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H&R Block
HRB

Overview Fund Activity

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$32.1M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$30.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$65.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$54.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$27.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
351
IFM Investors
Australia
$210K +$210K +8,281 New
LTFS
352
Ladenburg Thalmann Financial Services
Florida
$209K +$6.82K +269 +3%
PP
353
Prudential plc
United Kingdom
$206K +$206K +8,100 New
BI
354
Bredin Investment
Delaware
$203K – – –
RA
355
Royce & Associates
New York
$203K -$50.8K -2,000 -20%
BFEC
356
Benjamin F. Edwards & Company
Missouri
$195K – – –
IUHSA
357
Itau Unibanco Holding S.A.
Brazil
$180K +$180K +7,091 New
Daiwa Securities Group
358
Daiwa Securities Group
Japan
$175K – – –
OSAM
359
O'Shaughnessy Asset Management
Connecticut
$174K -$8.63M -339,984 -98%
AssetMark Inc
360
AssetMark Inc
California
$172K +$20K +785 +13%
RFC
361
Regions Financial Corp
Alabama
$171K +$2.36K +93 +1%
OMCS
362
Old Mutual Customised Solutions
South Africa
$165K – – –
LFA
363
Legacy Financial Advisors
Kentucky
$152K -$18.2K -707 -11%
AIM
364
Anchor Investment Management
South Carolina
$145K +$145K +5,700 New
SWM
365
SeaCrest Wealth Management
New York
$138K – – –
SWP
366
Stratos Wealth Partners
Ohio
$128K +$99.2K +3,897 +345%
NIT
367
NumerixS Investment Technologies
British Columbia, Canada
$121K -$46.1K -1,830 -28%
AIP
368
Ameritas Investment Partners
Nebraska
$119K – – –
Victory Capital Management
369
Victory Capital Management
Texas
$115K +$11.4K +450 +11%
Fuller & Thaler Asset Management
370
Fuller & Thaler Asset Management
California
$104K +$104K +4,100 New
NIMI
371
Natixis Investment Managers International
France
$101K +$101K +3,969 New
AP
372
Atwood & Palmer
Missouri
$93K – – –
EOJOAM
373
E. Ohman J:or Asset Management
Sweden
$83.9K – – –
PHK
374
Point72 Hong Kong
Hong Kong
$83K -$21.7K -854 -21%
EMG
375
ETF Managers Group
New Jersey
$75K +$9.37K +380 +14%
13 14
15
16 17