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H&R Block
HRB

Overview Fund Activity

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$672M
2
APG Asset Management
APG Asset Management
Netherlands
$108M
3
PAM
Panagora Asset Management
Massachusetts
$62.6M
4
American Century Companies
American Century Companies
Missouri
$61.3M
5
Wells Fargo
Wells Fargo
California
$36.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$28.4M
2
Millennium Management
Millennium Management
New York
$8.75M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$54.4M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
WI
WBI Investments
New Jersey
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
426
Oxford Asset Management
United Kingdom
– -$11.8M -380,619 Closed
HCM
427
Highbridge Capital Management
New York
– -$8.9M -287,883 Closed
Voloridge Investment Management
428
Voloridge Investment Management
Florida
– -$8.16M -263,932 Closed
Capital Fund Management (CFM)
429
Capital Fund Management (CFM)
France
– -$7.63M -246,953 Closed
Capital World Investors
430
Capital World Investors
California
– -$6.75M -218,357 Closed
MWNA
431
Marshall Wace North America
New York
– -$6.13M -197,641 Closed
State of Wisconsin Investment Board
432
State of Wisconsin Investment Board
Wisconsin
– -$5.59M -180,937 Closed
QC
433
Quadrature Capital
United Kingdom
– -$4.64M -150,148 Closed
ECM
434
Element Capital Management
New York
– -$4.59M -148,373 Closed
MME
435
Meag Munich Ergo
Germany
– -$4.36M -141,331 Closed
WG
436
Winton Group
United Kingdom
– -$3.58M -115,685 Closed
SEC
437
Seven Eight Capital
New York
– -$3.47M -112,363 Closed
SCM
438
Stevens Capital Management
Pennsylvania
– -$2.7M -87,234 Closed
Capstone Investment Advisors
439
Capstone Investment Advisors
New York
– -$2.07M -66,900 Closed
TI
440
Trexquant Investment
Connecticut
– -$1.52M -49,056 Closed
Group One Trading
441
Group One Trading
Illinois
– -$1.02M -33,045 Closed
AIM
442
Alambic Investment Management
California
– -$981K -31,750 Closed
QT
443
Quantbot Technologies
New York
– -$735K -23,786 Closed
PL
444
Parkwood LLC
Ohio
– -$734K -23,752 Closed
TSS
445
Two Sigma Securities
New York
– -$646K -20,891 Closed
MYLI
446
Meiji Yasuda Life Insurance
Japan
– -$538K -17,420 Closed
CBU
447
CIBC Bank USA
Illinois
– -$517K -16,720 Closed
CD
448
Carl Domino
Florida
– -$500K -16,165 Closed
AIL
449
AGF Investments LLC
Ontario, Canada
– -$453K -14,637 Closed
GH
450
GAM Holding
Switzerland
– -$419K -13,568 Closed
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