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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 %
PIA
401
Piedmont Investment Advisors
North Carolina
$92 – – –
HCM
402
Highbridge Capital Management
New York
– -$25.7M -1,117,921 Closed
Two Sigma Investments
403
Two Sigma Investments
New York
– -$16.3M -709,929 Closed
ECM
404
Element Capital Management
New York
– -$14.5M -629,338 Closed
DCM
405
Dynamic Capital Management
Jersey
– -$9.34M -406,041 Closed
HI
406
HBK Investments
Texas
– -$8.58M -373,000 Closed
D.E. Shaw & Co
407
D.E. Shaw & Co
New York
– -$6.82M -296,392 Closed
Capstone Investment Advisors
408
Capstone Investment Advisors
New York
– -$3.69M -160,437 Closed
TI
409
Trexquant Investment
Connecticut
– -$3.36M -146,100 Closed
PP
410
Paloma Partners
Connecticut
– -$3.23M -140,194 Closed
NIT
411
NumerixS Investment Technologies
British Columbia, Canada
– -$3.12M -135,429 Closed
LCM
412
Laurion Capital Management
New York
– -$3.07M -133,600 Closed
Squarepoint
413
Squarepoint
New York
– -$3.01M -130,776 Closed
OAC
414
OMERS Administration Corp
Ontario, Canada
– -$2.62M -113,900 Closed
AI
415
Analytic Investors
California
– -$2.46M -106,964 Closed
DTL
416
Dynamic Technology Lab
Singapore
– -$2.09M -90,750 Closed
JG
417
Jefferies Group
New York
– -$2.09M -90,690 Closed
ACM
418
Alethea Capital Management
Washington
– -$1.73M -75,241 Closed
AL
419
Airain Ltd
Guernsey
– -$1.57M -68,340 Closed
HHC
420
Hutchin Hill Capital
New York
– -$1.47M -63,700 Closed
SCM
421
Stevens Capital Management
Pennsylvania
– -$1.46M -63,619 Closed
QC
422
Quadrature Capital
United Kingdom
– -$1.31M -56,760 Closed
FP
423
FDO Partners
Massachusetts
– -$1.28M -55,639 Closed
Verition Fund Management
424
Verition Fund Management
Connecticut
– -$1.24M -54,025 Closed
LOAMS
425
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.03M -44,821 Closed
15 16
17
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