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H&R Block
HRB

Overview Fund Activity

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$32.1M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$30.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$65.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$54.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$27.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
76
Mitsubishi UFJ Trust & Banking
Japan
$10.6M +$29.2K +1,151 +0.3%
AAF
77
Andra AP-fonden
Sweden
$10.6M +$7.02M +276,200 +196%
Teacher Retirement System of Texas
78
Teacher Retirement System of Texas
Texas
$10.4M +$2.28M +89,706 +28%
AllianceBernstein
79
AllianceBernstein
Tennessee
$9.99M +$112K +4,389 +1%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$9.85M -$71.1K -2,800 -0.7%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$9.75M -$269K -10,588 -3%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$9.63M -$173K -6,800 -2%
TD Asset Management
83
TD Asset Management
Ontario, Canada
$9.34M +$4.41M +173,633 +90%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$9.31M +$18.4K +725 +0.2%
JIM
85
Jupiter Investment Management
United Kingdom
$9.2M +$9.2M +362,091 New
CA
86
Continental Advisors
Utah
$9.14M +$1.97M +77,515 +27%
Korea Investment Corp
87
Korea Investment Corp
South Korea
$8.77M -$4.43M -174,500 -34%
HCM
88
Howard Capital Management
Georgia
$8.59M +$8.59M +338,130 New
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$8.53M -$163K -6,420 -2%
RIM
90
Rampart Investment Management
Connecticut
$8.51M +$8.51M +334,922 New
Principal Financial Group
91
Principal Financial Group
Iowa
$8.3M -$10.3K -406 -0.1%
MAM
92
Martingale Asset Management
Massachusetts
$8.06M +$1.32M +52,082 +20%
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$7.96M +$194K +7,645 +3%
Canada Pension Plan Investment Board
94
Canada Pension Plan Investment Board
Ontario, Canada
$7.77M +$2.21M +87,000 +40%
GC
95
Grimes & Company
Massachusetts
$7.7M +$3.63M +142,938 +89%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$7.59M +$5.56M +221,954 +274%
Prudential Financial
97
Prudential Financial
New Jersey
$7.52M -$6.91M -271,928 -48%
GXMC
98
Global X Management Company
New York
$7.46M -$2.65M -104,150 -26%
SEC
99
Seven Eight Capital
New York
$7.28M +$7.28M +286,363 New
LCM
100
Landscape Capital Management
New Jersey
$6.9M +$2.66M +104,753 +63%
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4
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