HRB icon

H&R Block
HRB

Overview Fund Activity

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$672M
2
APG Asset Management
2
APG Asset Management
Netherlands
$108M
3
PAM
3
Panagora Asset Management
Massachusetts
$62.6M
4
American Century Companies
4
American Century Companies
Missouri
$61.3M
5
Wells Fargo
5
Wells Fargo
California
$36.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$28.4M
2
Millennium Management
2
Millennium Management
New York
$8.75M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$54.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
WI
5
WBI Investments
New Jersey
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
51
Two Sigma Advisers
New York
$16.9M +$15.2M +575,500 +934%
Prudential Financial
52
Prudential Financial
New Jersey
$16.8M +$7.13M +269,173 +73%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$16.2M -$648K -24,457 -4%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$16.1M +$5.26M +198,769 +49%
TAM
55
Tocqueville Asset Management
New York
$15.9M -$484K -18,272 -3%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$15.6M +$805K +30,395 +5%
OSAM
57
O'Shaughnessy Asset Management
Connecticut
$15.5M -$6.03M -227,727 -28%
PPA
58
Parametric Portfolio Associates
Washington
$15.1M -$22.4K -845 -0.1%
Robeco Institutional Asset Management
59
Robeco Institutional Asset Management
Netherlands
$14.1M +$1.57M +59,315 +13%
FL
60
Fort LP
Maryland
$13.9M -$9.19M -346,908 -40%
Nuveen Asset Management
61
Nuveen Asset Management
Illinois
$13.3M +$12.1M +455,410 +938%
Asset Management One
62
Asset Management One
Japan
$13.2M +$121K +4,536 +0.9%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$12.9M -$23.8K -900 -0.2%
BNP Paribas Asset Management
64
BNP Paribas Asset Management
France
$12.3M +$4.27M +161,332 +53%
Janus Henderson Group
65
Janus Henderson Group
United Kingdom
$12.2M +$3.9M +147,128 +47%
FQ
66
First Quadrant
California
$12M +$12M +451,526 New
BCM
67
Bridgeway Capital Management
Texas
$11.6M +$11.6M +438,400 New
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$11M -$90.2K -3,407 -0.8%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$11M -$296K -11,171 -3%
Korea Investment Corp
70
Korea Investment Corp
South Korea
$10.8M +$6.04M +228,100 +127%
GXMC
71
Global X Management Company
New York
$10.6M +$230K +8,673 +2%
AllianceBernstein
72
AllianceBernstein
Tennessee
$10.4M -$844K -31,872 -8%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$10.2M -$15.4K -583 -0.2%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$10.2M +$155K +5,863 +2%
Barclays
75
Barclays
United Kingdom
$9.8M +$134K +5,054 +1%
1 2
3
4 5