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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$97M
2
Goldman Sachs
Goldman Sachs
New York
$108M
3
Artisan Partners
Artisan Partners
Wisconsin
$119M
4
Morgan Stanley
Morgan Stanley
New York
$50.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$97M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142M
2
Millennium Management
Millennium Management
New York
$25.8M
3
BlackRock
BlackRock
New York
$614M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.89M
5
PAM
Panagora Asset Management
Massachusetts
$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
101
Prudential Financial
New Jersey
$5.81M -$1.98M -77,000 -25%
Mitsubishi UFJ Trust & Banking
102
Mitsubishi UFJ Trust & Banking
Japan
$5.64M -$5.14M -199,656 -48%
USAA
103
United Services Automobile Association
Texas
$5.6M +$3.63M +140,900 +184%
O
104
OppenheimerFunds
New York
$5.57M +$5.33M +207,090 +2,250%
ERSOT
105
Employees Retirement System of Texas
Texas
$5.56M -$283K -11,000 -5%
ACI
106
AMP Capital Investors
Australia
$4.92M -$784K -30,191 -14%
Nordea Investment Management
107
Nordea Investment Management
Sweden
$4.85M – – –
OAM
108
Oxford Asset Management
United Kingdom
$4.6M -$2.1M -81,055 -31%
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$4.47M +$37.4K +1,451 +0.8%
Two Sigma Advisers
110
Two Sigma Advisers
New York
$4.47M +$507K +19,700 +13%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$4.34M -$187K -7,268 -4%
CI
112
Cambiar Investors
Colorado
$4.23M +$1.55K +60 +0%
Treasurer of the State of North Carolina
113
Treasurer of the State of North Carolina
North Carolina
$4.09M +$2.48M +96,129 +153%
B
114
Barings
North Carolina
$4.02M +$1.19M +46,100 +42%
Stifel Financial
115
Stifel Financial
Missouri
$4.01M -$405K -15,729 -9%
WI
116
WBI Investments
New Jersey
$3.99M +$3.32M +129,099 +499%
Toronto Dominion Bank
117
Toronto Dominion Bank
Ontario, Canada
$3.96M +$89.9K +3,494 +2%
GH
118
GAM Holding
Switzerland
$3.83M -$110K -4,254 -3%
ASRS
119
Arizona State Retirement System
Arizona
$3.79M +$1.14M +21,983 +43%
Canada Life
120
Canada Life
Manitoba, Canada
$3.75M -$14.9M -576,797 -80%
CEI
121
Clark Estates Inc
New York
$3.45M +$103K +4,000 +3%
GC
122
Guggenheim Capital
Illinois
$3.34M +$145K +5,638 +5%
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.3M -$2.41M -93,668 -42%
Ameriprise
124
Ameriprise
Minnesota
$3.22M -$930K -36,052 -22%
Russell Investments Group
125
Russell Investments Group
United Kingdom
$3.21M +$1.04M +40,167 +48%
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