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H&R Block
HRB

Overview Fund Activity

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$672M
2
APG Asset Management
APG Asset Management
Netherlands
$108M
3
PAM
Panagora Asset Management
Massachusetts
$62.6M
4
American Century Companies
American Century Companies
Missouri
$61.3M
5
Wells Fargo
Wells Fargo
California
$36.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$28.4M
2
Millennium Management
Millennium Management
New York
$8.75M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$54.4M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
WI
WBI Investments
New Jersey
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
401
Tarbox Family Office
California
$7K – – –
GBT
402
Grove Bank & Trust
Florida
$7K – – –
HAM
403
Highstreet Asset Management
Ontario, Canada
$6K – – –
MCIA
404
Mountain Capital Investment Advisors
Colorado
$6K – – –
ARMC
405
American Research & Management Company
Massachusetts
$5K – – –
PFBT
406
Parkside Financial Bank & Trust
Missouri
$5K – – –
ST
407
Spot Trading
Illinois
$5K +$5K +171 New
QAM
408
QCI Asset Management
New York
$4K – – –
CAW
409
Cornerstone Advisors (Washington)
Washington
$4K – – –
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
GRP
411
Global Retirement Partners
California
$4K +$4K +132 New
EFSCE
412
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
MRCM
413
M&R Capital Management
New Jersey
$3K – – –
SBL
414
Sargent Bickham Lagudis
Colorado
$3K +$26 +1 +0.9%
ZB
415
Zions Bancorporation
Utah
$3K +$3K +127 New
VCM
416
Versant Capital Management
Arizona
$2K -$289 -12 -13%
GAM
417
Gemmer Asset Management
California
$2K – – –
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$2K +$603 +19 +43%
ECM
419
Estabrook Capital Management
New York
$1.06K – – –
TC
420
Trust Company
Kansas
$1K – – –
GWS
421
Glassman Wealth Services
Virginia
$1K – – –
TFA
422
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
FBT
423
First Bank & Trust
South Dakota
$1K +$1K +20 New
CT
424
Chicago Trust
Illinois
$238 – – –
Two Sigma Investments
425
Two Sigma Investments
New York
– -$25.7M -832,230 Closed
15 16
17
18 19