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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
10.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
77
Increased
156
Reduced
141
Closed
49
Calls
$43.4M
Puts
$112M
Net Calls
-$68.4M
Net Calls Change
-$29.1M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$106M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$120M
3
Vanguard Group
Vanguard Group
Pennsylvania
$704M
4
Allianz Asset Management
Allianz Asset Management
Germany
$26.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$49M

Top Sellers

1
Credit Agricole
Credit Agricole
France
$0
2
BlackRock
BlackRock
New York
$723M
3
Renaissance Technologies
Renaissance Technologies
New York
$5.61M
4
Deutsche Bank
Deutsche Bank
Germany
$42.9M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
376
North Star Investment Management
Illinois
$63K – – –
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$61K +$1.43K +54 +2%
DVM
378
Dreman Value Management
Florida
$52K – – –
CFN
379
Cordasco Financial Network
Florida
$52K – – –
BC
380
Bartlett & Co
Ohio
$51K – – –
ARMT
381
Amica Retiree Medical Trust
Rhode Island
$48K – – –
HMS
382
Hanseatic Management Services
New Mexico
$47K +$4.46K +171 +10%
RWA
383
Ropes Wealth Advisors
Massachusetts
$42K – – –
VNA
384
Valley National Advisers
Pennsylvania
$42K +$105 +4 +0.3%
MRCM
385
M&R Capital Management
New Jersey
$38K +$34.2K +1,336 +891%
ASN
386
Advisory Services Network
Georgia
$35K – – –
WAM
387
Wealthspire Advisors (Maryland)
Maryland
$34K +$3.74K +144 +12%
CA
388
Calton & Associates
Florida
$30K +$30K +1,095 New
SWP
389
Stratos Wealth Partners
Ohio
$30K +$30K +1,130 New
LWCFA
390
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K – – –
APA
391
American Portfolios Advisors
New York
$26.2K +$26.2K +1,000 New
RFM
392
Royal Fund Management
Florida
$26K – – –
GWM
393
Geneos Wealth Management
Colorado
$26K – – –
FPF
394
FNY Partners Fund
New York
$26K +$26K +1,000 New
PCM
395
Penserra Capital Management
California
$23K +$23K +910 New
JFGIW
396
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K – – –
GLI
397
Guardian Life Insurance
New York
$18K +$5.42K +204 +43%
NL
398
NVWM LLC
Pennsylvania
$18K +$18K +676 New
LNB
399
Ledyard National Bank
$16K – – –
JFA
400
JNBA Financial Advisors
Minnesota
$16K – – –
14 15
16
17 18