HRB icon

H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
58
Increased
135
Reduced
138
Closed
54
Calls
$56.2M
Puts
$24.5M
Net Calls
+$31.7M
Net Calls Change
+$1.49M

Top Buyers

1
Credit Agricole
Credit Agricole
France
$37M
2
JAM
Jupiter Asset Management
United Kingdom
$58.7M
3
WI
WBI Investments
New Jersey
$28.6M
4
TAM
Tocqueville Asset Management
New York
$36.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
$49.4M

Top Sellers

1
Millennium Management
Millennium Management
New York
$3.78M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$365M
3
WG
Winton Group
United Kingdom
$1.23M
4
HCM
Highbridge Capital Management
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
176
State of Alaska Department of Revenue
Alaska
$1.09M -$579K -25,006 -35%
BIM
177
Bogle Investment Management
Massachusetts
$1.07M -$11.4M -491,332 -91%
ACM
178
Argyle Capital Management
Pennsylvania
$1.06M – – –
MM
179
Midas Management
New York
$1.02M – – –
PG
180
PEAK6 Group
Illinois
$1.01M +$966K +41,720 +2,175%
Skandinaviska Enskilda Banken (SEB)
181
Skandinaviska Enskilda Banken (SEB)
Sweden
$983K – – –
CCMH
182
Cornerstone Capital Management Holdings
New York
$977K -$141K -6,078 -13%
JFGIW
183
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$976K +$995 +43 +0.1%
LTI
184
Laffer Tengler Investments
Tennessee
$965K – – –
AAF
185
Andra AP-fonden
Sweden
$949K -$618K -26,700 -39%
URS
186
Utah Retirement Systems
Utah
$948K – – –
ProShare Advisors
187
ProShare Advisors
Maryland
$928K -$61.9K -2,674 -6%
OTPPB
188
Ontario Teachers' Pension Plan Board
Ontario, Canada
$902K +$37.9K +1,635 +4%
AAM
189
Aberdeen Asset Management
United Kingdom
$899K -$30.6K -1,321 -3%
BTS
190
BB&T Securities
Virginia
$819K +$193K +8,347 +31%
Mitsubishi UFJ Asset Management
191
Mitsubishi UFJ Asset Management
Japan
$806K -$5.61K -242 -0.7%
AG
192
Advisor Group
Arizona
$796K +$66.6K +2,880 +9%
SCM
193
Southport Capital Management
Tennessee
$795K +$215K +9,310 +37%
CL
194
CSS LLC
Illinois
$784K +$200K +8,646 +34%
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$775K -$310K -13,382 -29%
CIBC Asset Management
196
CIBC Asset Management
Ontario, Canada
$760K -$75.9K -3,278 -9%
Lazard Asset Management
197
Lazard Asset Management
New York
$754K +$255K +11,039 +51%
PAM
198
Premier Asset Management
Illinois
$743K +$743K +32,100 New
ANRIA
199
American National Registered Investment Advisor
Texas
$736K -$6.94K -300 -0.9%
FWM
200
Frontier Wealth Management
Missouri
$730K +$244K +10,565 +50%
6 7
8
9 10