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H&R Block
HRB

Overview Fund Activity

407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
134
Reduced
148
Closed
50
Calls
$88.4M
Puts
$16M
Net Calls
+$72.4M
Net Calls Change
+$40.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$167M
2
Goldman Sachs
2
Goldman Sachs
New York
$80.5M
3
BG
3
BlackRock Group
United Kingdom
$173M
4
BA
4
BlackRock Advisors
Delaware
$123M
5
FCH
5
Freestone Capital Holdings
Washington
$19.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$157M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$215M
4
CGI
4
CI Global Investments
California
$0
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ZIG
426
Zurich Insurance Group
Switzerland
– – -31,243 Closed
DL
427
Delta Lloyd
Netherlands
– – -19,762 Closed
Franklin Resources
428
Franklin Resources
California
– – -18,279 Closed
IA
429
Icon Advisers
Colorado
– – -18,000 Closed
PTC
430
Petrus Trust Company
Texas
– – -17,324 Closed
FT
431
Fiduciary Trust
Massachusetts
– – -16,933 Closed
DILH
432
Dai-ichi Life Holdings
Japan
– – -16,388 Closed
ECM
433
Everence Capital Management
Indiana
– – -12,554 Closed
GS
434
GAM Systematic
United Kingdom
– – -11,625 Closed
WAM
435
Weiss Asset Management
Massachusetts
– – -10,303 Closed
DC
436
Deere & Company
Illinois
– – -10,094 Closed
TMAM
437
Tokio Marine Asset Management
Japan
– – -10,035 Closed
MLIC
438
Mandatum Life Insurance Company
Finland
– – -9,726 Closed
Cambridge Investment Research Advisors
439
Cambridge Investment Research Advisors
Iowa
– – -9,369 Closed
IR
440
Invictus RG
Bermuda
– – -7,342 Closed
RA
441
Rational Advisors
New York
– – -4,250 Closed
CCA
442
Catalyst Capital Advisors
New York
– – -4,100 Closed
FA
443
Friess Associates
Delaware
– – -4,080 Closed
IPC
444
Independent Portfolio Consultants
Florida
– – -2,015 Closed
PFS
445
Physicians Financial Services
North Carolina
– – -1,100 Closed
IUHSA
446
Itau Unibanco Holding S.A.
Brazil
– – -1,100 Closed
S
447
SignatureFD
Georgia
– – -840 Closed
WA
448
WealthTrust-Arizona
Arizona
– – -620 Closed
Twin Tree Management
449
Twin Tree Management
Texas
– – -550 Closed
Bessemer Group
450
Bessemer Group
New Jersey
– – -414 Closed
15 16 17
18
19