HRB icon

H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$392M
2
Millennium Management
2
Millennium Management
New York
$57.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$76.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.6M
5
T
5
TOBAM
France
$43.7M

Top Sellers

1
First Manhattan
1
First Manhattan
New York
$38.2M
2
SCM
2
Smead Capital Management
Arizona
$578K
3
WHG
3
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$66K
5
Boston Partners
5
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$41.7M +$11.4M +495,441 +38%
First Manhattan
27
First Manhattan
New York
$38.2M -$141M -6,127,930 -79%
Fidelity International
28
Fidelity International
Bermuda
$36.9M -$2.36M -102,461 -6%
AR
29
Advisory Research
Illinois
$36.3M +$512K +22,244 +1%
GI
30
GAMCO Investors
Connecticut
$32M +$6.95M +302,239 +28%
JAM
31
Jupiter Asset Management
United Kingdom
$29.9M +$29.9M +1,300,000 New
WG
32
Winton Group
United Kingdom
$28.3M -$9.05M -393,671 -24%
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$27.2M +$7.51M +348,415 +38%
Citadel Advisors
34
Citadel Advisors
Florida
$26.1M +$3.43M +149,019 +15%
HCM
35
Highbridge Capital Management
New York
$25.7M +$25.7M +1,117,921 New
Legal & General Group
36
Legal & General Group
United Kingdom
$24.5M +$1.04M +45,413 +4%
AQR Capital Management
37
AQR Capital Management
Connecticut
$23M +$8.12M +353,239 +55%
KGI
38
KBI Global Investors
Ireland
$22.1M +$22.1M +959,313 New
GF
39
Gabelli Funds
New York
$21.1M +$2.29M +99,634 +12%
Charles Schwab
40
Charles Schwab
California
$20.5M +$473K +20,573 +2%
SBCM
41
Schwerin Boyle Capital Management
Massachusetts
$20.5M +$19M +827,250 +1,289%
GC
42
Guggenheim Capital
Illinois
$20.4M +$4.6M +199,806 +29%
Renaissance Technologies
43
Renaissance Technologies
New York
$19.6M +$19.6M +850,300 New
CS
44
Credit Suisse
Switzerland
$17.2M +$6.95M +302,185 +68%
Invesco
45
Invesco
Georgia
$16.4M -$7.15M -310,995 -30%
Two Sigma Investments
46
Two Sigma Investments
New York
$16.3M +$16.3M +709,929 New
TCIM
47
TIAA CREF Investment Management
New York
$15.8M -$5.01M -218,041 -24%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$15.7M -$1.61M -70,072 -9%
Swiss National Bank
49
Swiss National Bank
Switzerland
$15.2M +$1.12M +48,700 +8%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$15M -$478K -20,777 -3%
1
2
3 4 5