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H&R Block
HRB

Overview Fund Activity

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$32.1M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$30.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$65.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$54.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$27.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$4M -$1.69M -66,590 -30%
Millennium Management
127
Millennium Management
New York
$3.67M +$3.25M +127,969 +786%
HI
128
HBK Investments
Texas
$3.57M +$256K +10,092 +8%
GH
129
GAM Holding
Switzerland
$3.55M -$23.7K -931 -0.7%
First Manhattan
130
First Manhattan
New York
$3.47M -$566K -22,295 -14%
ECM
131
Element Capital Management
New York
$3.38M +$980K +38,548 +41%
Boston Partners
132
Boston Partners
Massachusetts
$3.33M +$3.33M +131,087 New
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$3.32M -$123K -4,861 -4%
CEI
134
Clark Estates Inc
New York
$3.3M – – –
TAM
135
Tocqueville Asset Management
New York
$3.27M -$4.05M -159,400 -55%
AAM
136
Auxier Asset Management
Oregon
$3.24M +$121K +4,750 +4%
Two Sigma Advisers
137
Two Sigma Advisers
New York
$3.2M -$11.2M -439,700 -78%
EF
138
Empowered Funds
Pennsylvania
$3.15M +$1.13M +44,892 +56%
LSV Asset Management
139
LSV Asset Management
Illinois
$3.08M -$50.8K -2,000 -2%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$2.98M -$494K -19,431 -14%
PAMU
141
Pictet Asset Management (UK)
United Kingdom
$2.97M -$792K -31,184 -21%
VOYA Investment Management
142
VOYA Investment Management
Georgia
$2.93M -$46.3K -1,822 -2%
Toronto Dominion Bank
143
Toronto Dominion Bank
Ontario, Canada
$2.86M +$575K +22,640 +25%
RIM
144
Redpoint Investment Management
Australia
$2.75M +$1.5M +59,024 +120%
Aviva
145
Aviva
United Kingdom
$2.66M -$265K -10,421 -9%
HSA
146
Hussman Strategic Advisors
Maryland
$2.62M +$2.54M +100,000 +3,333%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$2.59M +$269K +10,599 +12%
EWM
148
Endurance Wealth Management
Rhode Island
$2.53M -$716K -28,175 -22%
PP
149
Paloma Partners
Connecticut
$2.53M +$969K +38,150 +62%
AOWM
150
Alpha Omega Wealth Management
Virginia
$2.53M +$225K +8,859 +10%
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