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H&R Block
HRB

Overview Fund Activity

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
69
Increased
146
Reduced
127
Closed
52
Calls
$62.3M
Puts
$48.1M
Net Calls
+$14.2M
Net Calls Change
-$58.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$762M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$47.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$59.8M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$126M
5
Norges Bank
5
Norges Bank
Norway
$80.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36.8M
2
LCOV
2
London Company of Virginia
Virginia
$503K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58.1M
4
Credit Agricole
4
Credit Agricole
France
$712K
5
TAM
5
Tocqueville Asset Management
New York
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$4.15M +$121K +5,218 +3%
Lazard Asset Management
102
Lazard Asset Management
New York
$4.14M +$537K +23,108 +15%
Wells Fargo
103
Wells Fargo
California
$4.03M -$2.64M -113,352 -40%
Canada Life
104
Canada Life
Manitoba, Canada
$3.76M -$312K -13,426 -8%
EWM
105
Endurance Wealth Management
Rhode Island
$3.71M -$2.57M -110,425 -41%
Lord, Abbett & Co
106
Lord, Abbett & Co
New Jersey
$3.61M +$3.61M +155,400 New
DCM
107
Dupont Capital Management
Delaware
$3.54M -$570K -24,528 -14%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$3.51M -$110K -4,739 -3%
Squarepoint
109
Squarepoint
New York
$3.24M +$2.72M +116,818 +523%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$3.22M +$590K +25,356 +22%
Korea Investment Corp
111
Korea Investment Corp
South Korea
$3.21M +$744K +32,000 +30%
AAM
112
Auxier Asset Management
Oregon
$3.21M -$357K -15,350 -10%
QIM
113
Quantitative Investment Management
Virginia
$3.1M +$1.38M +59,300 +80%
Aviva
114
Aviva
United Kingdom
$3.04M -$375K -16,138 -11%
DCM
115
Dynamic Capital Management
Jersey
$2.95M +$2.95M +126,857 New
UBS Group
116
UBS Group
Switzerland
$2.9M -$1.95M -83,884 -40%
AIG
117
American International Group
New York
$2.82M -$1.45M -62,531 -34%
PAMU
118
Pictet Asset Management (UK)
United Kingdom
$2.81M +$41.8K +1,800 +2%
Nomura Holdings
119
Nomura Holdings
Japan
$2.78M +$1.81M +77,759 +186%
LCM
120
Laurion Capital Management
New York
$2.75M +$1.13M +48,600 +70%
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
$2.74M +$1.24M +53,145 +82%
WAM
122
Wolverine Asset Management
Illinois
$2.62M +$718K +30,898 +38%
CAM
123
Cubic Asset Management
Massachusetts
$2.61M +$137K +5,900 +6%
TD Asset Management
124
TD Asset Management
Ontario, Canada
$2.54M +$481K +20,700 +23%
Jane Street
125
Jane Street
New York
$2.47M +$197K +8,492 +9%
3 4
5
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