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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.9M
2
Goldman Sachs
Goldman Sachs
New York
+$60.3M
3
Artisan Partners
Artisan Partners
Wisconsin
+$48.7M
4
Morgan Stanley
Morgan Stanley
New York
+$38.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$32.1M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$75.8M
2
Millennium Management
Millennium Management
New York
-$55.6M
3
BlackRock
BlackRock
New York
-$44.4M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$37.1M
5
PAM
Panagora Asset Management
Massachusetts
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Twin Tree Management
451
Twin Tree Management
Texas
– -$1.12M -49,062 Closed
AIM
452
Alambic Investment Management
California
– -$1.02M -44,950 Closed
BIM
453
Bogle Investment Management
Massachusetts
– -$999K -43,875 Closed
SEC
454
Seven Eight Capital
New York
– -$883K -38,763 Closed
Neuberger Berman Group
455
Neuberger Berman Group
New York
– -$854K -36,386 Closed
CIBC World Market
456
CIBC World Market
Ontario, Canada
– -$730K -32,046 Closed
HRCM
457
Hawk Ridge Capital Management
California
– -$604K -26,500 Closed
JIM
458
Jensen Investment Management
Oregon
– -$593K -26,030 Closed
PCM
459
Prelude Capital Management
New York
– -$515K -22,622 Closed
VI
460
Versor Investments
New York
– -$481K -21,100 Closed
SCC
461
Spring Creek Capital
Kansas
– -$465K -20,423 Closed
Balyasny Asset Management
462
Balyasny Asset Management
Illinois
– -$411K -18,041 Closed
CS
463
Candriam SCA
Luxembourg
– -$410K -18,000 Closed
6M
464
6 Meridian
Kansas
– -$403K -17,692 Closed
PM
465
Parametrica Management
Hong Kong
– -$289K -12,680 Closed
EWM
466
Evercore Wealth Management
New York
– -$250K -10,988 Closed
Connor, Clark & Lunn Investment Management (CC&L)
467
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$247K -10,825 Closed
MWNA
468
Marshall Wace North America
New York
– -$219K -9,623 Closed
CANY
469
Caxton Associates (New York)
New York
– -$215K -9,434 Closed
HPC
470
HM Payson & Co
Maine
– -$208K -9,152 Closed
Arrowstreet Capital
471
Arrowstreet Capital
Massachusetts
– -$207K -9,100 Closed
PI
472
PineBridge Investments
New York
– -$181K -7,942 Closed
SFS
473
Sowell Financial Services
Arkansas
– -$202K -7,855 Closed
EOJOAM
474
E. Ohman J:or Asset Management
Sweden
– -$148K -6,500 Closed
CG
475
Cutler Group
California
– -$136K -5,990 Closed
16 17 18
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