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H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$129M
2
Credit Agricole
Credit Agricole
France
$68.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$82.3M
5
Millennium Management
Millennium Management
New York
$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M
2
BlackRock
BlackRock
New York
$892M
3
TSW
Thompson Siegel & Walmsley
Virginia
$94.6M
4
Citadel Advisors
Citadel Advisors
Florida
$8.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
401
Ledyard National Bank
$19K – – –
FHA
402
First Horizon Advisors
Tennessee
$19K +$59 +2 +0.3%
PA
403
Parallel Advisors
California
$16K +$2.9K +93 +22%
MIC
404
MU Investments Company
Japan
$15K -$24K -800 -62%
WTB
405
Washington Trust Bank
Washington
$15K – – –
GLI
406
Guardian Life Insurance
New York
$14K -$10.1K -335 -42%
FFW
407
Fusion Family Wealth
New York
$14K – – –
TRCT
408
Tower Research Capital (TRC)
New York
$14K +$14K +468 New
LWA
409
Lowe Wealth Advisors
Maryland
$13K – – –
QCG
410
Quadrant Capital Group
Ohio
$12K +$481 +20 +4%
SIAP
411
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K +$12K +400 New
MLFP
412
MPS Loria Financial Planners
Illinois
$10K +$10K +302 New
FCB
413
First Command Bank
Texas
$10K +$10K +320 New
FCFS
414
First Command Financial Services
Texas
$10K +$10K +320 New
PCFFS
415
Pacific Center for Financial Services
California
$9K – – –
HI
416
Hudock Inc
Pennsylvania
$9K – – –
CFA
417
Carroll Financial Associates
North Carolina
$9K – – –
GBT
418
Grove Bank & Trust
Florida
$9K – – –
TFO
419
Tarbox Family Office
California
$8K – – –
PFBT
420
Parkside Financial Bank & Trust
Missouri
$7K – – –
MCIA
421
Mountain Capital Investment Advisors
Colorado
$7K +$7K +237 New
HAM
422
Highstreet Asset Management
Ontario, Canada
$7K +$7K +240 New
ARMC
423
American Research & Management Company
Massachusetts
$6K – – –
SA
424
SpiderRock Advisors
Delaware
$6K -$17K – –
FC
425
Ferris Capital
Massachusetts
$6K +$6K +205 New
15 16
17
18 19