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H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$129M
2
Credit Agricole
Credit Agricole
France
$68.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$82.3M
5
Millennium Management
Millennium Management
New York
$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M
2
BlackRock
BlackRock
New York
$892M
3
TSW
Thompson Siegel & Walmsley
Virginia
$94.6M
4
Citadel Advisors
Citadel Advisors
Florida
$8.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
201
PEAK6 Group
Illinois
$1.31M -$1.83M -59,169 -58%
DTL
202
Dynamic Technology Lab
Singapore
$1.3M +$1.3M +42,003 New
Bank of Nova Scotia
203
Bank of Nova Scotia
Ontario, Canada
$1.29M -$28.4K -917 -2%
Nomura Holdings
204
Nomura Holdings
Japan
$1.28M -$2.42M -78,257 -65%
Balyasny Asset Management
205
Balyasny Asset Management
Illinois
$1.27M -$546K -17,656 -30%
DekaBank Deutsche Girozentrale
206
DekaBank Deutsche Girozentrale
Germany
$1.27M +$641K +20,300 +102%
AB
207
Amalgamated Bank
New York
$1.27M +$239K +7,735 +23%
FTIOP
208
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.27M +$1.27M +41,000 New
EIM
209
ExxonMobil Investment Management
Texas
$1.23M -$192K -6,217 -14%
JPMPWA
210
J.P. Morgan Private Wealth Advisors
California
$1.22M +$14.5K +470 +1%
XK
211
Xact Kapitalforvaltning
Sweden
$1.21M +$179K +5,795 +17%
ProShare Advisors
212
ProShare Advisors
Maryland
$1.2M -$287K -9,291 -19%
CS
213
Candriam SCA
Luxembourg
$1.19M +$1.19M +38,547 New
URS
214
Utah Retirement Systems
Utah
$1.17M – – –
LOAMS
215
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.09M +$1.09M +35,117 New
FAM
216
Formidable Asset Management
Ohio
$1.05M +$21.4K +692 +2%
MSV
217
MN Services Vermogensbeheer
Netherlands
$1.04M +$858K +27,781 +475%
Group One Trading
218
Group One Trading
Illinois
$1.02M +$286K +9,243 +39%
CBOA
219
Commonwealth Bank of Australia
Australia
$1.01M +$287K +9,300 +40%
PAM
220
Premier Asset Management
Illinois
$992K – – –
AIM
221
Alambic Investment Management
California
$981K +$981K +31,750 New
ACP
222
Ashfield Capital Partners
California
$927K – – –
Mitsubishi UFJ Asset Management
223
Mitsubishi UFJ Asset Management
Japan
$924K -$158K -5,112 -15%
CWM
224
CIBC World Markets
New York
$905K +$237K +7,667 +35%
Pacer Advisors
225
Pacer Advisors
Pennsylvania
$904K +$62.3K +2,016 +7%
7 8
9
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