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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
10.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
77
Increased
156
Reduced
141
Closed
49
Calls
$43.4M
Puts
$112M
Net Calls
-$68.4M
Net Calls Change
-$29.1M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$106M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$44.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$38.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$25.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.7M

Top Sellers

1
Credit Agricole
Credit Agricole
France
-$64.1M
2
BlackRock
BlackRock
New York
-$47.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$35.9M
4
Deutsche Bank
Deutsche Bank
Germany
-$34.7M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHP
401
Cable Hill Partners
Oregon
$16K +$16K +590 New
FHA
402
First Horizon Advisors
Tennessee
$14K -$1.99K -80 -12%
TRCT
403
Tower Research Capital (TRC)
New York
$13K -$23.2K -899 -64%
WTB
404
Washington Trust Bank
Washington
$13K – – –
FFW
405
Fusion Family Wealth
New York
$12K – – –
PA
406
Parallel Advisors
California
$12K +$850 +32 +8%
QCG
407
Quadrant Capital Group
Ohio
$11K -$67 -3 -0.6%
LWA
408
Lowe Wealth Advisors
Maryland
$11K – – –
ME
409
McIlrath & Eck
Washington
$11K +$11K +415 New
SIAP
410
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K – – –
MCM
411
MV Capital Management
Maryland
$9K -$7.35K -286 -45%
FRA
412
Front Row Advisors
California
$8K +$8K +299 New
HI
413
Hudock Inc
Pennsylvania
$7K – – –
AFNAS
414
American Financial Network Advisory Services
California
$7K – – –
TFO
415
Tarbox Family Office
California
$7K – – –
PCFFS
416
Pacific Center for Financial Services
California
$7K – – –
VCM
417
Versant Capital Management
Arizona
$7K +$4.86K +188 +227%
HAM
418
Highstreet Asset Management
Ontario, Canada
$6K – – –
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$6K +$2.36K +97 +65%
PFBT
420
Parkside Financial Bank & Trust
Missouri
$5K – – –
KA
421
Kaizen Advisory
Illinois
$5K +$5K +185 New
QAM
422
QCI Asset Management
New York
$4K – – –
CAW
423
Cornerstone Advisors (Washington)
Washington
$4K – – –
GRP
424
Global Retirement Partners
California
$3K – – –
SBL
425
Sargent Bickham Lagudis
Colorado
$3K +$26 +1 +0.9%
15 16
17
18 19