HRB icon

H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$129M
2
Credit Agricole
Credit Agricole
France
$68.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$82.3M
5
Millennium Management
Millennium Management
New York
$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M
2
BlackRock
BlackRock
New York
$892M
3
TSW
Thompson Siegel & Walmsley
Virginia
$94.6M
4
Citadel Advisors
Citadel Advisors
Florida
$8.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
126
Airain Ltd
Guernsey
$4.33M +$3.45M +111,742 +397%
LCM
127
Landscape Capital Management
New Jersey
$4.32M -$5.54M -179,296 -56%
B
128
Barings
North Carolina
$4.04M +$2.14M +69,195 +113%
Aviva
129
Aviva
United Kingdom
$4.02M -$29.1K -940 -0.7%
CCM
130
Century Capital Management
Massachusetts
$3.95M -$2.17M -70,271 -35%
AAM
131
Auxier Asset Management
Oregon
$3.84M -$420K -13,600 -10%
VOYA Investment Management
132
VOYA Investment Management
Georgia
$3.78M -$6.18M -199,976 -62%
GS
133
GAM Systematic
United Kingdom
$3.72M +$1.45M +47,021 +64%
HHC
134
Hutchin Hill Capital
New York
$3.66M +$1.71M +55,300 +88%
WG
135
Winton Group
United Kingdom
$3.58M -$5.74M -185,565 -62%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$3.48M +$313K +10,201 +10%
SEC
137
Seven Eight Capital
New York
$3.47M +$3.47M +112,363 New
LSV Asset Management
138
LSV Asset Management
Illinois
$3.43M +$272K +8,800 +9%
LIM
139
Loudon Investment Management
New Hampshire
$3.24M -$18.5K -600 -0.6%
SG Americas Securities
140
SG Americas Securities
New York
$3.23M +$1.76M +56,882 +119%
TD Asset Management
141
TD Asset Management
Ontario, Canada
$3.19M -$188K -6,095 -6%
PAMU
142
Pictet Asset Management (UK)
United Kingdom
$3.17M -$42.5K -1,600 -1%
Russell Investments Group
143
Russell Investments Group
United Kingdom
$3.17M +$1.94M +62,671 +158%
CCP
144
Corient Capital Partners
California
$3.15M -$57.9K -1,874 -2%
MLICM
145
Metropolitan Life Insurance Company (MetLife)
New York
$3.15M -$38.5K -1,245 -1%
DZ Bank
146
DZ Bank
Germany
$3.07M +$998K +32,295 +48%
JG
147
Jefferies Group
New York
$2.92M +$929K +30,058 +47%
AOWM
148
Alpha Omega Wealth Management
Virginia
$2.82M -$453K -14,645 -14%
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.78M -$70K -2,265 -2%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$2.78M -$94K -3,040 -3%
4 5
6
7 8