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H&R Block
HRB

Overview Fund Activity

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$672M
2
APG Asset Management
APG Asset Management
Netherlands
$108M
3
PAM
Panagora Asset Management
Massachusetts
$62.6M
4
American Century Companies
American Century Companies
Missouri
$61.3M
5
Wells Fargo
Wells Fargo
California
$36.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$28.4M
2
Millennium Management
Millennium Management
New York
$8.75M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$54.4M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
WI
WBI Investments
New Jersey
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Shell Asset Management
Netherlands
$1.83M -$72.3K -2,730 -4%
EF
177
Empowered Funds
Pennsylvania
$1.82M +$1.82M +68,662 New
NFA
178
Nuveen Fund Advisors
Illinois
$1.8M -$373K -14,084 -17%
LTI
179
Laffer Tengler Investments
Tennessee
$1.77M -$131K -4,930 -7%
AIG
180
American International Group
New York
$1.76M +$1.76M +66,331 New
Comerica Bank
181
Comerica Bank
Texas
$1.71M +$50.9K +2,013 +3%
RCM
182
Riverhead Capital Management
Delaware
$1.68M +$1.23M +46,350 +269%
SOMRS
183
State of Michigan Retirement System
Michigan
$1.68M -$122K -4,600 -7%
Balyasny Asset Management
184
Balyasny Asset Management
Illinois
$1.68M +$588K +22,193 +54%
AIM
185
Achmea Investment Management
Netherlands
$1.66M +$1.16M +43,713 +229%
JIR
186
James Investment Research
Ohio
$1.6M +$1.6M +60,420 New
PP
187
Paloma Partners
Connecticut
$1.55M +$1.14M +42,952 +279%
RHAM
188
Round Hill Asset Management
California
$1.54M – – –
TPSF
189
Texas Permanent School Fund
Texas
$1.53M -$7.2K -272 -0.5%
State of Tennessee, Department of Treasury
190
State of Tennessee, Department of Treasury
Tennessee
$1.51M -$591K -22,319 -28%
CIP
191
Convergence Investment Partners
Florida
$1.48M +$1.48M +56,031 New
MCIM
192
Meadow Creek Investment Management
Georgia
$1.47M +$1.08M +40,700 +274%
ProShare Advisors
193
ProShare Advisors
Maryland
$1.47M +$441K +16,651 +43%
ZIG
194
Zurich Insurance Group
Switzerland
$1.46M +$1.46M +55,023 New
HSA
195
Hussman Strategic Advisors
Maryland
$1.4M +$1.4M +53,000 New
ASRS
196
Arizona State Retirement System
Arizona
$1.37M -$418K -15,800 -23%
FAF
197
Fjarde Ap-fonden
Sweden
$1.36M -$47.4K -1,790 -3%
GCP
198
GSA Capital Partners
United Kingdom
$1.3M +$1.05M +39,572 +420%
CB
199
Commerce Bank
Missouri
$1.28M -$323K -12,200 -20%
ARTA
200
A.R.T. Advisors
New York
$1.28M +$1.28M +48,196 New
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