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H&R Block
HRB

Overview Fund Activity

450 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
9.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
54
Increased
183
Reduced
142
Closed
60
Calls
$27.4M
Puts
$26M
Net Calls
+$1.36M
Net Calls Change
+$45.2M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$64.3M
2
Ameriprise
Ameriprise
Minnesota
+$45M
3
A
AustralianSuper
Australia
+$39.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$34M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$32.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$54.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$37M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$34.7M
4
Squarepoint
Squarepoint
New York
-$32.6M
5
Morgan Stanley
Morgan Stanley
New York
-$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
376
Advisory Services Network
Georgia
$38K -$507K -20,919 -93%
RWA
377
Ropes Wealth Advisors
Massachusetts
$38K – – –
WAM
378
Wealthspire Advisors (Maryland)
Maryland
$34K -$3.58K -150 -10%
RA
379
Rational Advisors
New York
$34K +$33.6K +1,400 +8,750%
QCG
380
Quadrant Capital Group
Ohio
$31K +$21.7K +950 +233%
VNA
381
Valley National Advisers
Pennsylvania
$29K – – –
S
382
SignatureFD
Georgia
$25K -$7.02K -296 -22%
CAPTRUST Financial Advisors
383
CAPTRUST Financial Advisors
North Carolina
$25K +$2.38K +100 +11%
TFGT
384
TS Financial Group (TSFG)
Illinois
$24K +$24K +1,000 New
KL
385
KWMG LLC
Kansas
$23K -$29.1K -1,204 -56%
SWM
386
SeaCrest Wealth Management
New York
$23K – – –
RFM
387
Royal Fund Management
Florida
$23K – – –
PFGIA
388
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$1.71K +70 +8%
Point72 Asset Management
389
Point72 Asset Management
Connecticut
$22K +$22K +917 New
HGWM
390
Harvest Group Wealth Management
Massachusetts
$18K +$18K +735 New
Parallax Volatility Advisers
391
Parallax Volatility Advisers
California
$16K -$82.4K -3,535 -84%
NL
392
NVWM LLC
Pennsylvania
$16K – – –
AQA
393
Alpha Quant Advisors
Texas
$14K -$2.24K -96 -14%
JFA
394
JNBA Financial Advisors
Minnesota
$14K – – –
GLI
395
Guardian Life Insurance
New York
$14K +$307 +13 +2%
BBNA
396
Bremer Bank National Association
Minnesota
$14K +$14K +500 New
AW
397
Alpha Windward
Massachusetts
$13K – – –
CTC
398
Central Trust Company
Missouri
$12K -$408 -17 -3%
FHA
399
First Horizon Advisors
Tennessee
$12K +$22 +1 +0.2%
OSAM
400
O'Shaughnessy Asset Management
Connecticut
$12K +$1.09K +45 +10%
14 15
16
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