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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$392M
2
Millennium Management
2
Millennium Management
New York
$57.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$76.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.6M
5
T
5
TOBAM
France
$43.7M

Top Sellers

1
First Manhattan
1
First Manhattan
New York
$38.2M
2
SCM
2
Smead Capital Management
Arizona
$578K
3
WHG
3
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$66K
5
Boston Partners
5
Boston Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
51
Element Capital Management
New York
$14.5M 629,338 +629,338 New
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$14.1M 613,350 -39,400 -6%
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$13.4M 583,623 +430,462 +281%
UBS AM
54
UBS AM
Illinois
$13.4M 582,344 +32,834 +6%
Federated Hermes
55
Federated Hermes
Pennsylvania
$13.1M 568,704 +562,633 +9,268%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$13M 566,200 +27,300 +5%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$12.6M 548,700 -56,500 -9%
BIM
58
Bogle Investment Management
Massachusetts
$12.4M 537,414 +537,414 New
PPA
59
Parametric Portfolio Associates
Washington
$12.3M 535,900 +19,991 +4%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$11.7M 508,791 +409,390 +412%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$11.2M 488,947 -13,241 -3%
NA
62
NS Advisors
Connecticut
$11.2M 487,406 +131,987 +37%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$11.1M 482,004 +3,237 +0.7%
Los Angeles Capital Management
64
Los Angeles Capital Management
California
$11M 480,000 +309,087 +181%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$10.7M 467,076 -58,388 -11%
TAM
66
Tocqueville Asset Management
New York
$10.6M 460,642 +98,355 +27%
JHIU
67
Janus Henderson Investors US
Colorado
$10.4M 451,076 +25,749 +6%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$10.1M 437,408 -6,010 -1%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$10M 434,617 +39,114 +10%
AllianceBernstein
70
AllianceBernstein
Tennessee
$9.85M 428,305 -19,199 -4%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$9.59M 416,724 +305,549 +275%
IGIM
72
I.G. Investment Management
Manitoba, Canada
$9.46M 411,459 +78,000 +23%
APG Asset Management
73
APG Asset Management
Netherlands
$9.38M 407,875 +84,900 +26%
DCM
74
Dynamic Capital Management
Jersey
$9.34M 406,041 +345,250 +568%
HI
75
HBK Investments
Texas
$8.58M 373,000 +106,600 +40%
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