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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$392M
2
Millennium Management
2
Millennium Management
New York
$57.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$76.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.6M
5
T
5
TOBAM
France
$43.7M

Top Sellers

1
First Manhattan
1
First Manhattan
New York
$38.2M
2
SCM
2
Smead Capital Management
Arizona
$578K
3
WHG
3
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$66K
5
Boston Partners
5
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
126
Paloma Partners
Connecticut
$3.23M +$2.13M +92,602 +195%
Aviva
127
Aviva
United Kingdom
$3.2M +$369K +16,033 +13%
PC
128
Palo Capital
California
$3.17M +$3.17M +137,852 New
NIT
129
NumerixS Investment Technologies
British Columbia, Canada
$3.12M +$1.8M +78,429 +138%
LCM
130
Laurion Capital Management
New York
$3.07M +$3.07M +133,600 New
ACM
131
Azimuth Capital Management
Michigan
$3.02M +$3.02M +131,085 New
Squarepoint
132
Squarepoint
New York
$3.01M +$455K +19,799 +18%
TCMG
133
TSP Capital Management Group
New Jersey
$2.83M -$11.5K -500 -0.4%
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$2.67M -$398K -17,310 -13%
OAC
135
OMERS Administration Corp
Ontario, Canada
$2.62M +$2.17M +94,500 +487%
ACI
136
AMP Capital Investors
Australia
$2.47M +$1.07M +47,016 +76%
AI
137
Analytic Investors
California
$2.46M -$2.64M -114,816 -52%
PAIM
138
Punch & Associates Investment Management
Minnesota
$2.4M +$29.7K +1,291 +1%
TD Asset Management
139
TD Asset Management
Ontario, Canada
$2.36M +$32.2K +1,400 +1%
DTL
140
Dynamic Technology Lab
Singapore
$2.09M +$2.09M +90,750 New
JG
141
Jefferies Group
New York
$2.09M -$65.8K -2,862 -3%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.07M -$46.1K -2,005 -2%
US Bancorp
143
US Bancorp
Minnesota
$2.07M -$79.6K -3,459 -4%
Ameriprise
144
Ameriprise
Minnesota
$2.04M -$12.4M -536,329 -86%
Citigroup
145
Citigroup
New York
$2.03M -$843K -36,614 -29%
Royal London Asset Management
146
Royal London Asset Management
United Kingdom
$1.99M -$33.2M -1,444,017 -94%
NIS
147
National Investment Services
Wisconsin
$1.98M +$17.3K +752 +0.9%
ASRS
148
Arizona State Retirement System
Arizona
$1.83M -$232K -10,100 -11%
SOMRS
149
State of Michigan Retirement System
Michigan
$1.79M -$75.9K -3,300 -4%
EVM
150
Eaton Vance Management
Massachusetts
$1.76M -$88.6K -3,851 -5%
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