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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.9M
2
Goldman Sachs
Goldman Sachs
New York
+$60.3M
3
Artisan Partners
Artisan Partners
Wisconsin
+$48.7M
4
Morgan Stanley
Morgan Stanley
New York
+$38.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$32.1M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$75.8M
2
Millennium Management
Millennium Management
New York
-$55.6M
3
BlackRock
BlackRock
New York
-$44.4M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$37.1M
5
PAM
Panagora Asset Management
Massachusetts
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$85K +$13.9K +568 +20%
GWM
352
Geneos Wealth Management
Colorado
$84K +$58.5K +2,299 +230%
SCM
353
Silvant Capital Management
Georgia
$71K – – –
KJWM
354
Kiley Juergens Wealth Management
Washington
$70K +$70K +2,722 New
OIA
355
OneDigital Investment Advisors
Kansas
$66K +$259 +10 +0.4%
SO
356
STRS Ohio
Ohio
$65K – – –
S
357
SignatureFD
Georgia
$63K +$16.8K +658 +36%
KL
358
KWMG LLC
Kansas
$62K -$2.23M -86,134 -97%
HNB
359
Huntington National Bank
Ohio
$62K -$2.58K -100 -4%
NSIM
360
North Star Investment Management
Illinois
$62K – – –
TC
361
Truvestments Capital
Florida
$60K +$60K +2,325 New
PHK
362
Point72 Hong Kong
Hong Kong
$57K -$290K -11,290 -84%
WSTAM
363
Wilbanks Smith & Thomas Asset Management
Virginia
$56K +$56K +2,190 New
CFN
364
Cordasco Financial Network
Florida
$52K – – –
PCM
365
Penserra Capital Management
California
$51K +$51K +2,004 New
ARMT
366
Amica Retiree Medical Trust
Rhode Island
$47K – – –
MCM
367
Mainstay Capital Management
Michigan
$42K – – –
RWA
368
Ropes Wealth Advisors
Massachusetts
$41K – – –
MRCM
369
M&R Capital Management
New Jersey
$38K – – –
CIA
370
CSat Investment Advisory
Michigan
$38K +$12.9K +500 +51%
WAM
371
Wealthspire Advisors (Maryland)
Maryland
$33K +$1.97K +77 +6%
AW
372
Alpha Windward
Massachusetts
$31K -$474K -18,180 -94%
VNA
373
Valley National Advisers
Pennsylvania
$31K -$10.4K -404 -25%
ICM
374
IMS Capital Management
Oregon
$26K +$26K +1,000 New
NFG
375
Next Financial Group
Texas
$26K +$26K +1,025 New
13 14
15
16 17