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H&R Block
HRB

Overview Fund Activity

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
69
Increased
146
Reduced
127
Closed
52
Calls
$62.3M
Puts
$48.1M
Net Calls
+$14.2M
Net Calls Change
-$58.3M

Top Buyers

1
BlackRock
BlackRock
New York
$762M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$47.6M
3
Citadel Advisors
Citadel Advisors
Florida
$59.8M
4
TSW
Thompson Siegel & Walmsley
Virginia
$126M
5
Norges Bank
Norges Bank
Norway
$80.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$36.8M
2
LCOV
London Company of Virginia
Virginia
$503K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$58.1M
4
Credit Agricole
Credit Agricole
France
$712K
5
TAM
Tocqueville Asset Management
New York
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$33.4M +$2.88M +123,873 +9%
Legal & General Group
27
Legal & General Group
United Kingdom
$26.6M +$1.89M +81,245 +8%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$23.9M +$985K +42,353 +4%
GF
29
Gabelli Funds
New York
$23.1M -$82.1K -3,533 -0.4%
Charles Schwab
30
Charles Schwab
California
$22.8M +$370K +15,920 +2%
Ameriprise
31
Ameriprise
Minnesota
$22.7M +$20.9M +896,811 +1,108%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$21.8M +$21.8M +937,572 New
Invesco
33
Invesco
Georgia
$21.7M +$2.12M +91,232 +11%
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$21.4M -$14.3M -614,290 -40%
FL
35
Fort LP
Maryland
$20.8M +$5.22M +224,586 +34%
FCH
36
Freestone Capital Holdings
Washington
$20.6M +$992K +42,669 +5%
SBCM
37
Schwerin Boyle Capital Management
Massachusetts
$20.6M +$16.3K +700 +0.1%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$20.5M +$17.8M +766,763 +658%
PAM
39
Panagora Asset Management
Massachusetts
$20.1M +$19.5M +840,563 +3,561%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$20M +$7.85M +338,390 +65%
WI
41
WBI Investments
New Jersey
$19.6M -$9.92M -426,670 -34%
TCIM
42
TIAA CREF Investment Management
New York
$19M -$411K -17,685 -2%
Swiss National Bank
43
Swiss National Bank
Switzerland
$18M +$3.43M +147,700 +23%
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$17.8M +$17.8M +764,208 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$15.5M +$1.98M +85,188 +15%
TAM
46
Tocqueville Asset Management
New York
$15.3M -$19.2M -826,668 -56%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$14.6M -$232K -9,977 -2%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$13.9M -$207K -8,900 -1%
Federated Hermes
49
Federated Hermes
Pennsylvania
$13.5M +$163K +7,029 +1%
AP
50
AHL Partners
United Kingdom
$12.1M +$1.6M +68,747 +15%
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