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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
10.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
77
Increased
156
Reduced
141
Closed
49
Calls
$43.4M
Puts
$112M
Net Calls
-$68.4M
Net Calls Change
-$29.1M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$106M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$44.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$38.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$25.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.7M

Top Sellers

1
Credit Agricole
Credit Agricole
France
-$64.1M
2
BlackRock
BlackRock
New York
-$47.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$35.9M
4
Deutsche Bank
Deutsche Bank
Germany
-$34.7M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
351
Conning Inc
Connecticut
$208K +$208K +7,950 New
BFEC
352
Benjamin F. Edwards & Company
Missouri
$201K -$1.1K -42 -0.5%
Envestnet Asset Management
353
Envestnet Asset Management
Illinois
$190K -$105K -4,004 -36%
Parallax Volatility Advisers
354
Parallax Volatility Advisers
California
$184K +$136K +5,193 +284%
Daiwa Securities Group
355
Daiwa Securities Group
Japan
$181K +$3.92K +149 +2%
NIT
356
NumerixS Investment Technologies
British Columbia, Canada
$174K -$225K -8,570 -56%
RFC
357
Regions Financial Corp
Alabama
$174K +$174K +6,648 New
LFA
358
Legacy Financial Advisors
Kentucky
$173K +$173K +6,620 New
OMCS
359
Old Mutual Customised Solutions
South Africa
$170K – – –
AssetMark Inc
360
AssetMark Inc
California
$157K -$50.3K -1,917 -24%
SWM
361
SeaCrest Wealth Management
New York
$142K +$142K +5,429 New
AIL
362
AGF Investments LLC
Ontario, Canada
$137K +$137K +5,153 New
MIFH
363
Migdal Insurance & Financial Holdings
Israel
$127K -$8.4K -320 -6%
AIP
364
Ameritas Investment Partners
Nebraska
$123K – – –
PHK
365
Point72 Hong Kong
Hong Kong
$108K -$94.3K -3,602 -47%
Victory Capital Management
366
Victory Capital Management
Texas
$107K +$3.92K +150 +4%
AP
367
Atwood & Palmer
Missouri
$96K – – –
EOJOAM
368
E. Ohman J:or Asset Management
Sweden
$86.5K – – –
HSA
369
Hussman Strategic Advisors
Maryland
$79K -$1.32M -50,000 -94%
VFA
370
Virtus Fund Advisers
Connecticut
$72K – – –
EMG
371
ETF Managers Group
New Jersey
$71K +$10.1K +380 +17%
SO
372
STRS Ohio
Ohio
$68K – – –
HNB
373
Huntington National Bank
Ohio
$66K -$5.36K -203 -8%
OIA
374
OneDigital Investment Advisors
Kansas
$66K +$210 +8 +0.3%
FWM
375
Focused Wealth Management
New York
$66K +$66K +2,500 New
13 14
15
16 17