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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$97M
2
Goldman Sachs
Goldman Sachs
New York
$108M
3
Artisan Partners
Artisan Partners
Wisconsin
$119M
4
Morgan Stanley
Morgan Stanley
New York
$50.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$97M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142M
2
Millennium Management
Millennium Management
New York
$25.8M
3
BlackRock
BlackRock
New York
$614M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.89M
5
PAM
Panagora Asset Management
Massachusetts
$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
126
Auxier Asset Management
Oregon
$3.19M -$26.4K -1,025 -0.8%
SWMG
127
Signature Wealth Management Group
Georgia
$3.12M +$3.12M +121,403 New
EF
128
Empowered Funds
Pennsylvania
$3.12M +$3.12M +119,980 New
LSV Asset Management
129
LSV Asset Management
Illinois
$3.11M – – –
Two Sigma Investments
130
Two Sigma Investments
New York
$3.09M +$3.09M +119,910 New
ED
131
Exane Derivatives
France
$3.05M +$3.05M +118,470 +1,974,500%
AA
132
ALPS Advisors
Colorado
$3.03M +$2.15M +83,507 +244%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$3.01M -$88.3K -3,429 -3%
EF
134
Empirical Finance
Pennsylvania
$2.85M +$513K +19,912 +22%
CPO
135
Cerity Partners OCIO
New York
$2.82M +$802K +31,152 +40%
Acadian Asset Management
136
Acadian Asset Management
Massachusetts
$2.78M -$2.18M -84,633 -44%
SIM
137
Spark Investment Management
New York
$2.76M +$1.51M +58,700 +121%
AOWM
138
Alpha Omega Wealth Management
Virginia
$2.71M +$61.1K +2,373 +2%
JFA
139
JNBA Financial Advisors
Minnesota
$2.71M +$2.7M +104,722 +17,454%
Bessemer Group
140
Bessemer Group
New Jersey
$2.63M -$294K -11,415 -10%
SAM
141
Shell Asset Management
Netherlands
$2.6M +$46.2K +1,793 +2%
Aviva
142
Aviva
United Kingdom
$2.56M -$108K -4,175 -4%
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$2.56M -$542K -21,048 -17%
CCP
144
Corient Capital Partners
California
$2.55M – – –
Assenagon Asset Management
145
Assenagon Asset Management
Luxembourg
$2.47M +$302K +11,738 +14%
ETM
146
Euclidean Technologies Management
Washington
$2.31M +$25.8K +1,000 +1%
OAC
147
OMERS Administration Corp
Ontario, Canada
$2.31M +$203K +7,900 +10%
SEI Investments
148
SEI Investments
Pennsylvania
$2.3M -$396K -15,469 -15%
JIR
149
James Investment Research
Ohio
$2.28M +$2.28M +88,455 New
Franklin Resources
150
Franklin Resources
California
$2.2M +$384K +14,900 +21%
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