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H&R Block
HRB

Overview Fund Activity

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$672M
2
APG Asset Management
2
APG Asset Management
Netherlands
$108M
3
PAM
3
Panagora Asset Management
Massachusetts
$62.6M
4
American Century Companies
4
American Century Companies
Missouri
$61.3M
5
Wells Fargo
5
Wells Fargo
California
$36.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$28.4M
2
Millennium Management
2
Millennium Management
New York
$8.75M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$54.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
WI
5
WBI Investments
New Jersey
$367K
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Life
101
Canada Life
Manitoba, Canada
$6.27M 230,607 +74,479 +48%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.96M 225,220 -17,398 -7%
Nordea Investment Management
103
Nordea Investment Management
Sweden
$5.68M 214,360 – –
CG
104
Clinton Group
New York
$5.55M 209,576 +209,576 New
PG
105
Pendal Group
Australia
$5.39M 203,799 -121,827 -37%
QIM
106
Quantitative Investment Management
Virginia
$5.22M 197,300 +197,300 New
LCM
107
Landscape Capital Management
New Jersey
$4.91M 185,453 +45,798 +33%
DekaBank Deutsche Girozentrale
108
DekaBank Deutsche Girozentrale
Germany
$4.88M 157,956 +117,659 +292%
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$4.83M 182,332 +3,857 +2%
Teacher Retirement System of Texas
110
Teacher Retirement System of Texas
Texas
$4.82M 182,128 +162,830 +844%
Citigroup
111
Citigroup
New York
$4.57M 172,702 -6,936 -4%
First Manhattan
112
First Manhattan
New York
$4.56M 172,080 -15,870 -8%
ERSOT
113
Employees Retirement System of Texas
Texas
$4.53M 171,000 -37,000 -18%
DCM
114
Dupont Capital Management
Delaware
$4.45M 168,127 -43,832 -21%
Stifel Financial
115
Stifel Financial
Missouri
$4.34M 164,106 -24,577 -13%
GS
116
GAM Systematic
United Kingdom
$4.33M 163,460 +43,201 +36%
Jane Street
117
Jane Street
New York
$4.16M 157,081 +135,156 +616%
Los Angeles Capital Management
118
Los Angeles Capital Management
California
$3.97M 149,873 – –
OAC
119
OMERS Administration Corp
Ontario, Canada
$3.91M 147,600 -36,200 -20%
N
120
Natixis
France
$3.83M 144,589 +144,589 New
JIM
121
Jupiter Investment Management
United Kingdom
$3.82M 144,139 +144,139 New
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$3.76M 142,029 -7,159 -5%
EWM
123
Endurance Wealth Management
Rhode Island
$3.62M 136,500 -6,775 -5%
CI
124
Cambiar Investors
Colorado
$3.58M 135,082 -14,567 -10%
Aviva
125
Aviva
United Kingdom
$3.49M 131,947 +1,940 +1%
3 4
5
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