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H&R Block
HRB

Overview Fund Activity

460 hedge funds and large institutions have $4.93B invested in H&R Block in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+23
Holders Change %
+5.26%
% of All Funds
10.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
65
Increased
150
Reduced
162
Closed
38
Calls
$38.8M
Puts
$82.7M
Net Calls
-$43.9M
Net Calls Change
+$2.5M

Top Buyers

1
Swedbank
Swedbank
Sweden
$131M
2
Man Group
Man Group
United Kingdom
$74.9M
3
HCM
Hamlin Capital Management
New York
$47.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$214M
5
Squarepoint
Squarepoint
New York
$32.6M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.66M
2
Goldman Sachs
Goldman Sachs
New York
$78.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.8M
4
American Century Companies
American Century Companies
Missouri
$54.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
26
Lazard Asset Management
New York
$38.7M +$14M +550,375 +57%
PAM
27
Panagora Asset Management
Massachusetts
$37.7M -$1.59M -62,848 -4%
MAM
28
Martingale Asset Management
Massachusetts
$35M +$25.4M +1,001,475 +265%
DZ Bank
29
DZ Bank
Germany
$34.1M -$1.07M -42,440 -3%
T
30
TOBAM
France
$33.8M -$3.55M -139,780 -9%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$33.4M +$875K +34,485 +3%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$33M -$414K -16,303 -1%
Squarepoint
33
Squarepoint
New York
$32.6M +$32.6M +1,284,875 New
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$31.9M +$8.36M +329,647 +36%
Charles Schwab
35
Charles Schwab
California
$31.1M +$511K +20,140 +2%
UH
36
Unigestion Holding
Switzerland
$29.6M -$6.24M -246,025 -17%
Legal & General Group
37
Legal & General Group
United Kingdom
$29.4M +$1.44M +56,817 +5%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$26.9M +$863K +34,030 +3%
GI
39
GAMCO Investors
Connecticut
$26.7M -$1.06M -41,800 -4%
Deutsche Bank
40
Deutsche Bank
Germany
$25.7M -$11M -433,388 -30%
TCIM
41
TIAA CREF Investment Management
New York
$25.7M +$7.17M +282,741 +39%
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$23.8M +$1.71M +67,339 +8%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$23.3M +$438K +17,249 +2%
MSL
44
Mackay Shields LLC
New York
$22.9M +$22.9M +900,848 New
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$21.6M +$4.32M +171,046 +25%
SCP
46
Seizert Capital Partners
Michigan
$21M -$213K -8,380 -1%
SBCM
47
Schwerin Boyle Capital Management
Massachusetts
$20.9M -$783K -30,850 -4%
Canada Pension Plan Investment Board
48
Canada Pension Plan Investment Board
Ontario, Canada
$18.2M +$6.14M +241,904 +51%
Bank of America
49
Bank of America
North Carolina
$17.6M -$4.18M -164,945 -19%
Ameriprise
50
Ameriprise
Minnesota
$17M +$13.8M +544,184 +436%
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