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H&R Block
HRB

Overview Fund Activity

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$672M
2
APG Asset Management
APG Asset Management
Netherlands
$108M
3
PAM
Panagora Asset Management
Massachusetts
$62.6M
4
American Century Companies
American Century Companies
Missouri
$61.3M
5
Wells Fargo
Wells Fargo
California
$36.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$28.4M
2
Millennium Management
Millennium Management
New York
$8.75M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$54.4M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
WI
WBI Investments
New Jersey
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
151
Elkfork Partners
Oregon
$2.27M +$1.67M +62,900 +274%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.27M -$75.4K -2,845 -3%
USAA
153
United Services Automobile Association
Texas
$2.22M -$13.4K -506 -0.6%
B
154
Barings
North Carolina
$2.22M -$1.24M -46,700 -36%
EF
155
Empirical Finance
Pennsylvania
$2.22M -$37.7K -1,423 -2%
GT
156
Glenmede Trust
Pennsylvania
$2.22M -$13.2K -500 -0.6%
HIMCH
157
Hartford Investment Management Co (HIMCO)
Connecticut
$2.18M +$28.9K +1,093 +1%
LIM
158
Loudon Investment Management
New Hampshire
$2.18M -$598K -22,570 -22%
Russell Investments Group
159
Russell Investments Group
United Kingdom
$2.18M -$533K -20,123 -20%
CWM
160
CIBC World Markets
New York
$2.13M +$1.36M +51,233 +175%
Toronto Dominion Bank
161
Toronto Dominion Bank
Ontario, Canada
$2.1M +$239K +9,043 +13%
CCP
162
Corient Capital Partners
California
$2.07M -$630K -23,781 -23%
ETM
163
Euclidean Technologies Management
Washington
$2.07M +$725K +27,389 +54%
EGM
164
Engineers Gate Manager
New York
$2.03M +$2.03M +76,576 New
KL
165
KWMG LLC
Kansas
$2.01M +$46.8K +1,766 +2%
NB
166
Norinchukin Bank
Japan
$1.97M -$280K -10,581 -12%
AIMCA
167
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.97M +$524K +19,800 +36%
CC
168
Cognios Capital
Kansas
$1.95M -$374K -14,122 -16%
GIBU
169
Gulf International Bank (UK)
United Kingdom
$1.92M -$17.2K -650 -0.9%
Bessemer Group
170
Bessemer Group
New Jersey
$1.9M +$1.9M +71,601 New
MAM
171
Meeder Asset Management
Ohio
$1.89M +$732K +27,613 +63%
NAM
172
NorthCoast Asset Management
Connecticut
$1.88M +$1.88M +70,833 New
GHCM
173
Glen Harbor Capital Management
California
$1.87M +$1.37M +51,800 +274%
TCMG
174
TSP Capital Management Group
New Jersey
$1.86M +$1.86M +70,236 New
SG Americas Securities
175
SG Americas Securities
New York
$1.84M -$928K -35,033 -33%
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