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H&R Block
HRB

Overview Fund Activity

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
69
Increased
146
Reduced
127
Closed
52
Calls
$62.3M
Puts
$48.1M
Net Calls
+$14.2M
Net Calls Change
-$58.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$741M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$44.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$42.6M
4
TSW
Thompson Siegel & Walmsley
Virginia
+$35.1M
5
Norges Bank
Norges Bank
Norway
+$31.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$181M
2
LCOV
London Company of Virginia
Virginia
-$124M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$101M
4
Credit Agricole
Credit Agricole
France
-$49.1M
5
TAM
Tocqueville Asset Management
New York
-$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
401
M&R Capital Management
New Jersey
$3K – – –
SBL
402
Sargent Bickham Lagudis
Colorado
$3K +$3K +113 New
Walleye Trading
403
Walleye Trading
New York
$2.05K -$17 -725 -0.8%
GAM
404
Gemmer Asset Management
California
$2K – – –
VCM
405
Versant Capital Management
Arizona
$2K +$1.26K +60 +171%
SPIA
406
Steward Partners Investment Advisory
New York
$2K +$2K +103 New
AAF
407
Andra AP-fonden
Sweden
$1.01K – – –
TFA
408
Transamerica Financial Advisors
Florida
$1K -$1K -2 -50%
SF
409
Synovus Financial
Georgia
$1K – – –
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
ECM
411
Estabrook Capital Management
New York
$930 – – –
SM
412
Sciencast Management
New Jersey
$317 +$317 +13,613 New
CT
413
Chicago Trust
Illinois
$209 – – –
SLF
414
Sun Life Financial
Ontario, Canada
$111 – – –
TAM
415
Todd Asset Management
Kentucky
– -$13.7M -595,587 Closed
GAM
416
Guinness Asset Management
United Kingdom
– -$10.2M -442,308 Closed
ANI
417
American National Insurance
Texas
– -$5.81M -252,615 Closed
GAAM
418
Guinness Atkinson Asset Management
California
– -$5.52M -240,000 Closed
CM
419
Churchill Management
California
– -$5.25M -228,154 Closed
TCM
420
Twin Capital Management
Pennsylvania
– -$3.08M -133,763 Closed
Renaissance Technologies
421
Renaissance Technologies
New York
– -$2.83M -123,088 Closed
NI
422
Numeric Investors
Massachusetts
– -$2.34M -101,800 Closed
FA
423
FDx Advisors
Illinois
– -$1.85M -80,621 Closed
OC
424
Oppenheimer & Co
New York
– -$1.78M -77,596 Closed
SFM
425
Soros Fund Management
New York
– -$1.76M -76,600 Closed
15 16
17
18 19