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H&R Block
HRB

Overview Fund Activity

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
69
Increased
146
Reduced
127
Closed
52
Calls
$62.3M
Puts
$48.1M
Net Calls
+$14.2M
Net Calls Change
-$58.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$741M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$44.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$42.6M
4
TSW
Thompson Siegel & Walmsley
Virginia
+$35.1M
5
Norges Bank
Norges Bank
Norway
+$31.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$181M
2
LCOV
London Company of Virginia
Virginia
-$124M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$101M
4
Credit Agricole
Credit Agricole
France
-$49.1M
5
TAM
Tocqueville Asset Management
New York
-$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
426
Alethea Capital Management
Washington
– -$1.1M -47,942 Closed
SCM
427
Southport Capital Management
Tennessee
– -$875K -38,060 Closed
ANRIA
428
American National Registered Investment Advisor
Texas
– -$731K -31,805 Closed
MNBTD
429
Moody National Bank Trust Division
Texas
– -$672K -29,265 Closed
OTPPB
430
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$603K -26,220 Closed
JSL
431
JT Stratford LLC
Georgia
– -$560K -24,353 Closed
MCM
432
McRae Capital Management
New Jersey
– -$529K -23,025 Closed
PC
433
Palo Capital
California
– -$526K -22,884 Closed
GCA
434
Gideon Capital Advisors
New York
– -$506K -22,007 Closed
N
435
Natixis
France
– -$501K -21,778 Closed
CL
436
CSS LLC
Illinois
– -$500K -21,738 Closed
WIP
437
Wellesley Investment Partners
Massachusetts
– -$479K -20,860 Closed
SIA
438
Sit Investment Associates
Minnesota
– -$421K -18,300 Closed
FIB
439
First Interstate Bank
Montana
– -$401K -17,440 Closed
IRF
440
IBM Retirement Fund
New York
– -$383K -16,664 Closed
TG
441
TCW Group
California
– -$352K -15,300 Closed
CA
442
Cetera Advisors
Colorado
– -$308K -13,700 Closed
UB
443
UMB Bank
Missouri
– -$256K -11,105 Closed
CONA
444
Capital One National Association
New York
– -$236K -10,261 Closed
ONB
445
Old National Bancorp
Indiana
– -$236K -10,254 Closed
BF
446
BOK Financial
Oklahoma
– -$232K -10,114 Closed
HPC
447
HM Payson & Co
Maine
– -$202K -8,795 Closed
TRCT
448
Tower Research Capital (TRC)
New York
– -$120K -5,212 Closed
RFWA
449
RPg Family Wealth Advisory
Massachusetts
– -$69K -3,000 Closed
AP
450
Advisors Preferred
Maryland
– -$52K -2,257 Closed
15 16 17
18
19