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H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$129M
2
Credit Agricole
2
Credit Agricole
France
$68.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$94.8M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$82.3M
5
Millennium Management
5
Millennium Management
New York
$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M
2
BlackRock
2
BlackRock
New York
$892M
3
TSW
3
Thompson Siegel & Walmsley
Virginia
$94.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.03M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERSOT
101
Employees Retirement System of Texas
Texas
$6.43M -$618K -20,000 -9%
AAM
102
Aberdeen Asset Management
United Kingdom
$6.36M +$5.11M +165,287 +409%
MWNA
103
Marshall Wace North America
New York
$6.13M +$5.26M +169,558 +604%
ACM
104
Azimuth Capital Management
Michigan
$6.01M -$472K -15,260 -7%
Stifel Financial
105
Stifel Financial
Missouri
$5.84M -$3.09M -99,775 -35%
Lazard Asset Management
106
Lazard Asset Management
New York
$5.82M +$315K +10,181 +6%
First Manhattan
107
First Manhattan
New York
$5.81M -$2.8M -90,522 -33%
BGIM
108
Brandywine Global Investment Management
Pennsylvania
$5.81M +$5.81M +187,897 New
MAM
109
Martingale Asset Management
Massachusetts
$5.81M +$3.07M +99,426 +112%
UBS Group
110
UBS Group
Switzerland
$5.7M +$1.84M +59,493 +48%
OAC
111
OMERS Administration Corp
Ontario, Canada
$5.68M +$5.68M +183,800 New
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$5.59M +$1.31M +42,290 +31%
Citigroup
113
Citigroup
New York
$5.55M -$5.16M -167,012 -48%
Korea Investment Corp
114
Korea Investment Corp
South Korea
$5.54M +$1.27M +41,200 +30%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$5.52M -$2.2K -71 -0%
Acadian Asset Management
116
Acadian Asset Management
Massachusetts
$5.32M -$18.3M -592,071 -77%
HI
117
HBK Investments
Texas
$5M +$5M +161,802 New
Canada Life
118
Canada Life
Manitoba, Canada
$4.82M -$180K -5,820 -4%
QC
119
Quadrature Capital
United Kingdom
$4.64M -$1.96M -63,376 -30%
Los Angeles Capital Management
120
Los Angeles Capital Management
California
$4.63M -$1.95M -63,211 -30%
CI
121
Cambiar Investors
Colorado
$4.63M +$4.63M +149,649 New
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$4.61M -$52.9K -1,713 -1%
ECM
123
Element Capital Management
New York
$4.59M +$2.53M +81,762 +123%
EWM
124
Endurance Wealth Management
Rhode Island
$4.43M -$500K -16,174 -10%
MME
125
Meag Munich Ergo
Germany
$4.36M -$3.79M -122,877 -47%
3 4
5
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