HRB icon

H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
10.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
77
Increased
156
Reduced
141
Closed
49
Calls
$43.4M
Puts
$112M
Net Calls
-$68.4M
Net Calls Change
-$29.1M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$106M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$120M
3
Vanguard Group
Vanguard Group
Pennsylvania
$704M
4
Allianz Asset Management
Allianz Asset Management
Germany
$26.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$49M

Top Sellers

1
Credit Agricole
Credit Agricole
France
$0
2
BlackRock
BlackRock
New York
$723M
3
Renaissance Technologies
Renaissance Technologies
New York
$5.61M
4
Deutsche Bank
Deutsche Bank
Germany
$42.9M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
201
Versor Investments
New York
$1.19M +$810K +30,900 +212%
PL
202
Polianta Ltd
Jersey
$1.18M – – –
NMC
203
Nine Masts Capital
Hong Kong
$1.15M +$242K +9,238 +27%
KeyBank National Association
204
KeyBank National Association
Ohio
$1.15M +$908K +34,644 +376%
Twin Tree Management
205
Twin Tree Management
Texas
$1.14M +$912K +34,769 +404%
AB
206
Amalgamated Bank
New York
$1.13M +$60.8K +2,319 +6%
AG
207
Advisor Group
Arizona
$1.13M +$401K +15,279 +55%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$1.12M +$513K +19,553 +84%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$1.09M +$34.6K +1,318 +3%
CSS
210
Cubist Systematic Strategies
Connecticut
$1.08M -$1.68M -63,880 -61%
Voloridge Investment Management
211
Voloridge Investment Management
Florida
$1.07M +$1.07M +40,921 New
NB
212
Norinchukin Bank
Japan
$1.07M -$880K -33,548 -45%
DnB Asset Management
213
DnB Asset Management
Norway
$1.06M +$595K +22,700 +128%
ACM
214
Alethea Capital Management
Washington
$1.04M +$1.04M +39,816 New
CPO
215
Cerity Partners OCIO
New York
$1.04M +$1.04M +39,758 New
FTIOP
216
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.04M – – –
Verition Fund Management
217
Verition Fund Management
Connecticut
$1.02M +$714K +27,242 +234%
URS
218
Utah Retirement Systems
Utah
$1.01M +$13.1K +500 +1%
OTPPB
219
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1M +$425K +16,199 +73%
CIM
220
Cambria Investment Management
California
$991K +$79.1K +3,018 +9%
SOADOR
221
State of Alaska Department of Revenue
Alaska
$982K +$383K +14,640 +64%
FCM
222
Flinton Capital Management
Pennsylvania
$973K -$86.4K -3,296 -8%
JPMPWA
223
J.P. Morgan Private Wealth Advisors
California
$959K -$79.5K -3,031 -8%
M&T Bank
224
M&T Bank
New York
$951K -$60.6K -2,309 -6%
CS
225
Candriam SCA
Luxembourg
$930K -$153K -5,853 -14%
7 8
9
10 11