HRB icon

H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
10.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
77
Increased
156
Reduced
141
Closed
49
Calls
$43.4M
Puts
$112M
Net Calls
-$68.4M
Net Calls Change
-$29.1M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$106M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$120M
3
Vanguard Group
Vanguard Group
Pennsylvania
$704M
4
Allianz Asset Management
Allianz Asset Management
Germany
$26.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$49M

Top Sellers

1
Credit Agricole
Credit Agricole
France
$0
2
BlackRock
BlackRock
New York
$723M
3
Renaissance Technologies
Renaissance Technologies
New York
$5.61M
4
Deutsche Bank
Deutsche Bank
Germany
$42.9M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
426
Summit Trail Advisors
New York
$3K +$3K +101 New
EARNEST Partners
427
EARNEST Partners
Georgia
$3K +$3K +119 New
MOS
428
MGO One Seven
Ohio
$3K +$3K +128 New
SPIA
429
Steward Partners Investment Advisory
New York
$3K +$3K +143 New
EFSCE
430
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$905 -38 -31%
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
GAM
432
Gemmer Asset Management
California
$2K – – –
FGC
433
Financial Gravity Companies
Texas
$2K +$2K +65 New
CB
434
Community Bank
New York
$2K +$2K +67 New
ST
435
Smithfield Trust
Pennsylvania
$2K +$2K +70 New
ECM
436
Estabrook Capital Management
New York
$1.05K – – –
TFA
437
Transamerica Financial Advisors
Florida
$1K – – –
TC
438
Trust Company
Kansas
$1K – – –
GWS
439
Glassman Wealth Services
Virginia
$1K – – –
II
440
Inspire Investing
Idaho
$1K +$1K +28 New
NIM
441
NuWave Investment Management
New Jersey
$1K +$1K +36 New
GFP
442
Gryphon Financial Partners
Ohio
$1K +$1K +44 New
PCP
443
Proficio Capital Partners
Massachusetts
$1K +$1K +45 New
SWMG
444
Signature Wealth Management Group
Georgia
$1K +$1K +54 New
AWE
445
Avidian Wealth Enterprises
Texas
$416 +$416 +15,882 New
PCG
446
Private Capital Group
Connecticut
$6 +$6 +222 New
Credit Agricole
447
Credit Agricole
France
– -$64.1M -2,419,004 Closed
NFA
448
Nationwide Fund Advisors
Ohio
– -$8.01M -302,295 Closed
Massachusetts Financial Services
449
Massachusetts Financial Services
Massachusetts
– -$6.74M -254,570 Closed
CG
450
Clinton Group
New York
– -$5.55M -209,576 Closed
16 17
18
19 20