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H&R Block
HRB

Overview Fund Activity

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$672M
2
APG Asset Management
2
APG Asset Management
Netherlands
$108M
3
PAM
3
Panagora Asset Management
Massachusetts
$62.6M
4
American Century Companies
4
American Century Companies
Missouri
$61.3M
5
Wells Fargo
5
Wells Fargo
California
$36.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$28.4M
2
Millennium Management
2
Millennium Management
New York
$8.75M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$54.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
WI
5
WBI Investments
New Jersey
$367K
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$9.68M 365,469 -27,872 -7%
ACI
77
AMP Capital Investors
Australia
$9.65M 364,442 +9,796 +3%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$9.51M 359,288 -4,638 -1%
Canada Pension Plan Investment Board
79
Canada Pension Plan Investment Board
Ontario, Canada
$9.16M 346,029 +279,199 +418%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$9.15M 345,424 -16,250 -4%
Ameriprise
81
Ameriprise
Minnesota
$9.04M 341,083 -713,827 -68%
NIPH
82
NN Investment Partners Holdings
Netherlands
$8.84M 333,664 +260,684 +357%
Millennium Management
83
Millennium Management
New York
$8.75M 330,415 -1,110,810 -77%
Principal Financial Group
84
Principal Financial Group
Iowa
$8.56M 323,110 -14,216 -4%
VIA
85
Virtus Investment Advisers
Connecticut
$8.48M 320,193 -15,535 -5%
CS
86
Credit Suisse
Switzerland
$8.22M 310,315 -46,545 -13%
NFA
87
Nationwide Fund Advisors
Ohio
$8.01M 302,295 +79,452 +36%
Lazard Asset Management
88
Lazard Asset Management
New York
$7.86M 296,663 +108,440 +58%
Axa
89
Axa
France
$7.6M 287,113 -104,187 -27%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$7.56M 285,600 -3,100 -1%
CA
91
Continental Advisors
Utah
$7.47M 282,242 -10,500 -4%
First Trust Advisors
92
First Trust Advisors
Illinois
$7.23M 273,146 +8,208 +3%
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$7.2M 271,830 +39,268 +17%
AP
94
AHL Partners
United Kingdom
$7.02M 264,942 -228,118 -46%
Retirement Systems of Alabama
95
Retirement Systems of Alabama
Alabama
$6.91M 260,875 -21,259 -8%
Massachusetts Financial Services
96
Massachusetts Financial Services
Massachusetts
$6.74M 254,570 +254,570 New
MAM
97
Martingale Asset Management
Massachusetts
$6.67M 251,866 +64,019 +34%
Federated Hermes
98
Federated Hermes
Pennsylvania
$6.61M 249,467 -27,177 -10%
FCI
99
Financial Counselors Inc
Kansas
$6.4M 241,744 -8,919 -4%
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
$6.32M 238,465 -142,757 -37%
2 3
4
5 6