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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$97M
2
Goldman Sachs
Goldman Sachs
New York
$108M
3
Artisan Partners
Artisan Partners
Wisconsin
$119M
4
Morgan Stanley
Morgan Stanley
New York
$50.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$97M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142M
2
Millennium Management
Millennium Management
New York
$25.8M
3
BlackRock
BlackRock
New York
$614M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.89M
5
PAM
Panagora Asset Management
Massachusetts
$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
26
TOBAM
France
$37.9M -$5.04M -195,672 -12%
Deutsche Bank
27
Deutsche Bank
Germany
$37.3M -$142K -5,515 -0.4%
AQR Capital Management
28
AQR Capital Management
Connecticut
$36.8M -$11.2M -434,393 -23%
UH
29
Unigestion Holding
Switzerland
$36.3M +$16.2M +627,697 +80%
DZ Bank
30
DZ Bank
Germany
$35.9M +$9.73M +377,798 +37%
Robeco Institutional Asset Management
31
Robeco Institutional Asset Management
Netherlands
$33.9M +$5.01M +194,535 +17%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$33M +$2.5M +96,929 +8%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$32.5M +$28.6M +1,110,722 +730%
Charles Schwab
34
Charles Schwab
California
$31.1M +$1.22M +47,412 +4%
Legal & General Group
35
Legal & General Group
United Kingdom
$28.4M -$2.24K -87 -0%
GI
36
GAMCO Investors
Connecticut
$28.2M -$590K -22,895 -2%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$26.4M +$22.4M +868,925 +557%
Millennium Management
38
Millennium Management
New York
$25.8M -$55.6M -2,159,358 -68%
Lazard Asset Management
39
Lazard Asset Management
New York
$25.1M -$488K -18,967 -2%
FCH
40
Freestone Capital Holdings
Washington
$24M +$155K +6,007 +0.6%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$23.9M +$3.57M +138,645 +18%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$23.2M +$768K +29,826 +3%
SI
43
Scout Investments
Missouri
$22.9M -$13.5M -525,563 -37%
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$22.4M -$1.65M -64,205 -7%
Bank of America
45
Bank of America
North Carolina
$22.1M -$1.26M -49,036 -5%
SBCM
46
Schwerin Boyle Capital Management
Massachusetts
$22M -$135K -5,250 -0.6%
SCP
47
Seizert Capital Partners
Michigan
$21.6M -$1.43M -55,669 -6%
Axa
48
Axa
France
$20M +$15.5K +600 +0.1%
TSW
49
Thompson Siegel & Walmsley
Virginia
$19.2M -$30.7M -1,191,003 -61%
TCIM
50
TIAA CREF Investment Management
New York
$18.8M +$1.89M +73,456 +11%
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