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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
58
Increased
135
Reduced
138
Closed
54
Calls
$56.2M
Puts
$24.5M
Net Calls
+$31.7M
Net Calls Change
+$1.49M

Top Buyers

1
Credit Agricole
Credit Agricole
France
$37M
2
JAM
Jupiter Asset Management
United Kingdom
$58.7M
3
WI
WBI Investments
New Jersey
$28.6M
4
TAM
Tocqueville Asset Management
New York
$36.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
$49.4M

Top Sellers

1
Millennium Management
Millennium Management
New York
$3.78M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$365M
3
WG
Winton Group
United Kingdom
$1.23M
4
HCM
Highbridge Capital Management
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
201
Zurich Insurance Group
Switzerland
$723K -$18.8K -812 -3%
QIM
202
Quantitative Investment Management
Virginia
$722K +$722K +31,200 New
AB
203
Amalgamated Bank
New York
$714K -$3.41K -147 -0.5%
XK
204
Xact Kapitalforvaltning
Sweden
$697K +$697K +30,088 New
ACP
205
Ashfield Capital Partners
California
$694K – – –
MSA
206
Mason Street Advisors
Wisconsin
$686K -$13.6K -589 -2%
MNBTD
207
Moody National Bank Trust Division
Texas
$677K -$6.94K -300 -1%
MOACM
208
Mutual of America Capital Management
New York
$673K +$66.5K +2,871 +11%
Nomura Asset Management
209
Nomura Asset Management
Japan
$662K – – –
FAM
210
Formidable Asset Management
Ohio
$654K +$44.9K +1,941 +7%
Envestnet Asset Management
211
Envestnet Asset Management
Illinois
$639K +$2.08K +90 +0.3%
CCM
212
Cadence Capital Management
Massachusetts
$638K -$68K -2,939 -10%
WCM
213
Wedge Capital Management
North Carolina
$638K -$5.33K -230 -0.8%
ST
214
Spot Trading
Illinois
$637K +$2.31K +100 +0.4%
KeyBank National Association
215
KeyBank National Association
Ohio
$627K -$5.28K -228 -0.8%
Walleye Trading
216
Walleye Trading
New York
$614K +$614K +26,516 New
Janus Henderson Group
217
Janus Henderson Group
United Kingdom
$608K – – –
BC
218
Brinker Capital
Pennsylvania
$589K -$73.7K -3,153 -11%
Asset Management One
219
Asset Management One
Japan
$589K +$30.7K +1,351 +5%
MCM
220
McRae Capital Management
New Jersey
$574K -$2.32K -100 -0.4%
Pacer Advisors
221
Pacer Advisors
Pennsylvania
$557K +$463K +20,030 +495%
SB
222
Suntrust Banks
Georgia
$556K -$21.1K -910 -4%
WAM
223
World Asset Management
Michigan
$530K -$278 -12 -0.1%
CBOA
224
Commonwealth Bank of Australia
Australia
$527K -$85.7K -3,700 -14%
NMERB
225
New Mexico Educational Retirement Board
New Mexico
$526K -$78.6K -3,400 -13%
7 8
9
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