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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.

Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
58
Increased
135
Reduced
138
Closed
54
Calls
$56.2M
Puts
$24.5M
Net Calls
+$31.7M
Net Calls Change
+$1.49M

Top Buyers

1
Credit Agricole
1
Credit Agricole
France
$37M
2
JAM
2
Jupiter Asset Management
United Kingdom
$58.7M
3
WI
3
WBI Investments
New Jersey
$28.6M
4
TAM
4
Tocqueville Asset Management
New York
$36.9M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$49.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$3.78M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$365M
3
WG
3
Winton Group
United Kingdom
$1.23M
4
HCM
4
Highbridge Capital Management
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.01M
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
101
American International Group
New York
$4.26M 183,989 +6,457 +4%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$4.24M 183,200 -8,875 -5%
Nordea Investment Management
103
Nordea Investment Management
Sweden
$4.18M 180,460 +6,500 +4%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$4.04M 174,413 -745 -0.4%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$4.01M 172,997 +4,046 +2%
RJA
106
Raymond James & Associates
Florida
$3.89M 168,048 +502 +0.3%
BCIM
107
British Columbia Investment Management
British Columbia, Canada
$3.85M 166,102 +128,268 +339%
GAAM
108
Guinness Atkinson Asset Management
California
$3.84M 165,650 -740 -0.4%
Millennium Management
109
Millennium Management
New York
$3.78M 163,213 -2,328,365 -93%
SDJVC
110
St. Denis J. Villere & Co
Louisiana
$3.74M 161,650 -6,550 -4%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$3.64M 157,426 +157,426 New
AAM
112
Auxier Asset Management
Oregon
$3.56M 153,752 -750 -0.5%
NI
113
Numeric Investors
Massachusetts
$3.41M 147,400 +1,700 +1%
LS
114
Livforsakringsbolaget Skandia
Sweden
$3.41M 88,912 +59,629 +204%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$3.33M 143,707 -5,900 -4%
Aviva
116
Aviva
United Kingdom
$3.25M 140,404 +1,402 +1%
TCM
117
Twin Capital Management
Pennsylvania
$3.23M 139,643 +139,643 New
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$3.12M 134,900 -44,606 -25%
IGIM
119
I.G. Investment Management
Manitoba, Canada
$2.94M 127,000 -284,459 -69%
TCMG
120
TSP Capital Management Group
New Jersey
– – -122,850 Closed
PAMU
121
Pictet Asset Management (UK)
United Kingdom
$2.8M 121,049 -85,500 -41%
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$2.61M 112,829 -3,407 -3%
HW
123
Hancock Whitney
Mississippi
$2.6M 112,413 +112,413 New
LIM
124
Loudon Investment Management
New Hampshire
$2.5M 107,925 +107,925 New
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$2.49M 107,603 +36,218 +51%
3 4
5
6 7