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H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$129M
2
Credit Agricole
Credit Agricole
France
$68.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$82.3M
5
Millennium Management
Millennium Management
New York
$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M
2
BlackRock
BlackRock
New York
$892M
3
TSW
Thompson Siegel & Walmsley
Virginia
$94.6M
4
Citadel Advisors
Citadel Advisors
Florida
$8.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capstone Investment Advisors
176
Capstone Investment Advisors
New York
$2.07M +$1.06M +34,194 +105%
Canada Pension Plan Investment Board
177
Canada Pension Plan Investment Board
Ontario, Canada
$2.07M -$827K -26,744 -29%
NIT
178
NumerixS Investment Technologies
British Columbia, Canada
$1.97M +$239K +7,729 +14%
GT
179
Glenmede Trust
Pennsylvania
$1.96M – – –
Comerica Bank
180
Comerica Bank
Texas
$1.95M -$21K -704 -1%
Two Sigma Advisers
181
Two Sigma Advisers
New York
$1.9M +$554K +17,911 +41%
CB
182
Commerce Bank
Missouri
$1.88M -$45.4K -1,469 -2%
KWILP
183
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.84M -$772K -24,978 -30%
AAF
184
Andra AP-fonden
Sweden
$1.83M +$491K +15,900 +37%
RHAM
185
Round Hill Asset Management
California
$1.8M -$77.3K -2,500 -4%
TPSF
186
Texas Permanent School Fund
Texas
$1.8M -$71.4K -2,309 -4%
AIMCA
187
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.69M +$272K +8,800 +19%
FAF
188
Fjarde Ap-fonden
Sweden
$1.65M +$149K +4,836 +10%
DA
189
Denali Advisors
California
$1.59M +$1.59M +51,500 New
TAF
190
Tredje AP-fonden
Sweden
$1.58M +$942K +30,250 +148%
ETM
191
Euclidean Technologies Management
Washington
$1.57M +$98.9K +3,200 +7%
TI
192
Trexquant Investment
Connecticut
$1.52M +$1.24M +40,123 +449%
Nuveen Asset Management
193
Nuveen Asset Management
Illinois
$1.5M +$1.17M +37,698 +347%
EVM
194
Eaton Vance Management
Massachusetts
$1.47M – – –
NMIMC
195
Northwestern Mutual Investment Management Company
Wisconsin
$1.47M +$175K +5,673 +14%
SDJVC
196
St. Denis J. Villere & Co
Louisiana
$1.45M -$5.64M -182,450 -80%
ACM
197
Argyle Capital Management
Pennsylvania
$1.42M – – –
MAM
198
Meeder Asset Management
Ohio
$1.35M +$33.3K +1,078 +3%
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$1.32M -$1.98K -64 -0.2%
M&T Bank
200
M&T Bank
New York
$1.31M -$530K -17,156 -29%
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