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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
10.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
77
Increased
156
Reduced
141
Closed
49
Calls
$43.4M
Puts
$112M
Net Calls
-$68.4M
Net Calls Change
-$29.1M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$106M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$120M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$704M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$26.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$49M

Top Sellers

1
Credit Agricole
1
Credit Agricole
France
$0
2
BlackRock
2
BlackRock
New York
$723M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.61M
4
Deutsche Bank
4
Deutsche Bank
Germany
$42.9M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
76
Lazard Asset Management
New York
$10.3M +$2.5M +95,194 +32%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$10.2M +$157K +6,000 +2%
AllianceBernstein
78
AllianceBernstein
Tennessee
$10.2M -$76.7K -2,924 -0.7%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$10.1M +$7.87K +300 +0.1%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$10M -$902K -34,419 -8%
SEI Investments
81
SEI Investments
Pennsylvania
$9.8M +$8.98M +222,563 +1,099%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$9.59M +$166K +6,315 +2%
BNP Paribas Asset Management
83
BNP Paribas Asset Management
France
$9.29M -$2.94M -112,120 -24%
VIA
84
Virtus Investment Advisers
Connecticut
$9.21M +$811K +30,922 +10%
OSAM
85
O'Shaughnessy Asset Management
Connecticut
$9.09M -$6.26M -238,717 -41%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$8.97M -$91.8K -3,500 -1%
Principal Financial Group
87
Principal Financial Group
Iowa
$8.58M +$105K +4,009 +1%
Teacher Retirement System of Texas
88
Teacher Retirement System of Texas
Texas
$8.35M +$3.58M +136,447 +75%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$8.01M +$1.17M +44,598 +17%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$7.67M +$1.42M +54,247 +23%
UBS Group
91
UBS Group
Switzerland
$7.64M +$4.84M +184,583 +173%
TAM
92
Tocqueville Asset Management
New York
$7.55M -$8.21M -313,088 -52%
CA
93
Continental Advisors
Utah
$7.4M – – –
NIPH
94
NN Investment Partners Holdings
Netherlands
$7.04M -$1.71M -65,347 -20%
MAM
95
Martingale Asset Management
Massachusetts
$6.95M +$349K +13,296 +5%
First Trust Advisors
96
First Trust Advisors
Illinois
$6.58M -$584K -22,272 -8%
CB
97
Commerce Bank
Missouri
$6.52M +$5.25M +200,208 +413%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.5M +$596K +22,722 +10%
FL
99
Fort LP
Maryland
$6.48M -$7.28M -277,650 -53%
FCI
100
Financial Counselors Inc
Kansas
$6.27M -$70.7K -2,696 -1%
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4
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