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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$392M
2
Millennium Management
2
Millennium Management
New York
$57.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$76.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.6M
5
T
5
TOBAM
France
$43.7M

Top Sellers

1
First Manhattan
1
First Manhattan
New York
$38.2M
2
SCM
2
Smead Capital Management
Arizona
$578K
3
WHG
3
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$66K
5
Boston Partners
5
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$8.54M +$821K +35,702 +11%
MTB
77
Mizuho Trust & Banking
Japan
$8.32M -$50.2K -2,184 -0.6%
BNP Paribas Asset Management
78
BNP Paribas Asset Management
France
$8.29M +$2.96M +128,714 +56%
Canada Life
79
Canada Life
Manitoba, Canada
$8M +$4.96M +216,377 +163%
DekaBank Deutsche Girozentrale
80
DekaBank Deutsche Girozentrale
Germany
$8M +$398K +17,490 +5%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$7.86M +$6.99M +303,800 +799%
Principal Financial Group
82
Principal Financial Group
Iowa
$7.81M -$525K -22,827 -6%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$7.49M -$825K -35,884 -10%
GAM
84
Guinness Asset Management
United Kingdom
$7.45M +$2.98M +129,360 +66%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$7.44M +$2.08M +90,516 +39%
Wells Fargo
86
Wells Fargo
California
$7.37M -$5.33M -231,742 -42%
Prudential Financial
87
Prudential Financial
New Jersey
$7.24M +$639K +27,784 +10%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$7.21M +$2.65M +115,242 +58%
EWM
89
Endurance Wealth Management
Rhode Island
$7.18M -$104K -4,534 -1%
Barclays
90
Barclays
United Kingdom
$6.97M +$3.97M +172,409 +132%
First Trust Advisors
91
First Trust Advisors
Illinois
$6.92M +$3.43M +149,011 +98%
BJ
92
BlackRock Japan
Japan
$6.88M +$8K +348 +0.1%
TA
93
Teachers Advisors
New York
$6.87M -$3.58M -155,777 -34%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$6.82M +$3.09M +134,520 +83%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$6.74M -$143K -6,207 -2%
Stifel Financial
96
Stifel Financial
Missouri
$6.51M +$1.76M +76,312 +37%
CTI
97
Community Trust & Investment
Kentucky
$6.41M +$6.41M +278,718 New
NFA
98
Nationwide Fund Advisors
Ohio
$5.83M +$547K +23,763 +10%
ANI
99
American National Insurance
Texas
$5.81M – – –
HSBC Holdings
100
HSBC Holdings
United Kingdom
$5.67M -$1.64M -71,541 -22%
2 3
4
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