HRB icon

H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$129M
2
Credit Agricole
Credit Agricole
France
$68.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$82.3M
5
Millennium Management
Millennium Management
New York
$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M
2
BlackRock
BlackRock
New York
$892M
3
TSW
Thompson Siegel & Walmsley
Virginia
$94.6M
4
Citadel Advisors
Citadel Advisors
Florida
$8.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
426
Cornerstone Advisors (Washington)
Washington
$5K – – –
Carson Wealth (CWM LLC)
427
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
EFSCE
428
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$3.51K -107 -47%
MRCM
429
M&R Capital Management
New Jersey
$4K – – –
QAM
430
QCI Asset Management
New York
$4K – – –
SBL
431
Sargent Bickham Lagudis
Colorado
$4K +$35 +1 +0.9%
M
432
MOTCO
Texas
$4K +$4K +132 New
PFGIA
433
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$4K -150 -67%
VCM
434
Versant Capital Management
Arizona
$2K – – –
GAM
435
Gemmer Asset Management
California
$2K – – –
ECM
436
Estabrook Capital Management
New York
$1.24K – – –
TC
437
Trust Company
Kansas
$1K -$6.75K -270 -87%
FMII
438
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
GWS
439
Glassman Wealth Services
Virginia
$1K +$792 +19 +380%
CT
440
Chicago Trust
Illinois
$278 – – –
Arrowstreet Capital
441
Arrowstreet Capital
Massachusetts
– -$21.8M -937,572 Closed
HT
442
HAP Trading
New York
– -$6.28M -270,236 Closed
ARTA
443
A.R.T. Advisors
New York
– -$5.05M -217,196 Closed
QIM
444
Quantitative Investment Management
Virginia
– -$3.1M -133,200 Closed
DCM
445
Dynamic Capital Management
Jersey
– -$2.95M -126,857 Closed
AIG
446
American International Group
New York
– -$2.82M -121,471 Closed
WAM
447
Wolverine Asset Management
Illinois
– -$2.62M -112,698 Closed
CAM
448
Cubic Asset Management
Massachusetts
– -$2.61M -112,395 Closed
MCG
449
Meru Capital Group
New York
– -$2.41M -103,550 Closed
Walleye Trading
450
Walleye Trading
New York
– -$2.05K -87,975 Closed
16 17
18
19 20