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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.9M
2
Goldman Sachs
Goldman Sachs
New York
+$60.3M
3
Artisan Partners
Artisan Partners
Wisconsin
+$48.7M
4
Morgan Stanley
Morgan Stanley
New York
+$38.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$32.1M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$75.8M
2
Millennium Management
Millennium Management
New York
-$55.6M
3
BlackRock
BlackRock
New York
-$44.4M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$37.1M
5
PAM
Panagora Asset Management
Massachusetts
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$1K -$119K -6,667 -99%
EFSCE
427
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$909 -40 -48%
VCM
428
Versant Capital Management
Arizona
$1K -$67 -3 -6%
TFA
429
Transamerica Financial Advisors
Florida
$1K – – –
NR
430
Newfound Research
Massachusetts
$1K +$32 +1 +3%
GWS
431
Glassman Wealth Services
Virginia
$1K +$314 +11 +46%
RIM
432
Rampart Investment Management
Connecticut
$81 -$7.44K -290,391 -99%
MSL
433
Mackay Shields LLC
New York
– -$27.6M -1,211,236 Closed
Marshall Wace
434
Marshall Wace
United Kingdom
– -$8.68M -381,189 Closed
OTPPB
435
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$5.7M -250,289 Closed
CG
436
Clinton Group
New York
– -$5.57M -244,377 Closed
SFI
437
Susquehanna Fundamental Investments
Pennsylvania
– -$5.09M -223,278 Closed
TI
438
Trexquant Investment
Connecticut
– -$4.35M -191,044 Closed
JIM
439
Jupiter Investment Management
United Kingdom
– -$3.99M -175,263 Closed
SSA
440
Schonfeld Strategic Advisors
New York
– -$3.09M -135,500 Closed
WRF
441
Waddell & Reed Financial
Kansas
– -$2.51M -110,000 Closed
HSA
442
Hussman Strategic Advisors
Maryland
– -$2.35M -103,000 Closed
PDN
443
Pensionfund DSM Netherlands
Netherlands
– -$1.98M -87,000 Closed
WAM
444
Wolverine Asset Management
Illinois
– -$1.96M -86,200 Closed
Tudor Investment Corp
445
Tudor Investment Corp
Connecticut
– -$1.81M -79,372 Closed
Royal London Asset Management
446
Royal London Asset Management
United Kingdom
– -$1.78M -78,208 Closed
BCM
447
BlueCrest Capital Management
Jersey
– -$1.71M -74,952 Closed
PS
448
Pensionfund Sabic
Netherlands
– -$1.51M -66,100 Closed
FRM
449
Fox Run Management
Connecticut
– -$1.29M -56,443 Closed
N
450
Natixis
France
– -$1.12M -49,183 Closed
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