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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
58
Increased
135
Reduced
138
Closed
54
Calls
$56.2M
Puts
$24.5M
Net Calls
+$31.7M
Net Calls Change
+$1.49M

Top Buyers

1
Credit Agricole
Credit Agricole
France
$37M
2
JAM
Jupiter Asset Management
United Kingdom
$58.7M
3
WI
WBI Investments
New Jersey
$28.6M
4
TAM
Tocqueville Asset Management
New York
$36.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
$49.4M

Top Sellers

1
Millennium Management
Millennium Management
New York
$3.78M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$365M
3
WG
Winton Group
United Kingdom
$1.23M
4
HCM
Highbridge Capital Management
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
426
Landscape Capital Management
New Jersey
– -$1M -43,606 Closed
SEC
427
Seven Eight Capital
New York
– -$1M -43,563 Closed
BCM
428
BlueCrest Capital Management
Jersey
– -$718K -31,196 Closed
Tudor Investment Corp
429
Tudor Investment Corp
Connecticut
– -$697K -30,304 Closed
SCM
430
Smead Capital Management
Arizona
– -$578K -28,296 Closed
Capital Fund Management (CFM)
431
Capital Fund Management (CFM)
France
– -$474K -20,607 Closed
DT
432
Diversified Trust
Tennessee
– -$442K -19,236 Closed
HT
433
HAP Trading
New York
– -$436K -18,935 Closed
Teacher Retirement System of Texas
434
Teacher Retirement System of Texas
Texas
– -$387K -16,835 Closed
TSS
435
Two Sigma Securities
New York
– -$378K -16,424 Closed
LA
436
Lucus Advisors
New York
– -$346K -15,057 Closed
QAM
437
Quantres Asset Management
Cayman Islands
– -$336K -14,600 Closed
PAM
438
Princeton Alpha Management
New Jersey
– -$308K -13,390 Closed
VKH
439
Virtu KCG Holdings
New York
– -$292K -12,706 Closed
BCM
440
Bayesian Capital Management
New York
– -$288K -12,542 Closed
MAM
441
Martingale Asset Management
Massachusetts
– -$263K -11,402 Closed
SM
442
Sciencast Management
New Jersey
– -$258K -11,200 Closed
QT
443
Quantbot Technologies
New York
– -$242K -10,530 Closed
DC
444
Davenport & Co
Virginia
– -$217K -9,455 Closed
KRSITF
445
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
– -$208K -9,061 Closed
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
– -$137K -5,865 Closed
EA
447
Euclid Advisors
Connecticut
– -$93K -4,030 Closed
CCA
448
Checchi Capital Advisers
California
– -$63K -2,736 Closed
PAIA
449
Park Avenue Institutional Advisers
New York
– -$34K -1,486 Closed
NCM
450
Nelson Capital Management
California
– -$22K -958 Closed
15 16 17
18
19