HRB icon

H&R Block
HRB

Overview Fund Activity

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$672M
2
APG Asset Management
2
APG Asset Management
Netherlands
$108M
3
PAM
3
Panagora Asset Management
Massachusetts
$62.6M
4
American Century Companies
4
American Century Companies
Missouri
$61.3M
5
Wells Fargo
5
Wells Fargo
California
$36.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$28.4M
2
Millennium Management
2
Millennium Management
New York
$8.75M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$54.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
WI
5
WBI Investments
New Jersey
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$40.7M -$20.9M -787,564 -34%
UBS AM
27
UBS AM
Illinois
$40.3M +$20.4K +770 +0.1%
Wells Fargo
28
Wells Fargo
California
$36.4M +$24.9M +941,182 +217%
GI
29
GAMCO Investors
Connecticut
$36.2M -$1.09M -41,186 -3%
GC
30
Guggenheim Capital
Illinois
$33.3M -$130K -4,921 -0.4%
Legal & General Group
31
Legal & General Group
United Kingdom
$32.9M +$308K +11,614 +0.9%
TCIM
32
TIAA CREF Investment Management
New York
$32.2M -$892K -33,686 -3%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$32.1M +$10.9M +411,028 +51%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$31.4M +$23.3M +881,725 +290%
Charles Schwab
35
Charles Schwab
California
$31.3M +$3.1M +117,110 +11%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$30.2M +$1.67M +62,876 +6%
Skandinaviska Enskilda Banken (SEB)
37
Skandinaviska Enskilda Banken (SEB)
Sweden
$29.9M +$24.2M +912,500 +423%
Goldman Sachs
38
Goldman Sachs
New York
$28.4M -$45.9M -1,732,549 -62%
CCMH
39
Cornerstone Capital Management Holdings
New York
$26.8M -$2.11M -79,517 -7%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$24.5M +$15.1M +571,530 +161%
SBCM
41
Schwerin Boyle Capital Management
Massachusetts
$22.9M -$621K -23,450 -3%
FCH
42
Freestone Capital Holdings
Washington
$22.8M -$243K -9,179 -1%
GF
43
Gabelli Funds
New York
$22.2M -$53K -2,000 -0.2%
TA
44
Teachers Advisors
New York
$21.4M -$692K -26,146 -3%
Swiss National Bank
45
Swiss National Bank
Switzerland
$20.2M +$214K +8,100 +1%
Citadel Advisors
46
Citadel Advisors
Florida
$17.5M +$10.7M +402,801 +155%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$17.4M +$3.59M +135,620 +26%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$17.2M +$12.2M +459,817 +245%
Aberdeen Group
49
Aberdeen Group
United Kingdom
$17M +$17M +641,143 New
Squarepoint
50
Squarepoint
New York
$16.9M +$6.46M +243,984 +62%
1
2
3 4 5