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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$392M
2
Millennium Management
2
Millennium Management
New York
$57.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$76.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.6M
5
T
5
TOBAM
France
$43.7M

Top Sellers

1
First Manhattan
1
First Manhattan
New York
$38.2M
2
SCM
2
Smead Capital Management
Arizona
$578K
3
WHG
3
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$66K
5
Boston Partners
5
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
176
FDO Partners
Massachusetts
$1.28M +$779K +33,874 +156%
Verition Fund Management
177
Verition Fund Management
Connecticut
$1.24M +$1.24M +54,025 New
HIMCH
178
Hartford Investment Management Co (HIMCO)
Connecticut
$1.24M -$101K -4,380 -8%
ICM
179
IMS Capital Management
Oregon
$1.21M +$1.21M +52,750 New
State of Tennessee, Department of Treasury
180
State of Tennessee, Department of Treasury
Tennessee
$1.21M -$2.15M -93,622 -64%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$1.16M -$84.5K -3,677 -7%
M&T Bank
182
M&T Bank
New York
$1.12M -$60.1K -2,612 -5%
CCMH
183
Cornerstone Capital Management Holdings
New York
$1.11M -$3.17M -137,929 -74%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$1.08M -$926K -40,261 -46%
ACM
185
Argyle Capital Management
Pennsylvania
$1.06M – – –
LOAMS
186
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.03M +$464K +20,156 +82%
GT
187
Glenmede Trust
Pennsylvania
$1.01M -$659K -28,699 -39%
MM
188
Midas Management
New York
$1.01M +$1.01M +43,900 New
LCM
189
Landscape Capital Management
New Jersey
$1M +$781K +33,955 +352%
SEC
190
Seven Eight Capital
New York
$1M +$840K +36,500 +517%
OPERF
191
Oregon Public Employees Retirement Fund
Oregon
$990K -$389K -16,900 -28%
ProShare Advisors
192
ProShare Advisors
Maryland
$984K -$19.8K -859 -2%
Public Sector Pension Investment Board (PSP Investments)
193
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$979K +$106K +4,600 +12%
Skandinaviska Enskilda Banken (SEB)
194
Skandinaviska Enskilda Banken (SEB)
Sweden
$977K – – –
JFGIW
195
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$970K +$86.4K +3,753 +10%
LTI
196
Laffer Tengler Investments
Tennessee
$959K -$199K -8,640 -17%
CD
197
Carl Domino
Florida
$946K -$21.4K -930 -2%
URS
198
Utah Retirement Systems
Utah
$942K -$32.2K -1,400 -3%
AP
199
AHL Partners
United Kingdom
$935K -$1.3M -56,488 -58%
AAM
200
Aberdeen Asset Management
United Kingdom
$924K -$123K -5,354 -12%
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