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H&R Block
HRB

Overview Fund Activity

407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
134
Reduced
148
Closed
50
Calls
$88.4M
Puts
$16M
Net Calls
+$72.4M
Net Calls Change
+$40.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$167M
2
Goldman Sachs
2
Goldman Sachs
New York
$80.5M
3
BG
3
BlackRock Group
United Kingdom
$173M
4
BA
4
BlackRock Advisors
Delaware
$123M
5
FCH
5
Freestone Capital Holdings
Washington
$19.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$157M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$215M
4
CGI
4
CI Global Investments
California
$0
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$35.3M 1,534,363 +15,818 +1%
APG Asset Management
27
APG Asset Management
Netherlands
$34.7M 1,594,175 +440,400 +38%
TAM
28
Tocqueville Asset Management
New York
$34.2M 1,485,409 -107,679 -7%
GC
29
Guggenheim Capital
Illinois
$30.2M 1,312,791 +133,582 +11%
WI
30
WBI Investments
New Jersey
$29.2M 1,268,938 +34,238 +3%
GI
31
GAMCO Investors
Connecticut
$28.5M 1,240,826 -189,493 -13%
Legal & General Group
32
Legal & General Group
United Kingdom
$24.4M 1,063,001 -4,146 -0.4%
GF
33
Gabelli Funds
New York
$22.9M 998,233 +45,233 +5%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$22.7M 985,633 +286,647 +41%
Charles Schwab
35
Charles Schwab
California
$22.1M 963,173 +45,881 +5%
BlackRock
36
BlackRock
New York
$21.3M 925,504 -998,906 -52%
SBCM
37
Schwerin Boyle Capital Management
Massachusetts
$20.4M 886,400 -4,400 -0.5%
FCH
38
Freestone Capital Holdings
Washington
$19.4M 845,311 +741,032 +711%
Invesco
39
Invesco
Georgia
$19.3M 841,396 +53,280 +7%
TCIM
40
TIAA CREF Investment Management
New York
$19.2M 833,888 -12,752 -2%
Citadel Advisors
41
Citadel Advisors
Florida
$17M 740,129 +523,573 +242%
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$15.8M 687,579 +14,553 +2%
FL
43
Fort LP
Maryland
$15.4M 669,546 +206,537 +45%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$14.7M 638,511 -7,743 -1%
Swiss National Bank
45
Swiss National Bank
Switzerland
$14.5M 628,566 – –
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$13.9M 605,150 +4,500 +0.7%
TRSOTSOK
47
Teachers Retirement System of the State of Kentucky
Kentucky
$13.8M 600,300 +24,900 +4%
TAM
48
Todd Asset Management
Kentucky
$13.7M 595,587 +31,305 +6%
Federated Hermes
49
Federated Hermes
Pennsylvania
$13.2M 573,439 +14,975 +3%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$12.9M 582,204 +67,722 +13%
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