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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
10.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
77
Increased
156
Reduced
141
Closed
49
Calls
$43.4M
Puts
$112M
Net Calls
-$68.4M
Net Calls Change
-$29.1M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$106M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$120M
3
Vanguard Group
Vanguard Group
Pennsylvania
$704M
4
Allianz Asset Management
Allianz Asset Management
Germany
$26.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$49M

Top Sellers

1
Credit Agricole
Credit Agricole
France
$0
2
BlackRock
BlackRock
New York
$723M
3
Renaissance Technologies
Renaissance Technologies
New York
$5.61M
4
Deutsche Bank
Deutsche Bank
Germany
$42.9M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARTA
126
A.R.T. Advisors
New York
$3.66M +$2.39M +91,300 +189%
CI
127
Cambiar Investors
Colorado
$3.6M +$57K +2,173 +2%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$3.59M -$137K -5,240 -4%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$3.55M +$278K +10,617 +9%
HI
130
HBK Investments
Texas
$3.42M +$805K +30,708 +31%
CEI
131
Clark Estates Inc
New York
$3.41M +$3.41M +130,000 New
EWM
132
Endurance Wealth Management
Rhode Island
$3.35M -$225K -8,585 -6%
LSV Asset Management
133
LSV Asset Management
Illinois
$3.23M – – –
AAM
134
Auxier Asset Management
Oregon
$3.22M -$7.87K -300 -0.2%
Acadian Asset Management
135
Acadian Asset Management
Massachusetts
$3.16M -$95.9K -3,657 -3%
VOYA Investment Management
136
VOYA Investment Management
Georgia
$3.07M -$120K -4,573 -4%
Aviva
137
Aviva
United Kingdom
$3.02M -$440K -16,791 -13%
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$3.01M +$1.52M +57,867 +102%
VIA
139
Vident Investment Advisory
Georgia
$2.91M +$404K +15,422 +16%
OA
140
Oak Associates
Ohio
$2.91M +$2.91M +110,995 New
SCM
141
Stevens Capital Management
Pennsylvania
$2.86M +$2.86M +108,999 New
DZ Bank
142
DZ Bank
Germany
$2.77M +$167K +6,377 +6%
CCP
143
Corient Capital Partners
California
$2.7M +$653K +24,923 +32%
GCP
144
GSA Capital Partners
United Kingdom
$2.53M +$1.24M +47,329 +97%
ECM
145
Element Capital Management
New York
$2.48M +$2.48M +94,415 New
Bessemer Group
146
Bessemer Group
New Jersey
$2.44M +$559K +21,319 +30%
AG
147
Aperio Group
California
$2.4M +$141K +5,379 +6%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$2.39M +$127K +4,844 +6%
AOWM
149
Alpha Omega Wealth Management
Virginia
$2.37M +$22.3K +852 +0.9%
Toronto Dominion Bank
150
Toronto Dominion Bank
Ontario, Canada
$2.36M +$284K +10,830 +14%
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6
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