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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.9M
2
Goldman Sachs
Goldman Sachs
New York
+$60.3M
3
Artisan Partners
Artisan Partners
Wisconsin
+$48.7M
4
Morgan Stanley
Morgan Stanley
New York
+$38.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$32.1M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$75.8M
2
Millennium Management
Millennium Management
New York
-$55.6M
3
BlackRock
BlackRock
New York
-$44.4M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$37.1M
5
PAM
Panagora Asset Management
Massachusetts
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
401
Pacific Center for Financial Services
California
$7K – – –
TCOV
402
Trust Company of Vermont
Vermont
$6K – – –
FHA
403
First Horizon Advisors
Tennessee
$6K +$21 +1 +0.4%
PFBT
404
Parkside Financial Bank & Trust
Missouri
$6K +$711 +30 +13%
RCAG
405
Rehmann Capital Advisory Group
Michigan
$5.57K +$52 +2 +0.9%
CBOA
406
Commonwealth Bank of Australia
Australia
$5K -$73.6K -2,942 -94%
VFA
407
Valeo Financial Advisors
Indiana
$5K – – –
ZB
408
Zions Bancorporation
Utah
$5K +$5K +179 New
MNBTD
409
Moody National Bank Trust Division
Texas
$5K +$5K +210 New
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
QAM
411
QCI Asset Management
New York
$4K – – –
CAW
412
Cornerstone Advisors (Washington)
Washington
$4K – – –
SPIA
413
Steward Partners Investment Advisory
New York
$4K – – –
NIM
414
NuWave Investment Management
New Jersey
$4K +$4K +149 New
RA
415
Rational Advisors
New York
$4K +$4K +149 New
EARNEST Partners
416
EARNEST Partners
Georgia
$3K – – –
SBL
417
Sargent Bickham Lagudis
Colorado
$3K +$25 +1 +0.8%
GRP
418
Global Retirement Partners
California
$3K +$23 +1 +0.8%
SIS
419
Sound Income Strategies
Florida
$3K +$3K +126 New
FGAM
420
Financial Gravity Asset Management
Texas
$2K -$18.9K -624 -90%
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
ME
422
McIlrath & Eck
Washington
$2K – – –
ST
423
Smithfield Trust
Pennsylvania
$2K – – –
CB
424
Community Bank
New York
$2K – – –
ECM
425
Estabrook Capital Management
New York
$1.03K – – –
15 16
17
18 19