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H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$129M
2
Credit Agricole
Credit Agricole
France
$68.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$82.3M
5
Millennium Management
Millennium Management
New York
$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M
2
BlackRock
BlackRock
New York
$892M
3
TSW
Thompson Siegel & Walmsley
Virginia
$94.6M
4
Citadel Advisors
Citadel Advisors
Florida
$8.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
376
OneDigital Investment Advisors
Kansas
$77K +$77K +2,505 New
AP
377
Advisors Preferred
Maryland
$75K +$75K +2,427 New
NSIM
378
North Star Investment Management
Illinois
$74K – – –
AIM
379
Acrospire Investment Management
Illinois
$74K +$74K +2,400 New
CTC
380
Central Trust Company
Missouri
$73K – – –
EMG
381
ETF Managers Group
New Jersey
$65K +$65K +2,093 New
DVM
382
Dreman Value Management
Florida
$62K -$467K -15,004 -88%
CFN
383
Cordasco Financial Network
Florida
$62K – – –
BC
384
Bartlett & Co
Ohio
$61K – – –
ARMT
385
Amica Retiree Medical Trust
Rhode Island
$57K – – –
IIC
386
Integrated Investment Consultants
Michigan
$56K -$6.22K -200 -10%
RWA
387
Ropes Wealth Advisors
Massachusetts
$49K – – –
VNA
388
Valley National Advisers
Pennsylvania
$49K +$123 +4 +0.3%
ASN
389
Advisory Services Network
Georgia
$42K -$3.14K -101 -7%
DADC
390
D.A. Davidson & Co
Montana
$37K -$597K -19,737 -94%
WAM
391
Wealthspire Advisors (Maryland)
Maryland
$35K – – –
LWCFA
392
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K – – –
HFM
393
Harvest Fund Management
China
$31K +$31K +995 New
HMS
394
Hanseatic Management Services
New Mexico
$31K +$31K +1,019 New
GWM
395
Geneos Wealth Management
Colorado
$30K – – –
RFM
396
Royal Fund Management
Florida
$30K – – –
MCM
397
MV Capital Management
Maryland
$27K -$5.04K -163 -16%
JFGIW
398
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K – – –
WA
399
WFG Advisors
Texas
$21K +$15.8K +500 +303%
LNB
400
Ledyard National Bank
$19K – – –
14 15
16
17 18