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H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$129M
2
Credit Agricole
Credit Agricole
France
$68.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$82.3M
5
Millennium Management
Millennium Management
New York
$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M
2
BlackRock
BlackRock
New York
$892M
3
TSW
Thompson Siegel & Walmsley
Virginia
$94.6M
4
Citadel Advisors
Citadel Advisors
Florida
$8.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIS
451
National Investment Services
Wisconsin
– -$1.85M -79,723 Closed
CG
452
Clinton Group
New York
– -$1.59M -68,300 Closed
Parallax Volatility Advisers
453
Parallax Volatility Advisers
California
– -$1.54M -66,403 Closed
BCM
454
Bayesian Capital Management
New York
– -$1.53M -66,000 Closed
MM
455
Midas Management
New York
– -$1.02M -43,900 Closed
Hudson Bay Capital Management
456
Hudson Bay Capital Management
Connecticut
– -$860K -37,000 Closed
MYAM
457
Meiji Yasuda Asset Management
Japan
– -$432K -18,590 Closed
SOADOR
458
State of Alaska Department of Revenue
Alaska
– -$372K -16,004 Closed
ST
459
Spot Trading
Illinois
– -$322K -13,866 Closed
SM
460
Sciencast Management
New Jersey
– -$317 -13,613 Closed
VKH
461
Virtu KCG Holdings
New York
– -$293K -12,617 Closed
SCM
462
Sterneck Capital Management
Missouri
– -$283K -12,181 Closed
CICI
463
Capital Investment Counsel Inc
North Carolina
– -$282K -12,150 Closed
SCM
464
Snow Capital Management
Pennsylvania
– -$279K -12,000 Closed
Twin Tree Management
465
Twin Tree Management
Texas
– -$263K -11,302 Closed
S
466
SignatureFD
Georgia
– -$227K -9,750 Closed
Fuller & Thaler Asset Management
467
Fuller & Thaler Asset Management
California
– -$179K -7,700 Closed
1832 Asset Management
468
1832 Asset Management
Ontario, Canada
– -$162K -6,973 Closed
HCM
469
Highlander Capital Management
New Jersey
– -$22K -950 Closed
FPF
470
FNY Partners Fund
New York
– -$13K -600 Closed
WB
471
Webster Bank
Connecticut
– -$13K -544 Closed
WP
472
WealthPLAN Partners
Nebraska
– -$11.6K -506 Closed
TG
473
TLP Group
Illinois
– -$11K -470 Closed
MWM
474
Mascoma Wealth Management
New Hampshire
– -$9K -400 Closed
PMFA
475
Plante Moran Financial Advisors
Michigan
– -$8K -365 Closed
16 17 18
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