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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.

Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
58
Increased
135
Reduced
138
Closed
54
Calls
$56.2M
Puts
$24.5M
Net Calls
+$31.7M
Net Calls Change
+$1.49M

Top Buyers

1
Credit Agricole
1
Credit Agricole
France
$37M
2
JAM
2
Jupiter Asset Management
United Kingdom
$58.7M
3
WI
3
WBI Investments
New Jersey
$28.6M
4
TAM
4
Tocqueville Asset Management
New York
$36.9M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$49.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$3.78M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$365M
3
WG
3
Winton Group
United Kingdom
$1.23M
4
HCM
4
Highbridge Capital Management
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.01M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
51
UBS AM
Illinois
$13.4M 576,928 -5,416 -0.9%
TRSOTSOK
52
Teachers Retirement System of the State of Kentucky
Kentucky
$13.3M 575,400 +543,700 +1,715%
TAM
53
Todd Asset Management
Kentucky
$13.1M 564,282 +564,282 New
Federated Hermes
54
Federated Hermes
Pennsylvania
$12.9M 558,464 -10,240 -2%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$12.5M 539,159 -44,464 -8%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$11.9M 514,482 +97,758 +23%
PPA
57
Parametric Portfolio Associates
Washington
$11.7M 504,640 -31,260 -6%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$11.4M 493,047 +4,100 +0.8%
NA
59
NS Advisors
Connecticut
$11.4M 492,833 +5,427 +1%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$11.1M 481,526 -478 -0.1%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$10.9M 470,100 -78,600 -14%
FL
62
Fort LP
Maryland
$10.7M 463,009 +262,591 +131%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$10.1M 438,418 +1,010 +0.2%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$9.76M 421,576 -45,500 -10%
AllianceBernstein
65
AllianceBernstein
Tennessee
$8.96M 386,943 -41,362 -10%
GAM
66
Guinness Asset Management
United Kingdom
$8.77M 378,698 +54,660 +17%
CS
67
Credit Suisse
Switzerland
$8.77M 378,612 -370,943 -49%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$8.57M 370,364 -730 -0.2%
MTB
69
Mizuho Trust & Banking
Japan
$8.43M 364,084 +2,472 +0.7%
Canada Life
70
Canada Life
Manitoba, Canada
$8.14M 352,141 +3,210 +0.9%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$8.02M 346,479 +53,303 +18%
Principal Financial Group
72
Principal Financial Group
Iowa
$7.86M 339,498 -130 -0%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$7.79M 336,340 +10,774 +3%
Adage Capital Partners
74
Adage Capital Partners
Massachusetts
$7.61M 328,700 -13,100 -4%
NFA
75
Nationwide Fund Advisors
Ohio
$7.58M 327,366 +73,858 +29%
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