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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
10.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
77
Increased
156
Reduced
141
Closed
49
Calls
$43.4M
Puts
$112M
Net Calls
-$68.4M
Net Calls Change
-$29.1M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$106M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$120M
3
Vanguard Group
Vanguard Group
Pennsylvania
$704M
4
Allianz Asset Management
Allianz Asset Management
Germany
$26.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$49M

Top Sellers

1
Credit Agricole
Credit Agricole
France
$0
2
BlackRock
BlackRock
New York
$723M
3
Renaissance Technologies
Renaissance Technologies
New York
$5.61M
4
Deutsche Bank
Deutsche Bank
Germany
$42.9M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
151
Piedmont Investment Advisors
North Carolina
$2.34M -$708 -27 -0%
USAA
152
United Services Automobile Association
Texas
$2.28M +$79.9K +3,047 +4%
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.26M +$5.25K +200 +0.2%
CC
154
Cognios Capital
Kansas
$2.25M +$319K +12,190 +17%
HIMCH
155
Hartford Investment Management Co (HIMCO)
Connecticut
$2.24M +$84.1K +3,209 +4%
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.2M -$128K -4,895 -6%
GT
157
Glenmede Trust
Pennsylvania
$2.2M – – –
EF
158
Empirical Finance
Pennsylvania
$2.16M -$35.8K -1,366 -2%
LIM
159
Loudon Investment Management
New Hampshire
$2.15M -$5.24K -200 -0.2%
Russell Investments Group
160
Russell Investments Group
United Kingdom
$2.14M -$35.4K -1,337 -2%
EF
161
Empowered Funds
Pennsylvania
$2.1M +$303K +11,550 +17%
KL
162
KWMG LLC
Kansas
$2.1M +$106K +4,027 +5%
EP
163
Elkfork Partners
Oregon
$2.07M -$184K -7,004 -8%
ETM
164
Euclidean Technologies Management
Washington
$2.05M – – –
Point72 Asset Management
165
Point72 Asset Management
Connecticut
$2.04M +$2.04M +77,702 New
Squarepoint
166
Squarepoint
New York
$1.91M -$14.8M -565,304 -89%
GIBU
167
Gulf International Bank (UK)
United Kingdom
$1.9M – – –
Comerica Bank
168
Comerica Bank
Texas
$1.89M +$53.3K +1,961 +3%
SAM
169
Shell Asset Management
Netherlands
$1.82M – – –
Two Sigma Investments
170
Two Sigma Investments
New York
$1.81M +$1.81M +68,995 New
Balyasny Asset Management
171
Balyasny Asset Management
Illinois
$1.78M +$116K +4,425 +7%
NAM
172
NorthCoast Asset Management
Connecticut
$1.76M -$99.5K -3,793 -5%
LTI
173
Laffer Tengler Investments
Tennessee
$1.75M – – –
BCM
174
Bayesian Capital Management
New York
$1.71M +$1.71M +65,300 New
GHCM
175
Glen Harbor Capital Management
California
$1.7M -$151K -5,768 -8%
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