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H&R Block
HRB

Overview Fund Activity

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$32.1M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$30.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$65.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$54.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$27.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
426
Steward Partners Investment Advisory
New York
$3K – – –
GRP
427
Global Retirement Partners
California
$3K – – –
EARNEST Partners
428
EARNEST Partners
Georgia
$3K – – –
MOS
429
MGO One Seven
Ohio
$3K – – –
SBL
430
Sargent Bickham Lagudis
Colorado
$3K +$26 +1 +0.9%
PCG
431
Private Capital Group
Connecticut
$2K -$2.72K -128 -58%
EFSCE
432
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
ST
434
Smithfield Trust
Pennsylvania
$2K – – –
GAM
435
Gemmer Asset Management
California
$2K – – –
CB
436
Community Bank
New York
$2K – – –
FGC
437
Financial Gravity Companies
Texas
$2K +$539 +24 +37%
FGAM
438
Financial Gravity Asset Management
Texas
$2K +$2K +89 New
ECM
439
Estabrook Capital Management
New York
$1.02K – – –
CIP
440
Convergence Investment Partners
Florida
$1K -$1.23M -62,600 -100%
VCM
441
Versant Capital Management
Arizona
$1K -$4.65K -223 -82%
PCP
442
Proficio Capital Partners
Massachusetts
$1K – – –
TFA
443
Transamerica Financial Advisors
Florida
$1K – – –
GWS
444
Glassman Wealth Services
Virginia
$1K – – –
GFP
445
Gryphon Financial Partners
Ohio
$1K +$254 +15 +34%
NR
446
Newfound Research
Massachusetts
$1K +$760 +19 +317%
Nomura Holdings
447
Nomura Holdings
Japan
$741 +$400 +15,717 +117%
Nuveen Asset Management
448
Nuveen Asset Management
Illinois
– -$14.4M -547,567 Closed
BCM
449
Bridgeway Capital Management
Texas
– -$11.5M -438,400 Closed
VIA
450
Virtus Investment Advisers
Connecticut
– -$9.21M -351,115 Closed
16 17
18
19 20