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H&R Block
HRB

Overview Fund Activity

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$32.1M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$30.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$65.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$54.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$27.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
451
Renaissance Technologies
New York
– -$5.61M -213,800 Closed
OAM
452
Oxford Asset Management
United Kingdom
– -$4.05M -152,594 Closed
Squarepoint
453
Squarepoint
New York
– -$1.91M -72,743 Closed
Two Sigma Investments
454
Two Sigma Investments
New York
– -$1.81M -68,995 Closed
Balyasny Asset Management
455
Balyasny Asset Management
Illinois
– -$1.78M -67,762 Closed
TMAM
456
Tokio Marine Asset Management
Japan
– -$1.27M -48,542 Closed
PL
457
Polianta Ltd
Jersey
– -$1.18M -45,100 Closed
NMC
458
Nine Masts Capital
Hong Kong
– -$1.15M -43,937 Closed
Twin Tree Management
459
Twin Tree Management
Texas
– -$1.14M -43,384 Closed
Voloridge Investment Management
460
Voloridge Investment Management
Florida
– -$1.07M -40,921 Closed
ACM
461
Alethea Capital Management
Washington
– -$1.04M -39,816 Closed
MA
462
MANA Advisors
New York
– -$840K -32,035 Closed
DCM
463
Dynamic Capital Management
Jersey
– -$829K -31,613 Closed
OWA
464
One Wealth Advisors
California
– -$706K -26,935 Closed
SM
465
Sciencast Management
New Jersey
– -$538K -20,187 Closed
Capstone Investment Advisors
466
Capstone Investment Advisors
New York
– -$422K -16,097 Closed
IH
467
IFC Holdings
Florida
– -$349K -13,328 Closed
SCA
468
Secor Capital Advisors
New York
– -$335K -12,786 Closed
VF
469
Virtu Financial
New York
– -$324K -12,359 Closed
LA
470
Lucus Advisors
New York
– -$317K -12,079 Closed
Susquehanna International Group
471
Susquehanna International Group
Pennsylvania
– -$294K -11,200 Closed
PG
472
PEAK6 Group
Illinois
– -$291K -11,091 Closed
DTL
473
Dynamic Technology Lab
Singapore
– -$274K -10,474 Closed
Natixis Advisors
474
Natixis Advisors
Massachusetts
– -$269K -10,275 Closed
QSS
475
Quantitative Systematic Strategies
Florida
– -$266K -10,162 Closed
16 17 18
19
20