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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$97M
2
Goldman Sachs
Goldman Sachs
New York
$108M
3
Artisan Partners
Artisan Partners
Wisconsin
$119M
4
Morgan Stanley
Morgan Stanley
New York
$50.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$97M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142M
2
Millennium Management
Millennium Management
New York
$25.8M
3
BlackRock
BlackRock
New York
$614M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.89M
5
PAM
Panagora Asset Management
Massachusetts
$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWILP
151
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.18M +$753K +29,247 +53%
LTI
152
Laffer Tengler Investments
Tennessee
$2.17M – – –
DCM
153
Dupont Capital Management
Delaware
$2.1M -$584K -22,684 -22%
AG
154
Algert Global
California
$2.07M -$1.44M -56,050 -41%
Ohio Public Employees Retirement System (OPERS)
155
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.04M -$40.6K -1,577 -2%
EMG
156
Ellington Management Group
Connecticut
$2.03M +$610K +23,700 +43%
First Manhattan
157
First Manhattan
New York
$1.99M -$970K -37,700 -33%
CIP
158
Convergence Investment Partners
Florida
$1.93M +$1.37M +53,228 +246%
EWM
159
Endurance Wealth Management
Rhode Island
$1.89M -$399K -15,475 -17%
Skandinaviska Enskilda Banken (SEB)
160
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.89M -$37.1M -1,441,200 -95%
CSS
161
Cubist Systematic Strategies
Connecticut
$1.87M -$3.11M -120,712 -63%
AG
162
Aperio Group
California
$1.84M -$189K -7,329 -9%
GIBU
163
Gulf International Bank (UK)
United Kingdom
$1.83M – – –
CC
164
Cognios Capital
Kansas
$1.78M -$504K -19,573 -22%
CWM
165
CIBC World Markets
New York
$1.76M +$515K +19,982 +41%
ProShare Advisors
166
ProShare Advisors
Maryland
$1.72M +$103K +4,000 +6%
DekaBank Deutsche Girozentrale
167
DekaBank Deutsche Girozentrale
Germany
$1.72M -$67.3K -2,441 -4%
RHAM
168
Round Hill Asset Management
California
$1.7M +$4.51K +175 +0.3%
BC
169
Brinker Capital
Pennsylvania
$1.7M +$164K +6,371 +11%
RT
170
Rockland Trust
Massachusetts
$1.69M +$124K +4,822 +8%
BCIM
171
British Columbia Investment Management
British Columbia, Canada
$1.66M -$3.47M -134,810 -68%
A
172
AustralianSuper
Australia
$1.66M +$371K +14,400 +29%
ARTA
173
A.R.T. Advisors
New York
$1.65M +$1.65M +64,196 New
LIM
174
Loudon Investment Management
New Hampshire
$1.62M -$381K -14,800 -19%
SOMRS
175
State of Michigan Retirement System
Michigan
$1.58M -$18K -700 -1%
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