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H&R Block
HRB

Overview Fund Activity

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$32.1M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$30.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$65.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$54.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$27.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
151
Corient Capital Partners
California
$2.51M -$110K -4,320 -4%
CC
152
Cognios Capital
Kansas
$2.45M +$269K +10,586 +12%
EF
153
Empirical Finance
Pennsylvania
$2.37M +$397K +16,599 +20%
MWNA
154
Marshall Wace North America
New York
$2.34M +$2.34M +92,100 New
EVM
155
Eaton Vance Management
Massachusetts
$2.3M +$1.14M +44,815 +98%
PIA
156
Piedmont Investment Advisors
North Carolina
$2.3M +$28.2K +1,108 +1%
AG
157
Aperio Group
California
$2.28M -$43.5K -1,712 -2%
USAA
158
United Services Automobile Association
Texas
$2.26M +$44K +1,730 +2%
ED
159
Exane Derivatives
France
$2.24M +$1.51M +60,122 +206%
Bessemer Group
160
Bessemer Group
New Jersey
$2.22M -$144K -5,664 -6%
GT
161
Glenmede Trust
Pennsylvania
$2.2M – – –
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.15M -$36.2K -1,423 -2%
KL
163
KWMG LLC
Kansas
$2.15M +$114K +4,473 +6%
LTI
164
Laffer Tengler Investments
Tennessee
$2.14M +$440K +17,314 +26%
JIR
165
James Investment Research
Ohio
$2.08M +$2.08M +81,915 New
Assenagon Asset Management
166
Assenagon Asset Management
Luxembourg
$2.08M -$2.07M -81,673 -50%
LIM
167
Loudon Investment Management
New Hampshire
$2.07M -$10.8K -425 -0.5%
D.E. Shaw & Co
168
D.E. Shaw & Co
New York
$2.04M -$5.39M -212,261 -73%
CA
169
Commerzbank Aktiengesellschaft
Germany
$2.02M +$819K +32,216 +68%
AIMCA
170
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.96M +$615K +24,200 +46%
FDCDDQ
171
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.95M -$183K -7,208 -9%
HIMCH
172
Hartford Investment Management Co (HIMCO)
Connecticut
$1.95M -$223K -8,790 -10%
CPO
173
Cerity Partners OCIO
New York
$1.89M +$882K +34,719 +87%
SFI
174
Susquehanna Fundamental Investments
Pennsylvania
$1.88M +$1.88M +74,100 New
Acadian Asset Management
175
Acadian Asset Management
Massachusetts
$1.87M -$1.19M -46,902 -39%
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