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H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$129M
2
Credit Agricole
2
Credit Agricole
France
$68.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$94.8M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$82.3M
5
Millennium Management
5
Millennium Management
New York
$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M
2
BlackRock
2
BlackRock
New York
$892M
3
TSW
3
Thompson Siegel & Walmsley
Virginia
$94.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.03M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9.39M
Name Market Value Shares Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$17.3M 558,550 -37,700 -6%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$16.1M 521,069 -146,323 -22%
AP
53
AHL Partners
United Kingdom
$15.2M 493,060 -28,809 -6%
Asset Management One
54
Asset Management One
Japan
$15.1M 487,909 +73,946 +18%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$15M 486,800 +6,699 +1%
Robeco Institutional Asset Management
56
Robeco Institutional Asset Management
Netherlands
$14.6M 472,283 +121,940 +35%
Wells Fargo
57
Wells Fargo
California
$13.4M 433,124 +259,785 +150%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$13.2M 428,056 -1,043,077 -71%
AllianceBernstein
59
AllianceBernstein
Tennessee
$13.1M 423,687 +10,636 +3%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$13M 420,360 -37,325 -8%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$12.6M 408,026 +63,809 +19%
Squarepoint
62
Squarepoint
New York
$12.2M 394,063 +254,892 +183%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$12.2M 393,341 -31,606 -7%
Axa
64
Axa
France
$12.1M 391,300 -26,800 -6%
GXMC
65
Global X Management Company
New York
$12.1M 390,920 +20,610 +6%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$11.9M 386,083 -6,797 -2%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$11.8M 381,222 -1,667,128 -81%
OAM
68
Oxford Asset Management
United Kingdom
$11.8M 380,619 +274,580 +259%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$11.7M 378,709 -48,489 -11%
Prudential Financial
70
Prudential Financial
New Jersey
$11.3M 366,566 +42,050 +13%
Barclays
71
Barclays
United Kingdom
$11.3M 365,042 +9,387 +3%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$11.2M 363,926 +3,621 +1%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$11.2M 361,674 – –
CS
74
Credit Suisse
Switzerland
$11M 356,860 +50,646 +17%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$11M 355,344 -3,726 -1%
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