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H&R Block
HRB

Overview Fund Activity

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
69
Increased
146
Reduced
127
Closed
52
Calls
$62.3M
Puts
$48.1M
Net Calls
+$14.2M
Net Calls Change
-$58.3M

Top Buyers

1
BlackRock
BlackRock
New York
$762M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$47.6M
3
Citadel Advisors
Citadel Advisors
Florida
$59.8M
4
TSW
Thompson Siegel & Walmsley
Virginia
$126M
5
Norges Bank
Norges Bank
Norway
$80.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$36.8M
2
LCOV
London Company of Virginia
Virginia
$503K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$58.1M
4
Credit Agricole
Credit Agricole
France
$712K
5
TAM
Tocqueville Asset Management
New York
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIMCH
176
Hartford Investment Management Co (HIMCO)
Connecticut
$1.15M -$141K -6,066 -11%
CG
177
Cutler Group
California
$1.14M +$992K +42,701 +671%
FAF
178
Fjarde Ap-fonden
Sweden
$1.13M -$54.5K -2,343 -5%
ProShare Advisors
179
ProShare Advisors
Maryland
$1.12M -$98.5K -4,237 -8%
SG Americas Securities
180
SG Americas Securities
New York
$1.11M +$326K +14,005 +42%
AIM
181
Achmea Investment Management
Netherlands
$1.11M +$1.11M +47,561 New
EVM
182
Eaton Vance Management
Massachusetts
$1.11M -$23.3K -1,000 -2%
ETM
183
Euclidean Technologies Management
Washington
$1.1M +$1.1M +47,500 New
Public Sector Pension Investment Board (PSP Investments)
184
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.08M -$67.4K -2,900 -6%
EIM
185
ExxonMobil Investment Management
Texas
$1.07M -$45.3K -1,948 -4%
ACM
186
Argyle Capital Management
Pennsylvania
$1.07M – – –
AIMCA
187
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.06M +$1.06M +45,700 New
MM
188
Midas Management
New York
$1.02M – – –
Two Sigma Advisers
189
Two Sigma Advisers
New York
$1.02M +$1.02M +43,681 New
CSS
190
Cubist Systematic Strategies
Connecticut
$994K +$800K +34,407 +413%
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$992K -$35.6K -1,530 -3%
MAM
192
Meeder Asset Management
Ohio
$992K +$125K +5,362 +14%
Bank of Nova Scotia
193
Bank of Nova Scotia
Ontario, Canada
$991K +$991K +42,639 New
NMIMC
194
Northwestern Mutual Investment Management Company
Wisconsin
$973K +$419K +18,050 +76%
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$940K – – –
AAM
196
Aberdeen Asset Management
United Kingdom
$940K +$46.3K +1,991 +5%
Russell Investments Group
197
Russell Investments Group
United Kingdom
$925K -$603K -25,875 -39%
US Bancorp
198
US Bancorp
Minnesota
$925K -$55.1K -2,369 -6%
JPMPWA
199
J.P. Morgan Private Wealth Advisors
California
$908K -$433K -18,608 -32%
FWM
200
Frontier Wealth Management
Missouri
$900K -$161K -6,940 -15%
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