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H&R Block
HRB

Overview Fund Activity

407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
134
Reduced
148
Closed
50
Calls
$88.4M
Puts
$16M
Net Calls
+$72.4M
Net Calls Change
+$40.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$167M
2
Goldman Sachs
2
Goldman Sachs
New York
$80.5M
3
BG
3
BlackRock Group
United Kingdom
$173M
4
BA
4
BlackRock Advisors
Delaware
$123M
5
FCH
5
Freestone Capital Holdings
Washington
$19.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$157M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$215M
4
CGI
4
CI Global Investments
California
$0
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$1K 44 – –
GWS
402
Glassman Wealth Services
Virginia
$1K 40 – –
SF
403
Synovus Financial
Georgia
$1K 23 +23 New
ECM
404
Estabrook Capital Management
New York
$920 40 – –
LS
405
Livforsakringsbolaget Skandia
Sweden
$673 29,283 -59,629 -67%
SLF
406
Sun Life Financial
Ontario, Canada
$117 3 +3 New
VNIM
407
Vaughan Nelson Investment Management
Texas
– – -2,254,765 Closed
CGI
408
CI Global Investments
California
– – -1,552,250 Closed
Fidelity International
409
Fidelity International
Bermuda
– – -1,543,913 Closed
AR
410
Advisory Research
Illinois
– – -1,497,382 Closed
MTB
411
Mizuho Trust & Banking
Japan
– – -364,084 Closed
CTI
412
Community Trust & Investment
Kentucky
– – -278,142 Closed
Natixis Advisors
413
Natixis Advisors
Massachusetts
– – -174,413 Closed
Millennium Management
414
Millennium Management
New York
– – -163,213 Closed
IGIM
415
I.G. Investment Management
Manitoba, Canada
– – -127,000 Closed
HW
416
Hancock Whitney
Mississippi
– – -112,413 Closed
Two Sigma Advisers
417
Two Sigma Advisers
New York
– – -104,192 Closed
PAIM
418
Punch & Associates Investment Management
Minnesota
– – -102,577 Closed
FQ
419
First Quadrant
California
– – -85,672 Closed
MSU
420
Mizuho Securities USA
New York
– – -71,300 Closed
BSPF
421
British Steel Pension Fund
United Kingdom
– – -67,140 Closed
SC
422
Scotia Capital
Ontario, Canada
– – -58,010 Closed
ICM
423
IMS Capital Management
Oregon
– – -53,590 Closed
BIM
424
Bogle Investment Management
Massachusetts
– – -46,082 Closed
Skandinaviska Enskilda Banken (SEB)
425
Skandinaviska Enskilda Banken (SEB)
Sweden
– – -42,473 Closed
15 16
17
18 19