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H&R Block
HRB

Overview Fund Activity

407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
134
Reduced
148
Closed
50
Calls
$88.4M
Puts
$16M
Net Calls
+$72.4M
Net Calls Change
+$40.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$167M
2
Goldman Sachs
2
Goldman Sachs
New York
$80.5M
3
BG
3
BlackRock Group
United Kingdom
$173M
4
BA
4
BlackRock Advisors
Delaware
$123M
5
FCH
5
Freestone Capital Holdings
Washington
$19.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$157M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$215M
4
CGI
4
CI Global Investments
California
$0
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
101
Century Capital Management
Massachusetts
$4.25M 184,852 – –
AIG
102
American International Group
New York
$4.23M 184,002 +13 +0%
DCM
103
Dupont Capital Management
Delaware
$4.07M 176,828 +176,828 New
WBC
104
Westpac Banking Corp
Australia
$4.05M 131,537 +50,391 +62%
Canada Life
105
Canada Life
Manitoba, Canada
$4.04M 175,374 -176,767 -50%
Chevy Chase Trust
106
Chevy Chase Trust
Maryland
$3.99M 173,328 -9,872 -5%
SDJVC
107
St. Denis J. Villere & Co
Louisiana
$3.74M 162,550 +900 +0.6%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$3.58M 155,640 -1,786 -1%
Lazard Asset Management
109
Lazard Asset Management
New York
$3.56M 154,934 +122,355 +376%
AAM
110
Auxier Asset Management
Oregon
$3.52M 153,202 -550 -0.4%
Aviva
111
Aviva
United Kingdom
$3.38M 147,085 +6,681 +5%
Wellington Management Group
112
Wellington Management Group
Massachusetts
$3.35M 145,517 +145,517 New
BNP Paribas Asset Management
113
BNP Paribas Asset Management
France
$3.33M 144,879 -76,183 -34%
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$3.14M 136,395 +136,395 New
TCM
115
Twin Capital Management
Pennsylvania
$3.08M 133,763 -5,880 -4%
MME
116
Meag Munich Ergo
Germany
$3.03M 129,549 +129,549 New
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$3.01M 130,777 -4,123 -3%
Capital World Investors
118
Capital World Investors
California
$2.91M 126,357 +126,357 New
Renaissance Technologies
119
Renaissance Technologies
New York
$2.83M 123,088 -693,312 -85%
TCMG
120
TSP Capital Management Group
New Jersey
– – – –
EP
121
Elkfork Partners
Oregon
$2.76M 119,816 +119,816 New
PAMU
122
Pictet Asset Management (UK)
United Kingdom
$2.74M 119,149 -1,900 -2%
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$2.68M 116,515 +66,820 +134%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$2.61M 113,291 -30,416 -21%
LIM
125
Loudon Investment Management
New Hampshire
$2.51M 109,100 +1,175 +1%
3 4
5
6 7