bank
Washington
$12K +$462 +20 +4%
GXMC
371
Global X Management Company
New York
$11K +$10.2K +436 +1,363%
Bessemer Group
372
Bessemer Group
New Jersey
$10K – – –
FANJ
373
Financial Architects (New Jersey)
New Jersey
$10K +$10K +417 New
LWA
374
Lowe Wealth Advisors
Maryland
$9K – – –
QCG
375
Quadrant Capital Group
Ohio
$9K +$5.74K +328 +176%
13 14
15
16 17