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

Top Sellers

1
Credit Agricole
Credit Agricole
France
$0
2
BlackRock
BlackRock
New York
$723M
3
Renaissance Technologies
Renaissance Technologies
New York
$5.61M
4
Deutsche Bank
Deutsche Bank
Germany
$42.9M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
476
Frontier Wealth Management
Missouri
– -$328K -12,383 Closed
Cambridge Investment Research Advisors
477
Cambridge Investment Research Advisors
Iowa
– -$311K -11,728 Closed
Tudor Investment Corp
478
Tudor Investment Corp
Connecticut
– -$281K -10,618 Closed
AI
479
Atria Investments
North Carolina
– -$258K -9,754 Closed
OI
480
Oakbrook Investments
Illinois
– -$248K -9,350 Closed
GCA
481
Gideon Capital Advisors
New York
– -$247K -9,330 Closed
BTS
482
BB&T Securities
Virginia
– -$235K -8,900 Closed
BOTW
483
Bank of the West
California
– -$219K -8,284 Closed
CL
484
CSS LLC
Illinois
– -$207K -7,820 Closed
FP
485
FDO Partners
Massachusetts
– -$203K -7,678 Closed
NIMI
486
Natixis Investment Managers International
France
– -$101K -3,810 Closed
RIM
487
Rampart Investment Management
Connecticut
– -$70K -2,627 Closed
IR
488
Invictus RG
Bermuda
– -$37K -1,396 Closed
AW
489
Alpha Windward
Massachusetts
– -$33K -1,245 Closed
HFM
490
Harvest Fund Management
China
– -$26K -995 Closed
GBT
491
Grove Bank & Trust
Florida
– -$7K -280 Closed
MCIA
492
Mountain Capital Investment Advisors
Colorado
– -$6K -237 Closed
ARMC
493
American Research & Management Company
Massachusetts
– -$5K -200 Closed
ZB
494
Zions Bancorporation
Utah
– -$3K -127 Closed
FBT
495
First Bank & Trust
South Dakota
– -$1K -20 Closed
16 17 18 19
20