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H&R Block
HRB

Overview Fund Activity

407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
134
Reduced
148
Closed
50
Calls
$88.4M
Puts
$16M
Net Calls
+$72.4M
Net Calls Change
+$40.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$167M
2
Goldman Sachs
2
Goldman Sachs
New York
$80.5M
3
BG
3
BlackRock Group
United Kingdom
$173M
4
BA
4
BlackRock Advisors
Delaware
$123M
5
FCH
5
Freestone Capital Holdings
Washington
$19.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$157M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$215M
4
CGI
4
CI Global Investments
California
$0
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
151
Laurion Capital Management
New York
$1.61M 69,800 +69,800 New
Comerica Bank
152
Comerica Bank
Texas
$1.59M 66,842 -152,291 -69%
SOMRS
153
State of Michigan Retirement System
Michigan
$1.56M 67,798 -8,624 -11%
AG
154
Aperio Group
California
$1.55M 67,454 -4,250 -6%
SAM
155
Shell Asset Management
Netherlands
$1.54M 66,994 -170 -0.3%
NIS
156
National Investment Services
Wisconsin
$1.53M 66,493 -17,692 -21%
Russell Investments Group
157
Russell Investments Group
United Kingdom
$1.52M 65,556 +65,556 New
CB
158
Commerce Bank
Missouri
$1.5M 65,412 -3,923 -6%
State of Tennessee, Department of Treasury
159
State of Tennessee, Department of Treasury
Tennessee
$1.49M 64,606 -32,670 -34%
NFA
160
Nuveen Fund Advisors
Illinois
$1.47M 64,031 +47,989 +299%
TPSF
161
Texas Permanent School Fund
Texas
$1.43M 62,045 -5,428 -8%
M&T Bank
162
M&T Bank
New York
$1.41M 61,379 -609 -1%
RHAM
163
Round Hill Asset Management
California
$1.4M 60,745 +60,745 New
Parallax Volatility Advisers
164
Parallax Volatility Advisers
California
$1.35M 58,505 +49,658 +561%
JPMPWA
165
J.P. Morgan Private Wealth Advisors
California
$1.33M 57,666 -266 -0.5%
FCM
166
Flinton Capital Management
Pennsylvania
$1.3M 56,384 +56,384 New
HIMCH
167
Hartford Investment Management Co (HIMCO)
Connecticut
$1.27M 55,436 -419 -0.8%
ASRS
168
Arizona State Retirement System
Arizona
$1.25M 54,182 -17,226 -24%
PG
169
PEAK6 Group
Illinois
$1.23M 53,297 +9,659 +22%
ProShare Advisors
170
ProShare Advisors
Maryland
$1.2M 52,196 +12,099 +30%
DZ Bank
171
DZ Bank
Germany
$1.18M 51,478 +51,478 New
FAF
172
Fjarde Ap-fonden
Sweden
$1.17M 50,757 -6,635 -12%
SOADOR
173
State of Alaska Department of Revenue
Alaska
$1.16M 50,252 +2,987 +6%
Public Sector Pension Investment Board (PSP Investments)
174
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.13M 49,252 – –
EVM
175
Eaton Vance Management
Massachusetts
$1.12M 48,524 -9,180 -16%
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