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H&R Block
HRB

Overview Fund Activity

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$672M
2
APG Asset Management
APG Asset Management
Netherlands
$108M
3
PAM
Panagora Asset Management
Massachusetts
$62.6M
4
American Century Companies
American Century Companies
Missouri
$61.3M
5
Wells Fargo
Wells Fargo
California
$36.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$28.4M
2
Millennium Management
Millennium Management
New York
$8.75M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$54.4M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
WI
WBI Investments
New Jersey
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
451
Boothbay Fund Management
New York
– -$410K -13,275 Closed
CANY
452
Caxton Associates (New York)
New York
– -$386K -12,500 Closed
CIBC World Market
453
CIBC World Market
Ontario, Canada
– -$366K -11,829 Closed
KI
454
Koch Industries
Kansas
– -$349K -11,278 Closed
SA
455
Sicart Associates
New York
– -$340K -11,000 Closed
ZIM
456
Zacks Investment Management
Illinois
– -$326K -10,549 Closed
HighTower Advisors
457
HighTower Advisors
Illinois
– -$300K -9,745 Closed
AFA
458
Abacus FCF Advisors
Florida
– -$294K -9,509 Closed
LCM
459
Leisure Capital Management
California
– -$258K -8,332 Closed
BA
460
Bridgewater Associates
Connecticut
– -$251K -8,117 Closed
HPC
461
HM Payson & Co
Maine
– -$250K -8,095 Closed
MC
462
Menta Capital
California
– -$248K -8,021 Closed
Simplex Trading
463
Simplex Trading
Illinois
– -$237K -7,694 Closed
RWM
464
Ritholtz Wealth Management
New York
– -$231K -7,459 Closed
CG
465
Cutler Group
California
– -$221K -7,163 Closed
SBIA
466
Sheaff Brock Investment Advisors
Indiana
– -$217K -7,019 Closed
ZDA
467
Zweig-DiMenna Associates
New York
– -$216K -7,000 Closed
SFS
468
Sowell Financial Services
Arkansas
– -$212K -6,988 Closed
BST
469
Bath Savings Trust
Maine
– -$215K -6,961 Closed
PA
470
Profund Advisors
Maryland
– -$215K -6,943 Closed
RFC
471
Regions Financial Corp
Alabama
– -$206K -6,666 Closed
BF
472
BOK Financial
Oklahoma
– -$201K -6,490 Closed
SIC
473
Salem Investment Counselors
North Carolina
– -$183K -5,922 Closed
Creative Planning
474
Creative Planning
Kansas
– -$149K -4,805 Closed
AP
475
Advisors Preferred
Maryland
– -$75K -2,427 Closed
16 17 18
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