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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$97M
2
Goldman Sachs
Goldman Sachs
New York
$108M
3
Artisan Partners
Artisan Partners
Wisconsin
$119M
4
Morgan Stanley
Morgan Stanley
New York
$50.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$97M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142M
2
Millennium Management
Millennium Management
New York
$25.8M
3
BlackRock
BlackRock
New York
$614M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.89M
5
PAM
Panagora Asset Management
Massachusetts
$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$17.6M +$536K +20,823 +3%
GF
52
Gabelli Funds
New York
$17.4M -$154K -6,000 -0.9%
Swiss National Bank
53
Swiss National Bank
Switzerland
$17.2M -$610K -23,700 -3%
Citadel Advisors
54
Citadel Advisors
Florida
$17.1M -$12.8M -496,929 -43%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$16.8M +$736K +28,577 +5%
Aberdeen Group
56
Aberdeen Group
United Kingdom
$16.1M +$122K +4,726 +0.8%
Man Group
57
Man Group
United Kingdom
$15.6M -$2.93M -113,695 -16%
CTA
58
Carillon Tower Advisers
Florida
$15.5M -$7.94M -308,250 -34%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$15.4M +$2.68M +104,044 +21%
PPA
60
Parametric Portfolio Associates
Washington
$15.3M -$1.21M -46,918 -7%
AIG
61
American International Group
New York
$15.3M +$990K +38,433 +7%
Allianz Asset Management
62
Allianz Asset Management
Germany
$15.3M +$7.63M +296,283 +100%
UBS Group
63
UBS Group
Switzerland
$14.6M +$5.49M +213,213 +60%
Barclays
64
Barclays
United Kingdom
$14.1M -$3.88M -150,860 -22%
BGIM
65
Brandywine Global Investment Management
Pennsylvania
$13.8M +$29.8K +1,157 +0.2%
BNP Paribas Asset Management
66
BNP Paribas Asset Management
France
$12.3M -$901K -35,004 -7%
CS
67
Credit Suisse
Switzerland
$12.2M +$2.47M +96,113 +25%
Canada Pension Plan Investment Board
68
Canada Pension Plan Investment Board
Ontario, Canada
$12.2M +$8.66M +336,136 +242%
Capital Fund Management (CFM)
69
Capital Fund Management (CFM)
France
$12M +$5.97M +232,029 +100%
Teacher Retirement System of Texas
70
Teacher Retirement System of Texas
Texas
$11.9M -$2.87M -111,301 -19%
HCM
71
Howard Capital Management
Georgia
$11.9M – – –
Korea Investment Corp
72
Korea Investment Corp
South Korea
$11.8M +$2.74M +106,400 +30%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$11.3M – – –
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$9.99M – – –
VOYA Investment Management
75
VOYA Investment Management
Georgia
$9.9M -$301K -11,696 -3%
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