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H&R Block
HRB

Overview Fund Activity

450 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
9.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
54
Increased
183
Reduced
142
Closed
60
Calls
$27.4M
Puts
$26M
Net Calls
+$1.36M
Net Calls Change
+$45.2M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$64.3M
2
Ameriprise
Ameriprise
Minnesota
+$45M
3
A
AustralianSuper
Australia
+$39.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$34M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$32.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$54.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$37M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$34.7M
4
Squarepoint
Squarepoint
New York
-$32.6M
5
Morgan Stanley
Morgan Stanley
New York
-$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
451
Carillon Tower Advisers
Florida
– -$11.6M -458,700 Closed
OAM
452
Oxford Asset Management
United Kingdom
– -$11.2M -443,390 Closed
Millennium Management
453
Millennium Management
New York
– -$8.99M -354,169 Closed
Mirae Asset Global Investments
454
Mirae Asset Global Investments
South Korea
– -$8M -315,313 Closed
ARTA
455
A.R.T. Advisors
New York
– -$3.34M -131,596 Closed
ED
456
Exane Derivatives
France
– -$3.29M -129,918 Closed
CCP
457
Corient Capital Partners
California
– -$2.29M -90,269 Closed
ETM
458
Euclidean Technologies Management
Washington
– -$2.27M -89,548 Closed
SFI
459
Susquehanna Fundamental Investments
Pennsylvania
– -$1.53M -60,391 Closed
PL
460
Polianta Ltd
Jersey
– -$1.21M -47,600 Closed
FAM
461
Formidable Asset Management
Ohio
– -$928K -36,613 Closed
BA
462
Bridgewater Associates
Connecticut
– -$852K -33,567 Closed
KeyBank National Association
463
KeyBank National Association
Ohio
– -$801K -31,559 Closed
OAC
464
OMERS Administration Corp
Ontario, Canada
– -$792K -31,200 Closed
AIM
465
Achmea Investment Management
Netherlands
– -$782K -30,836 Closed
TC
466
Trilogy Capital
California
– -$759K -29,926 Closed
IFWM
467
Institute for Wealth Management
Colorado
– -$657K -25,957 Closed
Wealthfront Advisers
468
Wealthfront Advisers
California
– -$609K -23,998 Closed
AAM
469
Azzad Asset Management
Virginia
– -$606K -23,896 Closed
WCM
470
Wedge Capital Management
North Carolina
– -$570K -22,462 Closed
TCM
471
Teza Capital Management
Illinois
– -$467K -18,412 Closed
ZCM
472
Zebra Capital Management
Connecticut
– -$435K -17,142 Closed
NVCHI
473
New Vernon Capital Holdings II
New Jersey
– -$433K -17,065 Closed
LP
474
LMR Partners
United Kingdom
– -$432K -17,009 Closed
QC
475
Quadrature Capital
United Kingdom
– -$368K -14,508 Closed
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