HRB icon

H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.

Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
58
Increased
135
Reduced
138
Closed
54
Calls
$56.2M
Puts
$24.5M
Net Calls
+$31.7M
Net Calls Change
+$1.49M

Top Buyers

1
Credit Agricole
1
Credit Agricole
France
$37M
2
JAM
2
Jupiter Asset Management
United Kingdom
$58.7M
3
WI
3
WBI Investments
New Jersey
$28.6M
4
TAM
4
Tocqueville Asset Management
New York
$36.9M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$49.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$3.78M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$365M
3
WG
3
Winton Group
United Kingdom
$1.23M
4
HCM
4
Highbridge Capital Management
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$39.5M 1,707,867 -709,318 -29%
Credit Agricole
27
Credit Agricole
France
$37M 1,598,289 +1,530,304 +2,251%
TAM
28
Tocqueville Asset Management
New York
$36.9M 1,593,088 +1,132,446 +246%
CGI
29
CI Global Investments
California
$35.9M 1,552,250 -450,450 -22%
Fidelity International
30
Fidelity International
Bermuda
$35.7M 1,543,913 -61,174 -4%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$35.2M 1,518,545 +256,139 +20%
AR
32
Advisory Research
Illinois
$34.7M 1,497,382 -81,403 -5%
GI
33
GAMCO Investors
Connecticut
$33.1M 1,430,319 +41,028 +3%
WI
34
WBI Investments
New Jersey
$28.6M 1,234,700 +1,234,700 New
GC
35
Guggenheim Capital
Illinois
$27.3M 1,179,209 +293,139 +33%
APG Asset Management
36
APG Asset Management
Netherlands
$26.7M 1,153,775 +745,900 +183%
Legal & General Group
37
Legal & General Group
United Kingdom
$24.7M 1,067,147 +624 +0.1%
GF
38
Gabelli Funds
New York
$22.1M 953,000 +37,000 +4%
Charles Schwab
39
Charles Schwab
California
$21.2M 917,292 +24,166 +3%
First Manhattan
40
First Manhattan
New York
$20.9M 903,045 -759,391 -46%
SBCM
41
Schwerin Boyle Capital Management
Massachusetts
$20.6M 890,800 -650 -0.1%
Renaissance Technologies
42
Renaissance Technologies
New York
$18.9M 816,400 -33,900 -4%
Invesco
43
Invesco
Georgia
$18.2M 788,116 +76,933 +11%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$16.2M 698,986 +18,513 +3%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$15.6M 673,026 +193,026 +40%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$15M 646,254 -7,188 -1%
First Trust Advisors
47
First Trust Advisors
Illinois
$14.7M 635,072 +334,111 +111%
Swiss National Bank
48
Swiss National Bank
Switzerland
$14.6M 628,566 -32,800 -5%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$13.9M 600,650 -12,700 -2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$13.5M 585,042 +76,251 +15%
1
2
3 4 5