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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$392M
2
Millennium Management
2
Millennium Management
New York
$57.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$76.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.6M
5
T
5
TOBAM
France
$43.7M

Top Sellers

1
First Manhattan
1
First Manhattan
New York
$38.2M
2
SCM
2
Smead Capital Management
Arizona
$578K
3
WHG
3
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$66K
5
Boston Partners
5
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
151
Alethea Capital Management
Washington
$1.73M +$91.2K +3,966 +6%
BT
152
Beacon Trust
New Jersey
$1.73M -$290K -12,623 -14%
FA
153
FDx Advisors
Illinois
$1.72M +$162K +7,065 +10%
AOWM
154
Alpha Omega Wealth Management
Virginia
$1.7M +$35.4K +1,538 +2%
TPSF
155
Texas Permanent School Fund
Texas
$1.68M -$197K -8,566 -11%
GIBU
156
Gulf International Bank (UK)
United Kingdom
$1.67M – – –
SOADOR
157
State of Alaska Department of Revenue
Alaska
$1.66M +$1.66M +72,271 New
NB
158
Norinchukin Bank
Japan
$1.65M +$429K +18,658 +35%
CSS
159
Cubist Systematic Strategies
Connecticut
$1.65M +$115K +4,991 +7%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$1.64M +$83.4K +3,625 +5%
CB
161
Commerce Bank
Missouri
$1.62M +$3.15K +137 +0.2%
AG
162
Aperio Group
California
$1.59M +$195K +8,470 +14%
Two Sigma Advisers
163
Two Sigma Advisers
New York
$1.58M +$1.58M +68,891 New
AL
164
Airain Ltd
Guernsey
$1.57M +$1.57M +68,340 New
Credit Agricole
165
Credit Agricole
France
$1.56M -$5.75M -249,873 -79%
SIA
166
Sit Investment Associates
Minnesota
$1.56M -$24.8M -1,080,320 -94%
AAF
167
Andra AP-fonden
Sweden
$1.56M +$547K +23,800 +54%
HHC
168
Hutchin Hill Capital
New York
$1.47M +$1.47M +63,700 New
SCM
169
Stevens Capital Management
Pennsylvania
$1.46M +$758K +32,979 +108%
JPMPWA
170
J.P. Morgan Private Wealth Advisors
California
$1.41M +$1.13M +49,133 +412%
FAF
171
Fjarde Ap-fonden
Sweden
$1.36M +$122K +5,311 +10%
EIM
172
ExxonMobil Investment Management
Texas
$1.34M +$14.7K +640 +1%
SC
173
Scotia Capital
Ontario, Canada
$1.33M +$1.33M +57,671 New
RCM
174
Riverhead Capital Management
Delaware
$1.33M -$2.96M -128,582 -69%
QC
175
Quadrature Capital
United Kingdom
$1.31M +$1.02M +44,320 +356%
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