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H&R Block
HRB

Overview Fund Activity

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
69
Increased
146
Reduced
127
Closed
52
Calls
$62.3M
Puts
$48.1M
Net Calls
+$14.2M
Net Calls Change
-$58.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$762M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$47.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$59.8M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$126M
5
Norges Bank
5
Norges Bank
Norway
$80.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36.8M
2
LCOV
2
London Company of Virginia
Virginia
$503K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58.1M
4
Credit Agricole
4
Credit Agricole
France
$712K
5
TAM
5
Tocqueville Asset Management
New York
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JHIU
51
Janus Henderson Investors US
Colorado
$11.5M +$4.98M +214,206 +76%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$11.2M +$23 +1 +0%
Wellington Management Group
53
Wellington Management Group
Massachusetts
$11.1M +$7.7M +331,268 +228%
CCMH
54
Cornerstone Capital Management Holdings
New York
$11M +$10.2M +438,243 +1,209%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$10.6M -$191K -8,211 -2%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$9.93M -$260K -11,200 -3%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$9.88M -$435K -18,700 -4%
Axa
58
Axa
France
$9.72M -$2.59M -111,400 -21%
Asset Management One
59
Asset Management One
Japan
$9.62M +$916K +39,406 +11%
AllianceBernstein
60
AllianceBernstein
Tennessee
$9.6M +$1M +43,158 +12%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$9.13M -$315K -13,543 -3%
NFA
62
Nationwide Fund Advisors
Ohio
$8.96M +$1.37M +58,914 +18%
GXMC
63
Global X Management Company
New York
$8.61M +$8.59M +369,554 +48,883%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$8.41M – – –
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$8.38M +$165K +7,091 +2%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$8.35M -$2.02M -87,013 -20%
CA
67
Continental Advisors
Utah
$8.33M +$1.69M +72,700 +25%
Barclays
68
Barclays
United Kingdom
$8.27M +$335K +14,409 +4%
Robeco Institutional Asset Management
69
Robeco Institutional Asset Management
Netherlands
$8.14M +$8.06M +346,575 +9,198%
PPA
70
Parametric Portfolio Associates
Washington
$8.11M -$2.03M -87,215 -20%
Citigroup
71
Citigroup
New York
$8.06M +$223K +9,584 +3%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$8M +$2.87M +123,759 +56%
First Trust Advisors
73
First Trust Advisors
Illinois
$7.97M -$1.64M -70,519 -17%
Retirement Systems of Alabama
74
Retirement Systems of Alabama
Alabama
$7.8M +$1.09M +46,778 +16%
TA
75
Teachers Advisors
New York
$7.77M +$340K +14,602 +5%
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