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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$392M
2
Millennium Management
2
Millennium Management
New York
$57.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$76.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.6M
5
T
5
TOBAM
France
$43.7M

Top Sellers

1
First Manhattan
1
First Manhattan
New York
$38.2M
2
SCM
2
Smead Capital Management
Arizona
$578K
3
WHG
3
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$66K
5
Boston Partners
5
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
101
Oppenheimer & Co
New York
$5.33M +$257K +11,157 +5%
ERSOT
102
Employees Retirement System of Texas
Texas
$5.24M +$1.75M +76,000 +50%
Comerica Bank
103
Comerica Bank
Texas
$5.2M +$3.42M +143,831 +192%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.78M -$1.12M -48,802 -19%
USAA
105
United Services Automobile Association
Texas
$4.76M -$11.6M -506,349 -71%
CA
106
Continental Advisors
Utah
$4.65M +$4.65M +202,142 New
FL
107
Fort LP
Maryland
$4.61M +$88K +3,827 +2%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$4.42M -$170K -7,389 -4%
PAMU
109
Pictet Asset Management (UK)
United Kingdom
$4.41M +$327K +15,300 +8%
UBS Group
110
UBS Group
Switzerland
$4.17M +$1.62M +70,601 +64%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$4.13M +$1.7M +73,958 +70%
AIG
112
American International Group
New York
$4.08M -$225K -9,780 -5%
GH
113
GAM Holding
Switzerland
$4.05M +$2.68M +116,375 +194%
Natixis Advisors
114
Natixis Advisors
Massachusetts
$4.03M +$604K +26,264 +18%
Nordea Investment Management
115
Nordea Investment Management
Sweden
$4M -$22.7M -987,394 -85%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$3.89M +$97.9K +4,255 +3%
SDJVC
117
St. Denis J. Villere & Co
Louisiana
$3.87M +$1.05M +45,800 +37%
RJA
118
Raymond James & Associates
Florida
$3.85M +$3.26M +141,685 +548%
GAAM
119
Guinness Atkinson Asset Management
California
$3.83M +$49.5K +2,150 +1%
Capstone Investment Advisors
120
Capstone Investment Advisors
New York
$3.69M +$3.69M +160,437 New
AAM
121
Auxier Asset Management
Oregon
$3.55M -$5.75K -250 -0.2%
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$3.44M -$409K -17,800 -11%
FCI
123
Financial Counselors Inc
Kansas
$3.43M +$10.2K +443 +0.3%
TI
124
Trexquant Investment
Connecticut
$3.36M +$3.36M +146,100 New
NI
125
Numeric Investors
Massachusetts
$3.35M +$3.35M +145,700 New
3 4
5
6 7