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H&R Block
HRB

Overview Fund Activity

407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
134
Reduced
148
Closed
50
Calls
$88.4M
Puts
$16M
Net Calls
+$72.4M
Net Calls Change
+$40.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$167M
2
Goldman Sachs
2
Goldman Sachs
New York
$80.5M
3
BG
3
BlackRock Group
United Kingdom
$173M
4
BA
4
BlackRock Advisors
Delaware
$123M
5
FCH
5
Freestone Capital Holdings
Washington
$19.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$157M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$215M
4
CGI
4
CI Global Investments
California
$0
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
126
Cubic Asset Management
Massachusetts
$2.45M 106,495 +3,240 +3%
Korea Investment Corp
127
Korea Investment Corp
South Korea
$2.44M 106,000 +95,200 +881%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$2.42M 105,445 -2,158 -2%
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$2.41M 104,705 -8,124 -7%
CCP
130
Corient Capital Partners
California
$2.35M 102,310 +11,943 +13%
NI
131
Numeric Investors
Massachusetts
$2.34M 101,800 -45,600 -31%
GHCM
132
Glen Harbor Capital Management
California
$2.27M 98,672 +98,672 New
Jane Street
133
Jane Street
New York
$2.24M 97,535 +20,572 +27%
Walleye Trading
134
Walleye Trading
New York
$2.04M 88,700 +62,184 +235%
TD Asset Management
135
TD Asset Management
Ontario, Canada
$2.03M 88,433 -10,945 -11%
RCM
136
Riverhead Capital Management
Delaware
$2.03M 88,169 -2,300 -3%
Baird Financial Group
137
Baird Financial Group
Wisconsin
$1.92M 83,598 -89,399 -52%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.91M 94,165 -6,197 -6%
WAM
139
Wolverine Asset Management
Illinois
$1.88M 81,800 +81,800 New
Ameriprise
140
Ameriprise
Minnesota
$1.87M 80,911 -6,624 -8%
FA
141
FDx Advisors
Illinois
$1.85M 80,621 +1,853 +2%
AOWM
142
Alpha Omega Wealth Management
Virginia
$1.83M 79,656 -4,710 -6%
NB
143
Norinchukin Bank
Japan
$1.79M 78,006 +5,043 +7%
OC
144
Oppenheimer & Co
New York
$1.78M 77,596 -17,979 -19%
MCIM
145
Meadow Creek Investment Management
Georgia
$1.78M 77,528 +77,528 New
SFM
146
Soros Fund Management
New York
$1.76M 76,600 +76,600 New
USAA
147
United Services Automobile Association
Texas
$1.75M 76,090 -138,200 -64%
QIM
148
Quantitative Investment Management
Virginia
$1.7M 73,900 +42,700 +137%
GIBU
149
Gulf International Bank (UK)
United Kingdom
$1.67M 72,508 – –
LTI
150
Laffer Tengler Investments
Tennessee
$1.65M 71,760 +30,080 +72%
4 5
6
7 8