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H&R Block
HRB

Overview Fund Activity

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
69
Increased
146
Reduced
127
Closed
52
Calls
$62.3M
Puts
$48.1M
Net Calls
+$14.2M
Net Calls Change
-$58.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$762M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$47.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$59.8M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$126M
5
Norges Bank
5
Norges Bank
Norway
$80.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36.8M
2
LCOV
2
London Company of Virginia
Virginia
$503K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58.1M
4
Credit Agricole
4
Credit Agricole
France
$712K
5
TAM
5
Tocqueville Asset Management
New York
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTI
151
Laffer Tengler Investments
Tennessee
$1.67M – – –
USAA
152
United Services Automobile Association
Texas
$1.65M -$116K -4,973 -7%
AG
153
Aperio Group
California
$1.65M +$78.9K +3,393 +5%
KL
154
KWMG LLC
Kansas
$1.63M +$1.63M +70,255 New
Comerica Bank
155
Comerica Bank
Texas
$1.61M -$15.4K -636 -1%
CG
156
Clinton Group
New York
$1.59M +$1.59M +68,300 New
SOMRS
157
State of Michigan Retirement System
Michigan
$1.58M +$4.65K +200 +0.3%
DZ Bank
158
DZ Bank
Germany
$1.56M +$360K +15,506 +30%
ECM
159
Element Capital Management
New York
$1.55M +$1.55M +66,611 New
Parallax Volatility Advisers
160
Parallax Volatility Advisers
California
$1.54M +$184K +7,898 +13%
BCM
161
Bayesian Capital Management
New York
$1.53M +$1.53M +66,000 New
JG
162
Jefferies Group
New York
$1.5M +$1.5M +64,510 New
HHC
163
Hutchin Hill Capital
New York
$1.47M +$1.47M +63,200 New
CB
164
Commerce Bank
Missouri
$1.45M -$75.8K -3,261 -5%
B
165
Barings
North Carolina
$1.43M +$714K +30,705 +100%
RHAM
166
Round Hill Asset Management
California
$1.41M – – –
TPSF
167
Texas Permanent School Fund
Texas
$1.41M -$35.5K -1,528 -2%
M&T Bank
168
M&T Bank
New York
$1.39M -$40.6K -1,745 -3%
BCIM
169
British Columbia Investment Management
British Columbia, Canada
$1.37M -$3.52M -151,343 -72%
Balyasny Asset Management
170
Balyasny Asset Management
Illinois
$1.37M +$1.37M +58,800 New
Toronto Dominion Bank
171
Toronto Dominion Bank
Ontario, Canada
$1.3M +$469K +20,187 +56%
NIT
172
NumerixS Investment Technologies
British Columbia, Canada
$1.3M +$1.06M +45,482 +437%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$1.2M -$1.84M -79,041 -60%
ASRS
174
Arizona State Retirement System
Arizona
$1.19M -$67.4K -2,900 -5%
PP
175
Paloma Partners
Connecticut
$1.15M +$434K +18,649 +60%
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7
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