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H&R Block
HRB

Overview Fund Activity

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$32.1M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$30.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$65.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$54.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$27.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCIM
101
British Columbia Investment Management
British Columbia, Canada
$6.64M +$6.25M +245,820 +1,584%
Adage Capital Partners
102
Adage Capital Partners
Massachusetts
$6.64M +$2.45M +96,400 +58%
NIPH
103
NN Investment Partners Holdings
Netherlands
$6.53M -$290K -11,433 -4%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$6.5M -$3.22M -126,814 -33%
FCI
105
Financial Counselors Inc
Kansas
$6.12M +$44.7K +1,760 +0.7%
DekaBank Deutsche Girozentrale
106
DekaBank Deutsche Girozentrale
Germany
$6M +$1.98M +77,751 +49%
First Trust Advisors
107
First Trust Advisors
Illinois
$5.95M -$426K -16,776 -7%
OTPPB
108
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.92M +$4.94M +194,546 +509%
ARTA
109
A.R.T. Advisors
New York
$5.52M +$1.97M +77,700 +56%
ACI
110
AMP Capital Investors
Australia
$5.5M -$5.63M -223,799 -51%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.49M -$806K -31,710 -13%
ERSOT
112
Employees Retirement System of Texas
Texas
$5.49M +$1.17M +46,000 +27%
Nordea Investment Management
113
Nordea Investment Management
Sweden
$5.39M -$229 -9 -0%
Man Group
114
Man Group
United Kingdom
$5.37M +$5.37M +211,141 New
MSL
115
Mackay Shields LLC
New York
$5.35M +$5.35M +210,512 New
DCM
116
Dupont Capital Management
Delaware
$5.29M +$105K +4,119 +2%
Federated Hermes
117
Federated Hermes
Pennsylvania
$5.25M -$224K -8,796 -4%
OA
118
Oak Associates
Ohio
$5.07M +$2.24M +88,350 +80%
JG
119
Jefferies Group
New York
$4.6M +$499K +19,639 +12%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$4.49M -$113K -4,442 -2%
Citigroup
121
Citigroup
New York
$4.47M +$762K +29,993 +21%
MME
122
Meag Munich Ergo
Germany
$4.44M +$4.19M +167,164 +1,670%
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$4.37M +$3.89M +152,979 +803%
CI
124
Cambiar Investors
Colorado
$4.19M +$699K +27,501 +20%
Stifel Financial
125
Stifel Financial
Missouri
$4.18M +$39.9K +1,572 +1%
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