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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
58
Increased
135
Reduced
138
Closed
54
Calls
$56.2M
Puts
$24.5M
Net Calls
+$31.7M
Net Calls Change
+$1.49M

Top Buyers

1
Credit Agricole
Credit Agricole
France
$37M
2
JAM
Jupiter Asset Management
United Kingdom
$58.7M
3
WI
WBI Investments
New Jersey
$28.6M
4
TAM
Tocqueville Asset Management
New York
$36.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
$49.4M

Top Sellers

1
Millennium Management
Millennium Management
New York
$3.78M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$365M
3
WG
Winton Group
United Kingdom
$1.23M
4
HCM
Highbridge Capital Management
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSU
151
Mizuho Securities USA
New York
$1.65M +$1.65M +71,300 New
CB
152
Commerce Bank
Missouri
$1.61M -$26.6K -1,150 -2%
TPSF
153
Texas Permanent School Fund
Texas
$1.56M -$123K -5,333 -7%
SAM
154
Shell Asset Management
Netherlands
$1.56M +$1.56M +67,164 New
BSPF
155
British Steel Pension Fund
United Kingdom
$1.55M +$1.55M +67,140 New
WBC
156
Westpac Banking Corp
Australia
$1.53M +$1.26M +66,814 +466%
AP
157
AHL Partners
United Kingdom
$1.52M +$581K +25,096 +62%
Canada Pension Plan Investment Board
158
Canada Pension Plan Investment Board
Ontario, Canada
$1.52M -$11.6M -500,626 -88%
OPERF
159
Oregon Public Employees Retirement Fund
Oregon
$1.49M +$492K +21,237 +49%
M&T Bank
160
M&T Bank
New York
$1.44M +$309K +13,350 +27%
SC
161
Scotia Capital
Ontario, Canada
$1.34M +$7.85K +339 +0.6%
JPMPWA
162
J.P. Morgan Private Wealth Advisors
California
$1.34M -$72.7K -3,139 -5%
EVM
163
Eaton Vance Management
Massachusetts
$1.34M -$438K -18,905 -25%
FAF
164
Fjarde Ap-fonden
Sweden
$1.33M -$34.7K -1,500 -3%
EIM
165
ExxonMobil Investment Management
Texas
$1.3M -$49.7K -2,146 -4%
HIMCH
166
Hartford Investment Management Co (HIMCO)
Connecticut
$1.29M +$44.9K +1,940 +4%
ICM
167
IMS Capital Management
Oregon
$1.24M +$19.5K +840 +2%
WG
168
Winton Group
United Kingdom
$1.23M -$27.3M -1,179,393 -96%
SG Americas Securities
169
SG Americas Securities
New York
$1.22M +$1.22M +52,615 New
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$1.21M +$374K +16,142 +45%
CD
171
Carl Domino
Florida
$1.2M +$273K +12,045 +29%
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$1.17M +$695 +30 +0.1%
JPMorgan Chase & Co
173
JPMorgan Chase & Co
New York
$1.15M -$8.9M -384,922 -89%
Public Sector Pension Investment Board (PSP Investments)
174
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.14M +$155K +6,700 +16%
GT
175
Glenmede Trust
Pennsylvania
$1.11M +$91.5K +3,956 +9%
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