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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$392M
2
Millennium Management
Millennium Management
New York
$57.3M
3
Deutsche Bank
Deutsche Bank
Germany
$76.6M
4
Morgan Stanley
Morgan Stanley
New York
$55.6M
5
T
TOBAM
France
$43.7M

Top Sellers

1
First Manhattan
First Manhattan
New York
$38.2M
2
SCM
Smead Capital Management
Arizona
$578K
3
WHG
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
Victory Capital Management
Texas
$66K
5
Boston Partners
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
426
Regions Financial Corp
Alabama
– -$1.07M -40,347 Closed
WMSA
427
Weiss Multi-Strategy Advisers
New York
– -$936K -35,413 Closed
EGM
428
Engineers Gate Manager
New York
– -$873K -33,055 Closed
HighTower Advisors
429
HighTower Advisors
Illinois
– -$831K -31,394 Closed
Wellington Management Group
430
Wellington Management Group
Massachusetts
– -$747K -28,283 Closed
Janney Montgomery Scott
431
Janney Montgomery Scott
Pennsylvania
– -$706K -26,740 Closed
OI
432
Oakbrook Investments
Illinois
– -$684K -25,903 Closed
LWM
433
Lyons Wealth Management
Florida
– -$631K -23,824 Closed
SO
434
STRS Ohio
Ohio
– -$613K -23,234 Closed
TG
435
TLP Group
Illinois
– -$613K -23,200 Closed
PAM
436
Paradigm Asset Management
New York
– -$610K -23,100 Closed
Franklin Resources
437
Franklin Resources
California
– -$581K -22,000 Closed
SG Americas Securities
438
SG Americas Securities
New York
– -$551K -20,842 Closed
CIA
439
Capital Investment Advisors
Georgia
– -$550K -20,815 Closed
MF
440
Magnetar Financial
Illinois
– -$544K -20,608 Closed
QIM
441
Quantitative Investment Management
Virginia
– -$470K -17,800 Closed
TH
442
Timber Hill
Connecticut
– -$423K -16,010 Closed
RCAMU
443
Rothschild & Co Asset Management US
Connecticut
– -$346K -13,106 Closed
DCM
444
Driehaus Capital Management
Illinois
– -$345K -13,060 Closed
PA
445
Pinnacle Associates
New York
– -$325K -12,320 Closed
FWCM
446
Ferguson Wellman Capital Management
Oregon
– -$310K -11,750 Closed
LP
447
LMR Partners
United Kingdom
– -$301 -11,388 Closed
PCM
448
Parsons Capital Management
Rhode Island
– -$282K -10,675 Closed
William Blair Investment Management
449
William Blair Investment Management
Illinois
– -$281K -10,633 Closed
BCM
450
Beck Capital Management
Texas
– -$280K -10,590 Closed
16 17
18
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