HRB icon

H&R Block
HRB

Overview Fund Activity

407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
134
Reduced
148
Closed
50
Calls
$88.4M
Puts
$16M
Net Calls
+$72.4M
Net Calls Change
+$40.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$167M
2
Goldman Sachs
2
Goldman Sachs
New York
$80.5M
3
BG
3
BlackRock Group
United Kingdom
$173M
4
BA
4
BlackRock Advisors
Delaware
$123M
5
FCH
5
Freestone Capital Holdings
Washington
$19.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$157M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$215M
4
CGI
4
CI Global Investments
California
$0
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SG Americas Securities
201
SG Americas Securities
New York
$776K 33,735 -18,880 -36%
SA
202
Sicart Associates
New York
$770K 33,500 +33,500 New
AB
203
Amalgamated Bank
New York
$746K 32,438 +1,613 +5%
PAM
204
Premier Asset Management
Illinois
$737K 32,100 – –
CIBC Asset Management
205
CIBC Asset Management
Ontario, Canada
$734K 31,940 -897 -3%
ANRIA
206
American National Registered Investment Advisor
Texas
$731K 31,805 – –
ST
207
Spot Trading
Illinois
$720K 31,326 +3,789 +14%
PP
208
Paloma Partners
Connecticut
$713K 30,986 +30,986 New
B
209
Barings
North Carolina
$706K 30,705 +30,705 New
Nuveen Asset Management
210
Nuveen Asset Management
Illinois
$704K 30,615 +14,719 +93%
LPL Financial
211
LPL Financial
California
$701K 30,612 +18,801 +159%
XK
212
Xact Kapitalforvaltning
Sweden
$692K 30,088 – –
ACP
213
Ashfield Capital Partners
California
$690K 30,000 – –
Nomura Asset Management
214
Nomura Asset Management
Japan
$685K 29,780 +1,200 +4%
Janus Henderson Group
215
Janus Henderson Group
United Kingdom
$677K 29,452 +3,200 +12%
MNBTD
216
Moody National Bank Trust Division
Texas
$672K 29,265 – –
FAM
217
Formidable Asset Management
Ohio
$664K 28,893 +626 +2%
MSA
218
Mason Street Advisors
Wisconsin
$652K 28,371 -1,267 -4%
CCM
219
Cadence Capital Management
Massachusetts
$645K 28,039 +469 +2%
AG
220
Advisor Group
Arizona
$622K 27,069 -7,365 -21%
KeyBank National Association
221
KeyBank National Association
Ohio
$613K 26,670 -408 -2%
WCM
222
Wedge Capital Management
North Carolina
$607K 26,419 -1,140 -4%
OTPPB
223
Ontario Teachers' Pension Plan Board
Ontario, Canada
$603K 26,220 -12,725 -33%
Pacer Advisors
224
Pacer Advisors
Pennsylvania
$581K 25,276 +1,198 +5%
TAF
225
Tredje AP-fonden
Sweden
$576K 24,901 +24,901 New
7 8
9
10 11