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H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$129M
2
Credit Agricole
2
Credit Agricole
France
$68.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$94.8M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$82.3M
5
Millennium Management
5
Millennium Management
New York
$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M
2
BlackRock
2
BlackRock
New York
$892M
3
TSW
3
Thompson Siegel & Walmsley
Virginia
$94.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.03M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$44.5M +$44.5M +1,441,225 New
GI
27
GAMCO Investors
Connecticut
$43.6M -$1.27M -40,930 -3%
GC
28
Guggenheim Capital
Illinois
$39.1M -$5.33M -172,432 -12%
TCIM
29
TIAA CREF Investment Management
New York
$38.6M +$13.4M +432,265 +53%
PAM
30
Panagora Asset Management
Massachusetts
$38.1M +$11.4M +368,674 +43%
Legal & General Group
31
Legal & General Group
United Kingdom
$38M +$2.67M +86,420 +8%
American Century Companies
32
American Century Companies
Missouri
$36.8M +$36.2M +1,170,060 +5,391%
CCMH
33
Cornerstone Capital Management Holdings
New York
$33.8M +$19.1M +618,312 +130%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$33.3M +$1.56M +50,418 +5%
Charles Schwab
35
Charles Schwab
California
$32.9M +$2.63M +85,120 +9%
Ameriprise
36
Ameriprise
Minnesota
$32.6M +$2.39M +77,188 +8%
SBCM
37
Schwerin Boyle Capital Management
Massachusetts
$27.4M – – –
FL
38
Fort LP
Maryland
$26.9M -$691K -22,369 -3%
FCH
39
Freestone Capital Holdings
Washington
$26.9M -$556K -17,985 -2%
GF
40
Gabelli Funds
New York
$26M -$4.75M -153,700 -15%
TA
41
Teachers Advisors
New York
$25.8M +$15.5M +501,518 +150%
Two Sigma Investments
42
Two Sigma Investments
New York
$25.7M +$20.1M +650,047 +357%
WI
43
WBI Investments
New Jersey
$25.4M -$632K -20,458 -2%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$25.1M -$3.3M -106,791 -12%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$24.7M +$9.98M +322,924 +68%
Swiss National Bank
46
Swiss National Bank
Switzerland
$23.3M -$705K -22,800 -3%
Renaissance Technologies
47
Renaissance Technologies
New York
$20M +$20M +645,900 New
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$19.7M +$276K +8,926 +1%
TAM
49
Tocqueville Asset Management
New York
$19.1M -$1.22M -39,490 -6%
PPA
50
Parametric Portfolio Associates
Washington
$17.7M +$6.92M +223,854 +64%
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