HRB icon

H&R Block
HRB

Overview Fund Activity

407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
134
Reduced
148
Closed
50
Calls
$88.4M
Puts
$16M
Net Calls
+$72.4M
Net Calls Change
+$40.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$167M
2
Goldman Sachs
2
Goldman Sachs
New York
$80.5M
3
BG
3
BlackRock Group
United Kingdom
$173M
4
BA
4
BlackRock Advisors
Delaware
$123M
5
FCH
5
Freestone Capital Holdings
Washington
$19.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$157M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$215M
4
CGI
4
CI Global Investments
California
$0
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VOYA Investment Management
76
VOYA Investment Management
Georgia
$7.47M 324,952 +9,793 +3%
TA
77
Teachers Advisors
New York
$7.35M 319,747 +23,217 +8%
First Manhattan
78
First Manhattan
New York
$6.88M 299,337 -603,708 -67%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$6.84M 297,500 -31,200 -9%
Stifel Financial
80
Stifel Financial
Missouri
$6.79M 295,056 -10,683 -3%
HT
81
HAP Trading
New York
$6.71M 291,648 +291,648 New
Prudential Financial
82
Prudential Financial
New Jersey
$6.65M 289,416 -7,920 -3%
Retirement Systems of Alabama
83
Retirement Systems of Alabama
Alabama
$6.64M 288,778 -4,566 -2%
Wells Fargo
84
Wells Fargo
California
$6.59M 286,691 -4,930 -2%
CA
85
Continental Advisors
Utah
$6.57M 285,642 +57,500 +25%
BJ
86
BlackRock Japan
Japan
$6.56M 285,355 -16,986 -6%
JHIU
87
Janus Henderson Investors US
Colorado
$6.48M 281,928 +84,126 +43%
EWM
88
Endurance Wealth Management
Rhode Island
$6.2M 269,874 -22,715 -8%
FCI
89
Financial Counselors Inc
Kansas
$5.82M 253,218 +253,218 New
ANI
90
American National Insurance
Texas
$5.81M 252,615 – –
GAAM
91
Guinness Atkinson Asset Management
California
$5.52M 240,000 +74,350 +45%
ACI
92
AMP Capital Investors
Australia
$5.26M 226,736 +8,884 +4%
CM
93
Churchill Management
California
$5.25M 228,154 +2,792 +1%
ERSOT
94
Employees Retirement System of Texas
Texas
$5.24M 228,000 – –
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.14M 223,538 +2,697 +1%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$5.07M 220,458 -29,055 -12%
Nordea Investment Management
97
Nordea Investment Management
Sweden
$5.01M 217,760 +37,300 +21%
BCIM
98
British Columbia Investment Management
British Columbia, Canada
$4.83M 210,157 +44,055 +27%
UBS Group
99
UBS Group
Switzerland
$4.8M 208,743 -27,066 -11%
ACM
100
Azimuth Capital Management
Michigan
$4.77M 207,505 +3,645 +2%
2 3
4
5 6