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H&R Block
HRB

Overview Fund Activity

407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
134
Reduced
148
Closed
50
Calls
$88.4M
Puts
$16M
Net Calls
+$72.4M
Net Calls Change
+$40.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$167M
2
Goldman Sachs
2
Goldman Sachs
New York
$80.5M
3
BG
3
BlackRock Group
United Kingdom
$173M
4
BA
4
BlackRock Advisors
Delaware
$123M
5
FCH
5
Freestone Capital Holdings
Washington
$19.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$157M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$215M
4
CGI
4
CI Global Investments
California
$0
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EIM
176
ExxonMobil Investment Management
Texas
$1.1M 47,941 -8,001 -14%
ACM
177
Alethea Capital Management
Washington
$1.1M 47,942 +47,942 New
GT
178
Glenmede Trust
Pennsylvania
$1.07M 46,745 -1,238 -3%
ACM
179
Argyle Capital Management
Pennsylvania
$1.06M 45,950 – –
FWM
180
Frontier Wealth Management
Missouri
$1.05M 45,669 +14,121 +45%
EF
181
Empirical Finance
Pennsylvania
$1.05M 45,522 +45,522 New
AL
182
Airain Ltd
Guernsey
$1.04M 45,133 +45,133 New
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$1.02M 44,188 -6,206 -12%
MM
184
Midas Management
New York
$1.01M 43,900 – –
AAF
185
Andra AP-fonden
Sweden
$998K 43,400 +2,400 +6%
US Bancorp
186
US Bancorp
Minnesota
$969K 42,139 -62,211 -60%
Nomura Holdings
187
Nomura Holdings
Japan
$962K 41,764 -64,332 -61%
BC
188
Brinker Capital
Pennsylvania
$956K 41,204 +16,019 +64%
JFGIW
189
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$952K 41,432 -753 -2%
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$929K 40,411 -11,726 -22%
LSV Asset Management
191
LSV Asset Management
Illinois
$905K 39,400 +18,500 +89%
AAM
192
Aberdeen Asset Management
United Kingdom
$884K 38,420 -427 -1%
BTS
193
BB&T Securities
Virginia
$876K 37,911 +2,550 +7%
SCM
194
Southport Capital Management
Tennessee
$875K 38,060 +3,710 +11%
URS
195
Utah Retirement Systems
Utah
$870K 37,839 -3,100 -8%
MAM
196
Meeder Asset Management
Ohio
$856K 37,275 +30,368 +440%
CCMH
197
Cornerstone Capital Management Holdings
New York
$832K 36,255 -5,967 -14%
Toronto Dominion Bank
198
Toronto Dominion Bank
Ontario, Canada
$824K 35,838 +29,392 +456%
Canada Pension Plan Investment Board
199
Canada Pension Plan Investment Board
Ontario, Canada
$801K 34,827 -30,747 -47%
Mitsubishi UFJ Asset Management
200
Mitsubishi UFJ Asset Management
Japan
$793K 34,600 -201 -0.6%
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