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H&R Block
HRB

Overview Fund Activity

407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
134
Reduced
148
Closed
50
Calls
$88.4M
Puts
$16M
Net Calls
+$72.4M
Net Calls Change
+$40.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$167M
2
Goldman Sachs
2
Goldman Sachs
New York
$80.5M
3
BG
3
BlackRock Group
United Kingdom
$173M
4
BA
4
BlackRock Advisors
Delaware
$123M
5
FCH
5
Freestone Capital Holdings
Washington
$19.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$157M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$215M
4
CGI
4
CI Global Investments
California
$0
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
51
UBS AM
Illinois
$12.8M 557,021 -19,907 -3%
Axa
52
Axa
France
$12.2M 529,500 +529,500 New
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$12.1M 524,201 -14,958 -3%
NA
54
NS Advisors
Connecticut
$11.3M 492,833 – –
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$11M 480,100 +10,000 +2%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$10.7M 465,896 -15,630 -3%
AP
57
AHL Partners
United Kingdom
$10.4M 453,122 +387,372 +589%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$10.3M 446,083 -138,959 -24%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$10.2M 443,647 -49,400 -10%
GAM
60
Guinness Asset Management
United Kingdom
$10.2M 442,308 +63,610 +17%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$10.1M 438,398 -20 -0%
PPA
62
Parametric Portfolio Associates
Washington
$10M 436,129 -68,511 -14%
WG
63
Winton Group
United Kingdom
$10M 435,471 +382,322 +719%
First Trust Advisors
64
First Trust Advisors
Illinois
$9.5M 413,320 -221,752 -35%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$9.34M 406,423 -15,153 -4%
CS
66
Credit Suisse
Switzerland
$9.11M 396,179 +17,567 +5%
Asset Management One
67
Asset Management One
Japan
$8.62M 374,557 +348,609 +1,343%
AllianceBernstein
68
AllianceBernstein
Tennessee
$8.5M 369,893 -17,050 -4%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$8.38M 364,372 +17,893 +5%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$8.32M 361,674 -8,690 -2%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$8.12M 353,214 +16,874 +5%
Barclays
72
Barclays
United Kingdom
$7.84M 341,246 +86,909 +34%
Citigroup
73
Citigroup
New York
$7.75M 337,066 +112,150 +50%
Principal Financial Group
74
Principal Financial Group
Iowa
$7.59M 330,281 -9,217 -3%
NFA
75
Nationwide Fund Advisors
Ohio
$7.51M 326,529 -837 -0.3%
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