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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
10.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
77
Increased
156
Reduced
141
Closed
49
Calls
$43.4M
Puts
$112M
Net Calls
-$68.4M
Net Calls Change
-$29.1M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$106M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$120M
3
Vanguard Group
Vanguard Group
Pennsylvania
$704M
4
Allianz Asset Management
Allianz Asset Management
Germany
$26.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$49M

Top Sellers

1
Credit Agricole
Credit Agricole
France
$0
2
BlackRock
BlackRock
New York
$723M
3
Renaissance Technologies
Renaissance Technologies
New York
$5.61M
4
Deutsche Bank
Deutsche Bank
Germany
$42.9M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAC
451
OMERS Administration Corp
Ontario, Canada
– -$3.91M -147,600 Closed
N
452
Natixis
France
– -$3.83M -144,589 Closed
JIM
453
Jupiter Investment Management
United Kingdom
– -$3.82M -144,139 Closed
BPM
454
Bowling Portfolio Management
Ohio
– -$2.78M -105,058 Closed
WAM
455
Wolverine Asset Management
Illinois
– -$2.78M -105,000 Closed
Jacobs Levy Equity Management
456
Jacobs Levy Equity Management
New Jersey
– -$2.54M -95,990 Closed
KWILP
457
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$2.3M -86,972 Closed
EGM
458
Engineers Gate Manager
New York
– -$2.03M -76,576 Closed
JIR
459
James Investment Research
Ohio
– -$1.6M -60,420 Closed
ZIG
460
Zurich Insurance Group
Switzerland
– -$1.46M -55,023 Closed
DCM
461
Driehaus Capital Management
Illinois
– -$1.17M -44,160 Closed
QAM
462
Quantres Asset Management
Cayman Islands
– -$1.09M -41,200 Closed
AIA
463
Arrow Investment Advisors
Maryland
– -$985K -37,206 Closed
HW
464
Hancock Whitney
Mississippi
– -$961K -36,300 Closed
LOAMS
465
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$852K -32,175 Closed
KAS
466
Kemnay Advisory Services
New York
– -$819K -30,938 Closed
DA
467
Denali Advisors
California
– -$625K -23,600 Closed
HHC
468
Hutchin Hill Capital
New York
– -$609K -23,000 Closed
Jennison Associates
469
Jennison Associates
New York
– -$577K -21,783 Closed
LCOV
470
London Company of Virginia
Virginia
– -$556K -21,000 Closed
IG
471
ING Group
Netherlands
– -$478K -18,067 Closed
EMG
472
Ellington Management Group
Connecticut
– -$450K -17,000 Closed
CI
473
Cigna Investments
Connecticut
– -$431K -16,307 Closed
LCM
474
Laurion Capital Management
New York
– -$352K -13,300 Closed
CCIA
475
Campbell & Co Investment Adviser
Maryland
– -$329K -12,433 Closed
16 17 18
19
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