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H&R Block
HRB

Overview Fund Activity

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$107M
2
APG Asset Management
APG Asset Management
Netherlands
+$44.5M
3
PAM
Panagora Asset Management
Massachusetts
+$30M
4
American Century Companies
American Century Companies
Missouri
+$29.8M
5
Wells Fargo
Wells Fargo
California
+$24.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$45.9M
2
Millennium Management
Millennium Management
New York
-$29.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$29.1M
4
Two Sigma Investments
Two Sigma Investments
New York
-$25.7M
5
WI
WBI Investments
New Jersey
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
201
Assenagon Asset Management
Luxembourg
$1.26M +$803K +30,332 +175%
NMIMC
202
Northwestern Mutual Investment Management Company
Wisconsin
$1.24M -$17.7K -669 -1%
SDJVC
203
St. Denis J. Villere & Co
Louisiana
$1.24M -$2.65K -100 -0.2%
EVM
204
Eaton Vance Management
Massachusetts
$1.23M -$26.5K -1,000 -2%
ACM
205
Argyle Capital Management
Pennsylvania
$1.22M – – –
PL
206
Polianta Ltd
Jersey
$1.19M +$1.19M +45,100 New
DCM
207
Driehaus Capital Management
Illinois
$1.17M +$1.17M +44,160 New
XK
208
Xact Kapitalforvaltning
Sweden
$1.17M +$130K +4,900 +13%
CS
209
Candriam SCA
Luxembourg
$1.09M +$73.5K +2,777 +7%
QAM
210
Quantres Asset Management
Cayman Islands
$1.09M +$1.09M +41,200 New
AB
211
Amalgamated Bank
New York
$1.08M -$1.62K -61 -0.1%
FCM
212
Flinton Capital Management
Pennsylvania
$1.07M +$784K +29,600 +274%
TAF
213
Tredje AP-fonden
Sweden
$1.06M -$296K -11,020 -22%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$1.06M -$67.1K -2,534 -6%
JPMPWA
215
J.P. Morgan Private Wealth Advisors
California
$1.05M +$1.93K +73 +0.2%
FTIOP
216
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.05M -$39.7K -1,500 -4%
M&T Bank
217
M&T Bank
New York
$1.02M -$104K -3,931 -9%
EIM
218
ExxonMobil Investment Management
Texas
$1.01M -$42.3K -1,599 -4%
URS
219
Utah Retirement Systems
Utah
$1.01M +$2.65K +100 +0.3%
AIA
220
Arrow Investment Advisors
Maryland
$985K +$985K +37,206 New
Pacer Advisors
221
Pacer Advisors
Pennsylvania
$966K +$191K +7,231 +25%
HW
222
Hancock Whitney
Mississippi
$961K -$1.24M -46,671 -56%
CBOA
223
Commonwealth Bank of Australia
Australia
$941K +$76.3K +2,894 +9%
CIM
224
Cambria Investment Management
California
$921K +$921K +34,775 New
NMC
225
Nine Masts Capital
Hong Kong
$919K +$919K +34,699 New
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9
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