HRB icon

H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$129M
2
Credit Agricole
Credit Agricole
France
$68.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$82.3M
5
Millennium Management
Millennium Management
New York
$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M
2
BlackRock
BlackRock
New York
$892M
3
TSW
Thompson Siegel & Walmsley
Virginia
$94.6M
4
Citadel Advisors
Citadel Advisors
Florida
$8.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
BST
351
Bath Savings Trust
Maine
$215K +$215K +6,961 New
SFS
352
Sowell Financial Services
Arkansas
$212K +$212K +6,988 New
VI
353
Versor Investments
New York
$210K +$210K +6,800 New
Daiwa Securities Group
354
Daiwa Securities Group
Japan
$207K – – –
RFC
355
Regions Financial Corp
Alabama
$206K +$206K +6,666 New
GCA
356
Gideon Capital Advisors
New York
$203K +$203K +6,559 New
OMCS
357
Old Mutual Customised Solutions
South Africa
$201K – – –
BF
358
BOK Financial
Oklahoma
$201K +$201K +6,490 New
LTFS
359
Ladenburg Thalmann Financial Services
Florida
$193K +$16.4K +532 +9%
BIAS
360
Beacon Investment Advisory Services
New Jersey
$185K +$185K +6,000 New
SIC
361
Salem Investment Counselors
North Carolina
$183K – – –
Macquarie Group
362
Macquarie Group
Australia
$156K – – –
Creative Planning
363
Creative Planning
Kansas
$149K -$48.3K -1,556 -24%
AIP
364
Ameritas Investment Partners
Nebraska
$144K -$17.4K -566 -11%
Victory Capital Management
365
Victory Capital Management
Texas
$126K +$9.18K +296 +8%
NIMI
366
Natixis Investment Managers International
France
$125K -$7.8K -253 -6%
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$124K -$17.5K -565 -12%
AssetMark Inc
368
AssetMark Inc
California
$115K +$115K +3,728 New
PI
369
PineBridge Investments
New York
$114K +$114K +3,693 New
AP
370
Atwood & Palmer
Missouri
$113K -$15.4K -496 -12%
EOJOAM
371
E. Ohman J:or Asset Management
Sweden
$102K – – –
VFA
372
Virtus Fund Advisers
Connecticut
$85K – – –
HNB
373
Huntington National Bank
Ohio
$83K -$33.8K -1,100 -29%
RIM
374
Rampart Investment Management
Connecticut
$82K +$64.3K +2,083 +364%
SO
375
STRS Ohio
Ohio
$81K -$16.3K -527 -17%
13 14
15
16 17