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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$392M
2
Millennium Management
Millennium Management
New York
$57.3M
3
Deutsche Bank
Deutsche Bank
Germany
$76.6M
4
Morgan Stanley
Morgan Stanley
New York
$55.6M
5
T
TOBAM
France
$43.7M

Top Sellers

1
First Manhattan
First Manhattan
New York
$38.2M
2
SCM
Smead Capital Management
Arizona
$578K
3
WHG
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
Victory Capital Management
Texas
$66K
5
Boston Partners
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
376
Bessemer Group
New Jersey
$10K +$7.08K +293 +242%
DADC
377
D.A. Davidson & Co
Montana
$9K -$223K -9,932 -96%
LWA
378
Lowe Wealth Advisors
Maryland
$9K – – –
National Pension Service
379
National Pension Service
South Korea
$8K -$4.49M -191,854 -100%
CFA
380
Carroll Financial Associates
North Carolina
$7K – – –
TC
381
Trust Company
Kansas
$7K – – –
MA
382
MUFG Americas
New York
$7K +$5.65K +260 +419%
TFO
383
Tarbox Family Office
California
$6K – – –
HI
384
Hudock Inc
Pennsylvania
$6K – – –
EFSCE
385
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
CAW
386
Cornerstone Advisors (Washington)
Washington
$4K -$1.29K -54 -24%
PFBT
387
Parkside Financial Bank & Trust
Missouri
$4K – – –
PMFA
388
Plante Moran Financial Advisors
Michigan
$4K +$4K +190 New
QAM
389
QCI Asset Management
New York
$3K – – –
WA
390
Winfield Associates
Ohio
$3K +$3K +145 New
MRCM
391
M&R Capital Management
New Jersey
$3K +$3K +150 New
GAM
392
Gemmer Asset Management
California
$2K -$2.64K -95 -57%
HIIFS
393
Harel Insurance Investments & Financial Services
Israel
$2K +$2K +100 New
QCG
394
Quadrant Capital Group
Ohio
$2K +$1.59K +148 +389%
TFA
395
Transamerica Financial Advisors
Florida
$1K -$102K -1,018 -99%
GXMC
396
Global X Management Company
New York
$1K -$29.1K -931 -97%
FMII
397
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
TCOV
398
Trust Company of Vermont
Vermont
$1K – – –
ECM
399
Estabrook Capital Management
New York
$920 – – –
MPWT
400
MassMutual Private Wealth & Trust
Connecticut
$667 +$667 +29 New
14 15
16
17 18