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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
58
Increased
135
Reduced
138
Closed
54
Calls
$56.2M
Puts
$24.5M
Net Calls
+$31.7M
Net Calls Change
+$1.49M

Top Buyers

1
Credit Agricole
Credit Agricole
France
$37M
2
JAM
Jupiter Asset Management
United Kingdom
$58.7M
3
WI
WBI Investments
New Jersey
$28.6M
4
TAM
Tocqueville Asset Management
New York
$36.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
$49.4M

Top Sellers

1
Millennium Management
Millennium Management
New York
$3.78M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$365M
3
WG
Winton Group
United Kingdom
$1.23M
4
HCM
Highbridge Capital Management
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Holdings
126
Nomura Holdings
Japan
$2.45M +$2.45M +106,096 New
US Bancorp
127
US Bancorp
Minnesota
$2.42M +$335K +14,489 +16%
FCH
128
Freestone Capital Holdings
Washington
$2.41M +$2.41M +104,279 New
Two Sigma Advisers
129
Two Sigma Advisers
New York
$2.41M +$817K +35,301 +51%
CAM
130
Cubic Asset Management
Massachusetts
$2.39M +$2.39M +103,255 New
PAIM
131
Punch & Associates Investment Management
Minnesota
$2.38M -$39.5K -1,707 -2%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.32M +$237K +10,250 +11%
TD Asset Management
133
TD Asset Management
Ontario, Canada
$2.3M -$72.4K -3,128 -3%
State of Tennessee, Department of Treasury
134
State of Tennessee, Department of Treasury
Tennessee
$2.25M +$1.04M +44,840 +86%
OC
135
Oppenheimer & Co
New York
$2.21M -$3.15M -136,220 -59%
SCM
136
Snow Capital Management
Pennsylvania
$2.17M +$2.17M +93,755 New
RCM
137
Riverhead Capital Management
Delaware
$2.09M +$761K +32,889 +57%
CCP
138
Corient Capital Partners
California
$2.09M +$2.09M +90,367 New
Ameriprise
139
Ameriprise
Minnesota
$2.03M -$25K -1,079 -1%
FQ
140
First Quadrant
California
$1.98M +$1.98M +85,672 New
AOWM
141
Alpha Omega Wealth Management
Virginia
$1.95M +$242K +10,473 +14%
NIS
142
National Investment Services
Wisconsin
$1.95M -$41.9K -1,810 -2%
FA
143
FDx Advisors
Illinois
$1.82M +$94K +4,060 +5%
Jane Street
144
Jane Street
New York
$1.78M +$968K +41,800 +119%
SOMRS
145
State of Michigan Retirement System
Michigan
$1.77M -$34.7K -1,500 -2%
BT
146
Beacon Trust
New Jersey
$1.77M +$29.9K +1,290 +2%
NB
147
Norinchukin Bank
Japan
$1.69M +$30.7K +1,325 +2%
GIBU
148
Gulf International Bank (UK)
United Kingdom
$1.68M – – –
AG
149
Aperio Group
California
$1.66M +$56.3K +2,433 +4%
ASRS
150
Arizona State Retirement System
Arizona
$1.65M -$188K -8,100 -10%
4 5
6
7 8