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H&R Block
HRB

Overview Fund Activity

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$32.1M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$30.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$65.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$54.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$27.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETM
176
Euclidean Technologies Management
Washington
$1.82M -$165K -6,500 -8%
GIBU
177
Gulf International Bank (UK)
United Kingdom
$1.81M -$33.5K -1,318 -2%
Comerica Bank
178
Comerica Bank
Texas
$1.81M -$22.8K -865 -1%
SAM
179
Shell Asset Management
Netherlands
$1.76M – – –
ProShare Advisors
180
ProShare Advisors
Maryland
$1.71M +$102K +4,022 +6%
FAF
181
Fjarde Ap-fonden
Sweden
$1.63M +$64.3K +2,532 +4%
RHAM
182
Round Hill Asset Management
California
$1.62M +$140K +5,524 +10%
MIM
183
MetLife Investment Management
New Jersey
$1.6M -$45K -1,770 -3%
EP
184
Elkfork Partners
Oregon
$1.58M -$421K -16,558 -21%
SOMRS
185
State of Michigan Retirement System
Michigan
$1.56M +$5.08K +200 +0.3%
KWILP
186
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.56M +$1.56M +61,234 New
NAM
187
NorthCoast Asset Management
Connecticut
$1.56M -$148K -5,832 -9%
B
188
Barings
North Carolina
$1.55M – – –
SEI Investments
189
SEI Investments
Pennsylvania
$1.53M -$4.64M -182,792 -75%
TCMG
190
TSP Capital Management Group
New Jersey
$1.49M -$150K -5,900 -9%
BCM
191
Bayesian Capital Management
New York
$1.48M -$180K -7,100 -11%
TPSF
192
Texas Permanent School Fund
Texas
$1.37M -$77.7K -3,055 -5%
BC
193
Brinker Capital
Pennsylvania
$1.33M +$511K +20,060 +62%
Franklin Resources
194
Franklin Resources
California
$1.32M +$115K +4,516 +9%
ASRS
195
Arizona State Retirement System
Arizona
$1.32M -$28K -1,100 -2%
GHCM
196
Glen Harbor Capital Management
California
$1.3M -$346K -13,636 -21%
State of Tennessee, Department of Treasury
197
State of Tennessee, Department of Treasury
Tennessee
$1.28M -$1.64M -64,550 -56%
CB
198
Commerce Bank
Missouri
$1.26M -$5.06M -199,292 -80%
VI
199
Versor Investments
New York
$1.25M +$88.9K +3,500 +8%
QAM
200
Quantres Asset Management
Cayman Islands
$1.25M +$1.25M +49,000 New
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