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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
58
Increased
135
Reduced
138
Closed
54
Calls
$56.2M
Puts
$24.5M
Net Calls
+$31.7M
Net Calls Change
+$1.49M

Top Buyers

1
Credit Agricole
Credit Agricole
France
$37M
2
JAM
Jupiter Asset Management
United Kingdom
$58.7M
3
WI
WBI Investments
New Jersey
$28.6M
4
TAM
Tocqueville Asset Management
New York
$36.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
$49.4M

Top Sellers

1
Millennium Management
Millennium Management
New York
$3.78M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$365M
3
WG
Winton Group
United Kingdom
$1.23M
4
HCM
Highbridge Capital Management
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
376
Plante Moran Financial Advisors
Michigan
$8K +$3.84K +175 +92%
VOYA Investment Management
377
VOYA Investment Management
Georgia
$7.3K +$36 +1,570 +0.5%
CFA
378
Carroll Financial Associates
North Carolina
$7K – – –
TC
379
Trust Company
Kansas
$7K – – –
PI
380
PineBridge Investments
New York
$7K +$7K +281 New
HI
381
Hudock Inc
Pennsylvania
$6K – – –
TFO
382
Tarbox Family Office
California
$6K – – –
LAM
383
Lebenthal Asset Management
New York
$6K +$6K +240 New
EFSCE
384
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
ARMC
385
American Research & Management Company
Massachusetts
$5K +$5K +200 New
FIB
386
First Interstate Bank
Montana
$5K +$5K +217 New
PFBT
387
Parkside Financial Bank & Trust
Missouri
$4K – – –
CAW
388
Cornerstone Advisors (Washington)
Washington
$4K – – –
Loomis, Sayles & Company
389
Loomis, Sayles & Company
Massachusetts
$4K +$4K +191 New
QAM
390
QCI Asset Management
New York
$3K – – –
MRCM
391
M&R Capital Management
New Jersey
$3K – – –
WA
392
Winfield Associates
Ohio
$3K – – –
GAM
393
Gemmer Asset Management
California
$2K – – –
TWA
394
TCI Wealth Advisors
Arizona
$2K +$2K +102 New
MA
395
MUFG Americas
New York
$1K -$4.19K -260 -81%
TFA
396
Transamerica Financial Advisors
Florida
$1K -$111 -1 -10%
FMII
397
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
CA
398
CapWealth Advisors
Tennessee
$1K +$1K +36 New
GWS
399
Glassman Wealth Services
Virginia
$1K +$1K +40 New
ECM
400
Estabrook Capital Management
New York
$926 – – –
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