HRB icon

H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$129M
2
Credit Agricole
Credit Agricole
France
$68.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$82.3M
5
Millennium Management
Millennium Management
New York
$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M
2
BlackRock
BlackRock
New York
$892M
3
TSW
Thompson Siegel & Walmsley
Virginia
$94.6M
4
Citadel Advisors
Citadel Advisors
Florida
$8.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.74M -$171K -5,536 -6%
CC
152
Cognios Capital
Kansas
$2.72M +$2.72M +87,939 New
SCA
153
Secor Capital Advisors
New York
$2.71M +$2.71M +87,627 New
Franklin Resources
154
Franklin Resources
California
$2.71M +$2.43M +78,710 +886%
PIA
155
Piedmont Investment Advisors
North Carolina
$2.71M +$2.71M +87,557 New
SCM
156
Stevens Capital Management
Pennsylvania
$2.7M +$2.7M +87,234 New
EF
157
Empirical Finance
Pennsylvania
$2.64M -$35.6K -1,152 -1%
NB
158
Norinchukin Bank
Japan
$2.62M +$58.7K +1,898 +2%
USAA
159
United Services Automobile Association
Texas
$2.61M +$414K +13,388 +19%
TCMG
160
TSP Capital Management Group
New Jersey
$2.6M -$2.03M – –
EMG
161
Ellington Management Group
Connecticut
$2.58M +$2.58M +83,500 New
HW
162
Hancock Whitney
Mississippi
$2.56M +$2.56M +82,971 New
NFA
163
Nuveen Fund Advisors
Illinois
$2.54M +$175K +5,649 +7%
HIMCH
164
Hartford Investment Management Co (HIMCO)
Connecticut
$2.51M +$986K +31,910 +65%
ED
165
Exane Derivatives
France
$2.48M +$2.48M +80,323 New
State of Tennessee, Department of Treasury
166
State of Tennessee, Department of Treasury
Tennessee
$2.45M -$1.19M -38,551 -33%
AG
167
Aperio Group
California
$2.31M +$116K +3,763 +5%
KL
168
KWMG LLC
Kansas
$2.3M +$125K +4,050 +6%
GIBU
169
Gulf International Bank (UK)
United Kingdom
$2.26M – – –
NIPH
170
NN Investment Partners Holdings
Netherlands
$2.26M +$1.23M +39,755 +120%
SAM
171
Shell Asset Management
Netherlands
$2.23M – – –
LTI
172
Laffer Tengler Investments
Tennessee
$2.22M – – –
Toronto Dominion Bank
173
Toronto Dominion Bank
Ontario, Canada
$2.17M +$437K +14,154 +25%
SOMRS
174
State of Michigan Retirement System
Michigan
$2.1M – – –
ASRS
175
Arizona State Retirement System
Arizona
$2.09M +$504K +16,300 +32%
5 6
7
8 9