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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$97M
2
Goldman Sachs
2
Goldman Sachs
New York
$108M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$119M
4
Morgan Stanley
4
Morgan Stanley
New York
$50.3M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$97M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142M
2
Millennium Management
2
Millennium Management
New York
$25.8M
3
BlackRock
3
BlackRock
New York
$614M
4
Skandinaviska Enskilda Banken (SEB)
4
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.89M
5
PAM
5
Panagora Asset Management
Massachusetts
$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
76
AllianceBernstein
Tennessee
$9.88M -$3.19K -124 -0%
MAM
77
Martingale Asset Management
Massachusetts
$9.74M +$1.11M +42,932 +13%
Asset Management One
78
Asset Management One
Japan
$9.59M -$4.02M -156,062 -30%
TA
79
Teachers Advisors
New York
$9.43M +$2.11M +81,916 +29%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$9.29M -$118K -4,591 -1%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$9.17M -$149K -5,796 -2%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$9.12M -$437K -16,985 -5%
TIM
83
Tikehau Investment Management
France
$9.01M -$6.39M -248,100 -41%
First Trust Advisors
84
First Trust Advisors
Illinois
$8.81M +$4.27M +165,757 +94%
WorldQuant Millennium Advisors
85
WorldQuant Millennium Advisors
New York
$8.76M +$8.76M +340,082 New
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$8.64M – – –
HSBC Holdings
87
HSBC Holdings
United Kingdom
$8.57M -$4.45M -172,974 -34%
Citigroup
88
Citigroup
New York
$8.45M -$3.5M -135,931 -29%
Principal Financial Group
89
Principal Financial Group
Iowa
$8.32M -$28.8K -1,120 -0.3%
AAF
90
Andra AP-fonden
Sweden
$8.3M -$585K -22,700 -7%
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$8.23M +$396K +15,373 +5%
Janus Henderson Group
92
Janus Henderson Group
United Kingdom
$7.93M -$993K -38,574 -11%
Mirae Asset Global Investments
93
Mirae Asset Global Investments
South Korea
$7.84M +$7.54M +292,956 +2,533%
TD Asset Management
94
TD Asset Management
Ontario, Canada
$7.76M -$640K -24,873 -8%
Adage Capital Partners
95
Adage Capital Partners
Massachusetts
$6.88M -$214K -8,300 -3%
CA
96
Continental Advisors
Utah
$6.48M -$1.06M -41,000 -14%
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$6.38M -$306K -11,899 -5%
OA
98
Oak Associates
Ohio
$6.06M +$546K +21,200 +10%
PAMU
99
Pictet Asset Management (UK)
United Kingdom
$6.05M +$230K +8,941 +4%
FCI
100
Financial Counselors Inc
Kansas
$5.98M -$164K -6,377 -3%
2 3
4
5 6