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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$392M
2
Millennium Management
Millennium Management
New York
$57.3M
3
Deutsche Bank
Deutsche Bank
Germany
$76.6M
4
Morgan Stanley
Morgan Stanley
New York
$55.6M
5
T
TOBAM
France
$43.7M

Top Sellers

1
First Manhattan
First Manhattan
New York
$38.2M
2
SCM
Smead Capital Management
Arizona
$578K
3
WHG
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
Victory Capital Management
Texas
$66K
5
Boston Partners
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
B
451
Barings
North Carolina
– -$275K -10,405 Closed
WP
452
WealthSource Partners
California
– -$269K -10,193 Closed
KIA
453
KCM Investment Advisors
California
– -$267K -10,101 Closed
GLA
454
Great Lakes Advisors
Illinois
– -$261K -9,861 Closed
FCH
455
Freestone Capital Holdings
Washington
– -$252K -9,555 Closed
Robeco Institutional Asset Management
456
Robeco Institutional Asset Management
Netherlands
– -$240K -9,067 Closed
CA
457
Commerzbank Aktiengesellschaft
Germany
– -$229K -8,653 Closed
BAM
458
Burnham Asset Management
New York
– -$223K -8,450 Closed
VFS
459
VSR Financial Services
Kansas
– -$215K -8,133 Closed
PA
460
Profund Advisors
Maryland
– -$215K -8,126 Closed
AT
461
Arden Trust
Delaware
– -$209K -7,921 Closed
IR
462
Invictus RG
Bermuda
– -$115K -4,351 Closed
NC
463
Northpointe Capital
Michigan
– -$106K -4,025 Closed
IC
464
IKOS CIF
Cyprus
– -$94K -3,500 Closed
VanEck Associates
465
VanEck Associates
New York
– -$51K -1,946 Closed
Truist Financial
466
Truist Financial
North Carolina
– -$48K -1,800 Closed
PAM
467
PartnerRe Asset Management
Connecticut
– -$42K -1,583 Closed
NYLT
468
New York Life Trust
New York
– -$42K -1,575 Closed
CGT
469
Capital Guardian Trust
California
– -$12K -442 Closed
Loomis, Sayles & Company
470
Loomis, Sayles & Company
Massachusetts
– -$11K -411 Closed
TWA
471
TCI Wealth Advisors
Arizona
– -$10K -365 Closed
SIM
472
Sonora Investment Management
Arizona
– -$7.93K -330 Closed
ARMC
473
American Research & Management Company
Massachusetts
– -$5K -200 Closed
CHP
474
Cable Hill Partners
Oregon
– -$3K -98 Closed
UMA
475
USA Mutuals Advisors
Texas
– -$3K -96 Closed
16 17 18
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