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H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$129M
2
Credit Agricole
2
Credit Agricole
France
$68.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$94.8M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$82.3M
5
Millennium Management
5
Millennium Management
New York
$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M
2
BlackRock
2
BlackRock
New York
$892M
3
TSW
3
Thompson Siegel & Walmsley
Virginia
$94.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.03M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9.39M
Name Market Value Shares Shares
Change 		Shares
Change %
ACI
76
AMP Capital Investors
Australia
$11M 354,646 +101,356 +40%
Principal Financial Group
77
Principal Financial Group
Iowa
$10.4M 337,326 +49,726 +17%
VIA
78
Virtus Investment Advisers
Connecticut
$10.4M 335,728 +330,731 +6,619%
PG
79
Pendal Group
Australia
$10.1M 325,626 +325,626 New
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$9.73M 314,883 +285,431 +969%
BNP Paribas Asset Management
81
BNP Paribas Asset Management
France
$9.43M 304,961 +14,071 +5%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$9.39M 303,735 -2,193,458 -88%
LCM
83
Laurion Capital Management
New York
$9.25M 299,347 +180,947 +153%
CA
84
Continental Advisors
Utah
$9.05M 292,742 -65,600 -18%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$8.92M 288,700 -4,500 -2%
HCM
86
Highbridge Capital Management
New York
$8.9M 287,883 +287,883 New
Retirement Systems of Alabama
87
Retirement Systems of Alabama
Alabama
$8.72M 282,134 -53,422 -16%
Federated Hermes
88
Federated Hermes
Pennsylvania
$8.55M 276,644 -303,824 -52%
First Trust Advisors
89
First Trust Advisors
Illinois
$8.19M 264,938 -77,863 -23%
Voloridge Investment Management
90
Voloridge Investment Management
Florida
$8.16M 263,932 +252,532 +2,215%
Citadel Advisors
91
Citadel Advisors
Florida
$8.03M 259,903 -2,310,533 -90%
FCI
92
Financial Counselors Inc
Kansas
$7.75M 250,663 -1,125 -0.4%
Capital Fund Management (CFM)
93
Capital Fund Management (CFM)
France
$7.63M 246,953 +233,546 +1,742%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.5M 242,618 +889 +0.4%
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$7.19M 232,562 +192,151 +475%
NFA
96
Nationwide Fund Advisors
Ohio
$6.89M 222,843 -162,600 -42%
Capital World Investors
97
Capital World Investors
California
$6.75M 218,357 – –
Skandinaviska Enskilda Banken (SEB)
98
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.67M 215,905 +143,100 +197%
Nordea Investment Management
99
Nordea Investment Management
Sweden
$6.63M 214,360 -77,900 -27%
DCM
100
Dupont Capital Management
Delaware
$6.55M 211,959 +59,659 +39%
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4
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