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H&R Block
HRB

Overview Fund Activity

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$32.1M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$30.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$65.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$54.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$27.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
26
TOBAM
France
$45.6M +$6.16M +242,441 +16%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$44.2M -$922K -36,300 -2%
Wells Fargo
28
Wells Fargo
California
$40.9M +$8.24M +324,114 +25%
Invesco
29
Invesco
Georgia
$40.5M -$7.76M -305,333 -16%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$38.7M +$28.6M +1,123,700 +282%
Citadel Advisors
31
Citadel Advisors
Florida
$38.6M +$23.6M +928,441 +157%
Morgan Stanley
32
Morgan Stanley
New York
$34.7M -$9.51M -374,158 -22%
Charles Schwab
33
Charles Schwab
California
$34.1M +$3.79M +149,008 +12%
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$34.1M +$32.1M +1,264,698 +1,628%
GC
35
Guggenheim Capital
Illinois
$32.3M +$504K +19,818 +2%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$30.8M +$24.8M +977,700 +416%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$29.8M -$41.7K -1,643 -0.1%
GI
38
GAMCO Investors
Connecticut
$29M -$2.59M -101,864 -8%
Allianz Asset Management
39
Allianz Asset Management
Germany
$28.6M +$3.03M +119,107 +12%
Legal & General Group
40
Legal & General Group
United Kingdom
$28.1M -$2.89M -113,794 -9%
DZ Bank
41
DZ Bank
Germany
$26.5M +$23.8M +935,980 +886%
Robeco Institutional Asset Management
42
Robeco Institutional Asset Management
Netherlands
$26.3M +$8.58M +337,481 +48%
TCIM
43
TIAA CREF Investment Management
New York
$26.3M -$3.59M -141,452 -12%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$26.3M -$5.89M -231,717 -18%
Bank of America
45
Bank of America
North Carolina
$25.3M -$20.1M -790,430 -44%
FCH
46
Freestone Capital Holdings
Washington
$23.9M +$1.93M +76,078 +9%
SCP
47
Seizert Capital Partners
Michigan
$22.7M -$909K -35,777 -4%
Axa
48
Axa
France
$22.5M +$6.4M +251,804 +40%
SBCM
49
Schwerin Boyle Capital Management
Massachusetts
$21.9M – – –
PPA
50
Parametric Portfolio Associates
Washington
$21.1M +$4.61M +181,347 +28%
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