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H&R Block
HRB

Overview Fund Activity

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.

Holders
414
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
69
Increased
146
Reduced
127
Closed
52
Calls
$62.3M
Puts
$48.1M
Net Calls
+$14.2M
Net Calls Change
-$58.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$762M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$47.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$59.8M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$126M
5
Norges Bank
5
Norges Bank
Norway
$80.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36.8M
2
LCOV
2
London Company of Virginia
Virginia
$503K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58.1M
4
Credit Agricole
4
Credit Agricole
France
$712K
5
TAM
5
Tocqueville Asset Management
New York
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
76
Prudential Financial
New Jersey
$7.55M +$816K +35,100 +12%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$7.49M -$65.7K -2,826 -0.9%
LCM
78
Landscape Capital Management
New Jersey
$7.42M +$7.42M +318,951 New
CS
79
Credit Suisse
Switzerland
$7.12M -$2.09M -89,965 -23%
WG
80
Winton Group
United Kingdom
$7M -$3.12M -134,221 -31%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$6.82M -$100K -4,300 -1%
Nordea Investment Management
82
Nordea Investment Management
Sweden
$6.8M +$1.73M +74,500 +34%
BNP Paribas Asset Management
83
BNP Paribas Asset Management
France
$6.76M +$3.39M +146,011 +101%
Stifel Financial
84
Stifel Financial
Missouri
$6.71M -$153K -6,598 -2%
Principal Financial Group
85
Principal Financial Group
Iowa
$6.69M -$992K -42,681 -13%
First Manhattan
86
First Manhattan
New York
$6.47M -$485K -20,865 -7%
HT
87
HAP Trading
New York
$6.28M -$498K -21,412 -7%
MME
88
Meag Munich Ergo
Germany
$6.1M +$3.11M +134,659 +104%
ACI
89
AMP Capital Investors
Australia
$5.87M +$616K +26,554 +12%
FCI
90
Financial Counselors Inc
Kansas
$5.85M -$33.2K -1,430 -0.6%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.62M +$423K +18,191 +8%
SDJVC
92
St. Denis J. Villere & Co
Louisiana
$5.33M +$1.55M +66,700 +41%
ERSOT
93
Employees Retirement System of Texas
Texas
$5.3M – – –
Capital World Investors
94
Capital World Investors
California
$5.08M +$2.14M +92,000 +73%
ARTA
95
A.R.T. Advisors
New York
$5.05M +$5.05M +217,196 New
QC
96
Quadrature Capital
United Kingdom
$4.96M +$4.96M +213,524 New
Los Angeles Capital Management
97
Los Angeles Capital Management
California
$4.95M -$11M -474,495 -69%
ACM
98
Azimuth Capital Management
Michigan
$4.88M +$54.1K +2,325 +1%
CCM
99
Century Capital Management
Massachusetts
$4.61M +$307K +13,198 +7%
Two Sigma Investments
100
Two Sigma Investments
New York
$4.24M +$4.24M +182,183 New
2 3
4
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