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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
10.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
77
Increased
156
Reduced
141
Closed
49
Calls
$43.4M
Puts
$112M
Net Calls
-$68.4M
Net Calls Change
-$29.1M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$106M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$120M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$704M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$26.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$49M

Top Sellers

1
Credit Agricole
1
Credit Agricole
France
$0
2
BlackRock
2
BlackRock
New York
$723M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.61M
4
Deutsche Bank
4
Deutsche Bank
Germany
$42.9M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$43.6M +$12.5M +477,658 +40%
Deutsche Bank
27
Deutsche Bank
Germany
$42.9M -$34.7M -1,324,878 -45%
Goldman Sachs
28
Goldman Sachs
New York
$41.7M +$13.6M +518,251 +48%
T
29
TOBAM
France
$40.6M -$2.59M -98,921 -6%
Wells Fargo
30
Wells Fargo
California
$33.7M -$2.33M -88,914 -6%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$33.2M +$1.44M +54,736 +5%
GC
32
Guggenheim Capital
Illinois
$32.9M -$159K -6,050 -0.5%
GI
33
GAMCO Investors
Connecticut
$32.6M -$3.27M -124,756 -9%
Legal & General Group
34
Legal & General Group
United Kingdom
$32M -$566K -21,600 -2%
Charles Schwab
35
Charles Schwab
California
$31.3M +$330K +12,593 +1%
TCIM
36
TIAA CREF Investment Management
New York
$30.8M -$1.03M -39,360 -3%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$30.8M +$862K +32,854 +3%
Allianz Asset Management
38
Allianz Asset Management
Germany
$26.4M +$25.6M +977,582 +3,347%
CCMH
39
Cornerstone Capital Management Holdings
New York
$24.8M -$1.79M -68,239 -7%
SCP
40
Seizert Capital Partners
Michigan
$24.4M +$24.4M +929,288 New
Skandinaviska Enskilda Banken (SEB)
41
Skandinaviska Enskilda Banken (SEB)
Sweden
$23.8M -$5.78M -220,300 -20%
FCH
42
Freestone Capital Holdings
Washington
$22.7M +$93.9K +3,581 +0.4%
SBCM
43
Schwerin Boyle Capital Management
Massachusetts
$22.6M -$86.5K -3,300 -0.4%
TA
44
Teachers Advisors
New York
$21M -$266K -10,154 -1%
SI
45
Scout Investments
Missouri
$20.9M +$20.9M +798,494 New
GF
46
Gabelli Funds
New York
$20.7M -$1.26M -48,000 -6%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$20.6M +$3.66M +139,498 +22%
AP
48
AHL Partners
United Kingdom
$20.3M +$13.3M +507,485 +192%
Swiss National Bank
49
Swiss National Bank
Switzerland
$20M +$73.4K +2,800 +0.4%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$20M +$7.84M +298,987 +65%
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