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H&R Block
HRB

Overview Fund Activity

428 hedge funds and large institutions have $5.33B invested in H&R Block in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 146 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-21
Holders Change %
-4.68%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-81.82%
% of All Funds
0.05%
New
52
Increased
166
Reduced
146
Closed
68
Calls
$43.5M
Puts
$19.8M
Net Calls
+$23.7M
Net Calls Change
-$939K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$86.8M
2
Bank of America
Bank of America
North Carolina
+$77.1M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$51.3M
4
WHG
Westwood Holdings Group
Texas
+$43.4M
5
TSW
Thompson Siegel & Walmsley
Virginia
+$25.8M

Top Sellers

1
CGI
CI Global Investments
California
-$79.9M
2
Boston Partners
Boston Partners
Massachusetts
-$41.6M
3
American Century Companies
American Century Companies
Missouri
-$41.6M
4
GT
Glenmede Trust
Pennsylvania
-$30.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPC
376
Independent Portfolio Consultants
Florida
$38K +$14.6K +555 +62%
CG
377
Cutler Group
California
$36K +$36K +1,392 New
AP
378
Atwood & Palmer
Missouri
$30K +$8.4K +321 +39%
ASN
379
Advisory Services Network
Georgia
$29K -$2.32K -87 -7%
AAM
380
Advisors Asset Management
Colorado
$29K – – –
TFA
381
Transamerica Financial Advisors
Florida
$28K -$160K -5,871 -85%
LWCFA
382
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K – – –
EWM
383
Evercore Wealth Management
New York
$26K +$26K +966 New
GWM
384
Geneos Wealth Management
Colorado
$26K +$26K +1,000 New
GXMC
385
Global X Management Company
New York
$25K +$22.3K +859 +826%
GLI
386
Guardian Life Insurance
New York
$23K -$6.24K -237 -21%
EMG
387
ETF Managers Group
New Jersey
$23K +$23K +989 New
NCM
388
Nelson Capital Management
California
$20K – – –
FHA
389
First Horizon Advisors
Tennessee
$19K +$585 +30 +3%
WA
390
WFG Advisors
Texas
$18K – – –
SAMC
391
Shinko Asset Management Company
Japan
$17K – – –
JFA
392
JNBA Financial Advisors
Minnesota
$16K – – –
KT
393
Kanaly Trust
Texas
$13K – – –
CGT
394
Capital Guardian Trust
California
$12K +$12K +442 New
Loomis, Sayles & Company
395
Loomis, Sayles & Company
Massachusetts
$11K -$485K -18,140 -98%
LWA
396
Lowe Wealth Advisors
Maryland
$11K – – –
TWA
397
TCI Wealth Advisors
Arizona
$10K – – –
WA
398
WealthTrust-Arizona
Arizona
$10K +$10K +363 New
EWM
399
Endurance Wealth Management
Rhode Island
$8.36K -$261 -9,874 -3%
CFA
400
Carroll Financial Associates
North Carolina
$8K – – –
14 15
16
17 18