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H&R Block
HRB

Overview Fund Activity

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
69
Increased
146
Reduced
127
Closed
52
Calls
$62.3M
Puts
$48.1M
Net Calls
+$14.2M
Net Calls Change
-$58.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$741M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$44.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$42.6M
4
TSW
Thompson Siegel & Walmsley
Virginia
+$35.1M
5
Norges Bank
Norges Bank
Norway
+$31.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$181M
2
LCOV
London Company of Virginia
Virginia
-$124M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$101M
4
Credit Agricole
Credit Agricole
France
-$49.1M
5
TAM
Tocqueville Asset Management
New York
-$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
376
Washington Trust Bank
Washington
$12K -$480 -20 -4%
WP
377
WealthPLAN Partners
Nebraska
$11.6K +$11.6K +506 New
TG
378
TLP Group
Illinois
$11K +$11K +470 New
PA
379
Parallel Advisors
California
$10K – – –
FFW
380
Fusion Family Wealth
New York
$10K – – –
LWA
381
Lowe Wealth Advisors
Maryland
$9K – – –
MWM
382
Mascoma Wealth Management
New Hampshire
$9K – – –
QCG
383
Quadrant Capital Group
Ohio
$9K +$150 +8 +2%
PMFA
384
Plante Moran Financial Advisors
Michigan
$8K – – –
CFA
385
Carroll Financial Associates
North Carolina
$7K – – –
TC
386
Trust Company
Kansas
$7K – – –
GBT
387
Grove Bank & Trust
Florida
$7K – – –
PCFFS
388
Pacific Center for Financial Services
California
$7K – – –
HI
389
Hudock Inc
Pennsylvania
$6K – – –
TFO
390
Tarbox Family Office
California
$6K – – –
EFSCE
391
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$939 -43 -16%
ARMC
392
American Research & Management Company
Massachusetts
$5K – – –
PFGIA
393
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
PFBT
394
Parkside Financial Bank & Trust
Missouri
$5K +$23 +1 +0.5%
Bessemer Group
395
Bessemer Group
New Jersey
$5K +$5K +218 New
WA
396
WFG Advisors
Texas
$4K -$12.1K -500 -75%
CAW
397
Cornerstone Advisors (Washington)
Washington
$4K – – –
NYLT
398
New York Life Trust
New York
$4K +$4K +159 New
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$3K -$72K -3,600 -96%
QAM
400
QCI Asset Management
New York
$3K – – –
14 15
16
17 18