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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
10.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
77
Increased
156
Reduced
141
Closed
49
Calls
$43.4M
Puts
$112M
Net Calls
-$68.4M
Net Calls Change
-$29.1M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$106M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$120M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$704M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$26.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$49M

Top Sellers

1
Credit Agricole
1
Credit Agricole
France
$0
2
BlackRock
2
BlackRock
New York
$723M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.61M
4
Deutsche Bank
4
Deutsche Bank
Germany
$42.9M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$19.2M +$3.75M +143,004 +24%
Robeco Institutional Asset Management
52
Robeco Institutional Asset Management
Netherlands
$18.3M +$4.38M +166,847 +31%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$17.1M -$102K -3,890 -0.6%
Ameriprise
54
Ameriprise
Minnesota
$17.1M +$8.16M +310,991 +91%
PPA
55
Parametric Portfolio Associates
Washington
$17.1M +$2.06M +78,444 +14%
Barclays
56
Barclays
United Kingdom
$17M +$7.33M +279,695 +76%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$16.8M +$856K +32,667 +5%
Axa
58
Axa
France
$16.6M +$9.11M +347,287 +121%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$16.6M +$543K +20,728 +3%
Aberdeen Group
60
Aberdeen Group
United Kingdom
$15.8M -$996K -37,979 -6%
Citadel Advisors
61
Citadel Advisors
Florida
$15.5M -$1.88M -71,839 -11%
CS
62
Credit Suisse
Switzerland
$15.5M +$7.35M +280,316 +90%
Prudential Financial
63
Prudential Financial
New Jersey
$14.9M -$1.78M -67,972 -11%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$14.8M -$1.87M -71,400 -11%
Nuveen Asset Management
65
Nuveen Asset Management
Illinois
$14.4M +$1.14M +43,607 +9%
Asset Management One
66
Asset Management One
Japan
$14M +$981K +37,188 +8%
Korea Investment Corp
67
Korea Investment Corp
South Korea
$13.6M +$2.94M +112,200 +28%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$12.5M -$244K -9,300 -2%
AIG
69
American International Group
New York
$12.4M +$10.6M +404,941 +610%
ACI
70
AMP Capital Investors
Australia
$11.6M +$2.04M +77,940 +21%
BCM
71
Bridgeway Capital Management
Texas
$11.5M – – –
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$10.9M -$5.8K -221 -0.1%
Arrowstreet Capital
73
Arrowstreet Capital
Massachusetts
$10.5M +$10.5M +398,842 New
GXMC
74
Global X Management Company
New York
$10.4M -$53.9K -2,056 -0.5%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$10.3M +$759K +28,966 +8%
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