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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.

Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
58
Increased
135
Reduced
138
Closed
54
Calls
$56.2M
Puts
$24.5M
Net Calls
+$31.7M
Net Calls Change
+$1.49M

Top Buyers

1
Credit Agricole
1
Credit Agricole
France
$37M
2
JAM
2
Jupiter Asset Management
United Kingdom
$58.7M
3
WI
3
WBI Investments
New Jersey
$28.6M
4
TAM
4
Tocqueville Asset Management
New York
$36.9M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$49.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$3.78M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$365M
3
WG
3
Winton Group
United Kingdom
$1.23M
4
HCM
4
Highbridge Capital Management
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$7.08M +$532K +22,951 +8%
BJ
77
BlackRock Japan
Japan
$7M +$75.2K +3,250 +1%
Prudential Financial
78
Prudential Financial
New Jersey
$6.88M -$402K -17,381 -6%
TA
79
Teachers Advisors
New York
$6.87M -$47K -2,028 -0.7%
Retirement Systems of Alabama
80
Retirement Systems of Alabama
Alabama
$6.79M -$693K -29,927 -9%
Wells Fargo
81
Wells Fargo
California
$6.75M -$673K -29,073 -9%
EWM
82
Endurance Wealth Management
Rhode Island
$6.68M -$442K -19,350 -6%
CTI
83
Community Trust & Investment
Kentucky
$6.44M -$13.3K -576 -0.2%
Barclays
84
Barclays
United Kingdom
$5.89M -$1.13M -48,696 -16%
ANI
85
American National Insurance
Texas
$5.85M – – –
HSBC Holdings
86
HSBC Holdings
United Kingdom
$5.76M +$64K +2,775 +1%
UBS Group
87
UBS Group
Switzerland
$5.46M +$1.26M +54,391 +30%
CA
88
Continental Advisors
Utah
$5.28M +$602K +26,000 +13%
ERSOT
89
Employees Retirement System of Texas
Texas
$5.28M – – –
CM
90
Churchill Management
California
$5.22M +$5.22M +225,362 New
Citigroup
91
Citigroup
New York
$5.21M +$3.16M +136,652 +155%
BNP Paribas Asset Management
92
BNP Paribas Asset Management
France
$5.12M -$3.23M -139,452 -39%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.11M +$299K +12,901 +6%
Citadel Advisors
94
Citadel Advisors
Florida
$5.01M -$21.3M -919,257 -81%
Comerica Bank
95
Comerica Bank
Texas
$4.99M +$7.35K +323 +0.1%
USAA
96
United Services Automobile Association
Texas
$4.96M +$165K +7,139 +3%
ACI
97
AMP Capital Investors
Australia
$4.94M +$2.48M +109,366 +101%
ACM
98
Azimuth Capital Management
Michigan
$4.72M +$1.68M +72,775 +56%
JHIU
99
Janus Henderson Investors US
Colorado
$4.58M -$5.86M -253,274 -56%
CCM
100
Century Capital Management
Massachusetts
$4.28M +$4.28M +184,852 New
2 3
4
5 6