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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$97M
2
Goldman Sachs
Goldman Sachs
New York
$108M
3
Artisan Partners
Artisan Partners
Wisconsin
$119M
4
Morgan Stanley
Morgan Stanley
New York
$50.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$97M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142M
2
Millennium Management
Millennium Management
New York
$25.8M
3
BlackRock
BlackRock
New York
$614M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.89M
5
PAM
Panagora Asset Management
Massachusetts
$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAF
176
Fjarde Ap-fonden
Sweden
$1.56M -$46.4K -1,800 -3%
AIL
177
AGF Investments LLC
Ontario, Canada
$1.56M +$1.53M +59,540 +6,430%
MIM
178
MetLife Investment Management
New Jersey
$1.54M -$46.3K -1,798 -3%
NAM
179
NorthCoast Asset Management
Connecticut
$1.45M -$48.7K -1,891 -3%
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.43M -$558K -21,683 -28%
RIM
181
Redpoint Investment Management
Australia
$1.38M – – –
SOADOR
182
State of Alaska Department of Revenue
Alaska
$1.36M +$73.6K +2,861 +6%
TCMG
183
TSP Capital Management Group
New Jersey
$1.33M -$1.24M -54,550 Closed
Holocene Advisors
184
Holocene Advisors
New York
$1.31M +$718K +27,866 +121%
Verition Fund Management
185
Verition Fund Management
Connecticut
$1.28M -$783K -30,414 -38%
CB
186
Commerce Bank
Missouri
$1.27M -$13.8K -535 -1%
MME
187
Meag Munich Ergo
Germany
$1.25M -$1.4M -54,025 -53%
HAM
188
Highstreet Asset Management
Ontario, Canada
$1.22M – – –
Comerica Bank
189
Comerica Bank
Texas
$1.22M -$286K -10,834 -19%
XK
190
Xact Kapitalforvaltning
Sweden
$1.21M -$44K -1,708 -4%
MAM
191
Meeder Asset Management
Ohio
$1.19M +$315K +12,222 +36%
PL
192
Polianta Ltd
Jersey
$1.19M -$41.2K -1,600 -3%
TPSF
193
Texas Permanent School Fund
Texas
$1.19M -$127K -4,915 -10%
ACM
194
Argyle Capital Management
Pennsylvania
$1.18M – – –
QAM
195
Quantres Asset Management
Cayman Islands
$1.18M -$376K -14,600 -24%
State of Tennessee, Department of Treasury
196
State of Tennessee, Department of Treasury
Tennessee
$1.18M -$111K -4,320 -9%
EVM
197
Eaton Vance Management
Massachusetts
$1.16M – – –
Natixis Advisors
198
Natixis Advisors
Massachusetts
$1.14M +$1.14M +44,113 New
CA
199
Commerzbank Aktiengesellschaft
Germany
$1.13M -$1.17M -45,244 -51%
Pacer Advisors
200
Pacer Advisors
Pennsylvania
$1.11M +$712K +27,637 +179%
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