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H&R Block
HRB

Overview Fund Activity

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
69
Increased
146
Reduced
127
Closed
52
Calls
$62.3M
Puts
$48.1M
Net Calls
+$14.2M
Net Calls Change
-$58.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$741M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$44.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$42.6M
4
TSW
Thompson Siegel & Walmsley
Virginia
+$35.1M
5
Norges Bank
Norges Bank
Norway
+$31.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$181M
2
LCOV
London Company of Virginia
Virginia
-$124M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$101M
4
Credit Agricole
Credit Agricole
France
-$49.1M
5
TAM
Tocqueville Asset Management
New York
-$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
351
Central Trust Company
Missouri
$55K -$46.7K -2,000 -46%
PHK
352
Point72 Hong Kong
Hong Kong
$49K -$73.2K -3,154 -60%
CFN
353
Cordasco Financial Network
Florida
$47K – – –
IIC
354
Integrated Investment Consultants
Michigan
$47K – – –
BC
355
Bartlett & Co
Ohio
$46K – – –
ARMT
356
Amica Retiree Medical Trust
Rhode Island
$43K – – –
RWA
357
Ropes Wealth Advisors
Massachusetts
$37K – – –
VNA
358
Valley National Advisers
Pennsylvania
$37K +$93 +4 +0.3%
ASN
359
Advisory Services Network
Georgia
$34K +$34K +1,451 New
MIC
360
MU Investments Company
Japan
$30K +$30K +1,300 New
WAM
361
Wealthspire Advisors (Maryland)
Maryland
$26K +$3.68K +160 +16%
LWCFA
362
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K – – –
MCM
363
MV Capital Management
Maryland
$24K +$2.8K +121 +13%
GWM
364
Geneos Wealth Management
Colorado
$23K – – –
RFM
365
Royal Fund Management
Florida
$23K – – –
HCM
366
Highlander Capital Management
New Jersey
$22K +$22K +950 New
JFGIW
367
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K -$966K -40,592 -98%
GLI
368
Guardian Life Insurance
New York
$19K +$119 +5 +0.6%
SA
369
SpiderRock Advisors
Delaware
$17K – – –
FHA
370
First Horizon Advisors
Tennessee
$15K -$6.39K -272 -30%
JFA
371
JNBA Financial Advisors
Minnesota
$14K – – –
LNB
372
Ledyard National Bank
$14K +$14K +600 New
WB
373
Webster Bank
Connecticut
$13K – – –
RIM
374
Rampart Investment Management
Connecticut
$13K +$13K +572 New
FPF
375
FNY Partners Fund
New York
$13K +$13K +600 New
13 14
15
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