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H&R Block
HRB

Overview Fund Activity

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$32.1M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$30.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$65.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$54.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$27.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
51
Scout Investments
Missouri
$20.9M +$630K +24,809 +3%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$20.5M +$4.29M +168,758 +26%
GF
53
Gabelli Funds
New York
$19.3M -$839K -33,000 -4%
Canada Life
54
Canada Life
Manitoba, Canada
$17.9M +$12.4M +488,425 +228%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$17.7M +$1.14M +44,976 +7%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$17.6M -$988K -38,886 -5%
TA
57
Teachers Advisors
New York
$17.2M -$3.14M -123,455 -15%
Swiss National Bank
58
Swiss National Bank
Switzerland
$17M -$2.44M -96,000 -13%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$16.1M +$19.6K +772 +0.1%
Barclays
60
Barclays
United Kingdom
$16.1M -$431K -16,979 -3%
Aberdeen Group
61
Aberdeen Group
United Kingdom
$16M +$682K +26,841 +4%
TRSOTSOK
62
Teachers Retirement System of the State of Kentucky
Kentucky
$15.3M +$14.7M +578,800 +2,572%
TIM
63
Tikehau Investment Management
France
$15.1M +$15.1M +593,110 New
BGIM
64
Brandywine Global Investment Management
Pennsylvania
$14.9M -$5.09M -200,327 -25%
TAM
65
Todd Asset Management
Kentucky
$14.9M +$14.9M +585,677 New
Ameriprise
66
Ameriprise
Minnesota
$14.6M -$1.98M -77,834 -12%
Lazard Asset Management
67
Lazard Asset Management
New York
$14.4M +$4.39M +172,927 +44%
Asset Management One
68
Asset Management One
Japan
$13.5M +$49.1K +1,934 +0.4%
AIG
69
American International Group
New York
$13.5M +$1.5M +58,937 +13%
UBS Group
70
UBS Group
Switzerland
$13.4M +$6M +236,308 +81%
BNP Paribas Asset Management
71
BNP Paribas Asset Management
France
$13.3M +$4.27M +168,078 +47%
CTA
72
Carillon Tower Advisers
Florida
$12.7M +$12.7M +500,050 New
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$12.4M -$6.96M -273,950 -36%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$12.2M +$114K +4,500 +0.9%
CS
75
Credit Suisse
Switzerland
$12.1M -$2.93M -115,422 -20%
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