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H&R Block
HRB

Overview Fund Activity

460 hedge funds and large institutions have $4.93B invested in H&R Block in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+23
Holders Change %
+5.26%
% of All Funds
10.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
65
Increased
150
Reduced
162
Closed
38
Calls
$38.8M
Puts
$82.7M
Net Calls
-$43.9M
Net Calls Change
+$2.5M

Top Buyers

1
Swedbank
Swedbank
Sweden
$131M
2
Man Group
Man Group
United Kingdom
$74.9M
3
HCM
Hamlin Capital Management
New York
$47.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$214M
5
Squarepoint
Squarepoint
New York
$32.6M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.66M
2
Goldman Sachs
Goldman Sachs
New York
$78.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.8M
4
American Century Companies
American Century Companies
Missouri
$54.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
451
Ameritas Investment Company
Nebraska
$1K +$1K +45 New
BCA
452
Berman Capital Advisors
Georgia
$1K +$1K +50 New
SFSIG
453
San Francisco Sentry Investment Group
California
$1K +$1K +51 New
KCM
454
Karp Capital Management
California
$1K +$1K +58 New
CT
455
Chicago Trust
Illinois
$203 -$76 -3,000 -27%
HCM
456
Howard Capital Management
Georgia
– -$11.9M -457,666 Closed
TIM
457
Tikehau Investment Management
France
– -$9.01M -350,002 Closed
CI
458
Cambiar Investors
Colorado
– -$4.23M -164,381 Closed
AG
459
Algert Global
California
– -$2.07M -80,437 Closed
Verition Fund Management
460
Verition Fund Management
Connecticut
– -$1.28M -49,591 Closed
ACM
461
Alethea Capital Management
Washington
– -$813K -31,569 Closed
ECM
462
Element Capital Management
New York
– -$785K -30,489 Closed
QIM
463
Quantitative Investment Management
Virginia
– -$548K -21,300 Closed
Jacobs Levy Equity Management
464
Jacobs Levy Equity Management
New Jersey
– -$412K -16,010 Closed
LCM
465
Laurion Capital Management
New York
– -$412K -15,999 Closed
Susquehanna International Group
466
Susquehanna International Group
Pennsylvania
– -$355K -13,781 Closed
NIMI
467
Natixis Investment Managers International
France
– -$280K -10,872 Closed
RIM
468
Redwood Investment Management
Arizona
– -$272K -10,559 Closed
HI
469
Horizon Investments
North Carolina
– -$267K -10,379 Closed
PA
470
Profund Advisors
Maryland
– -$257K -9,985 Closed
MF
471
Magnetar Financial
Illinois
– -$244K -9,487 Closed
LMGAM
472
Liberty Mutual Group Asset Management
Massachusetts
– -$215K -8,362 Closed
Walleye Trading
473
Walleye Trading
New York
– -$174K -6,755 Closed
Simplex Trading
474
Simplex Trading
Illinois
– -$172K -6,682 Closed
PG
475
Pendal Group
Australia
– -$152K -5,887 Closed
16 17 18
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