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H&R Block
HRB

Overview Fund Activity

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$32.1M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$30.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$65.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$54.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$27.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
XK
201
Xact Kapitalforvaltning
Sweden
$1.24M +$42.7K +1,678 +4%
WI
202
WBI Investments
New Jersey
$1.22M +$356K +14,000 +41%
CSS
203
Cubist Systematic Strategies
Connecticut
$1.21M +$163K +6,396 +16%
LAM
204
Lingohr Asset Management
Germany
$1.21M +$425K +16,717 +54%
RCM
205
Riverhead Capital Management
Delaware
$1.17M -$308K -12,100 -21%
ACM
206
Argyle Capital Management
Pennsylvania
$1.17M – – –
QT
207
Quantbot Technologies
New York
$1.16M +$1.16M +45,462 New
FL
208
Fort LP
Maryland
$1.15M -$5.13M -201,906 -82%
AB
209
Amalgamated Bank
New York
$1.1M +$2.26K +89 +0.2%
SOADOR
210
State of Alaska Department of Revenue
Alaska
$1.1M +$143K +5,630 +15%
CG
211
Clinton Group
New York
$1.09M +$1.09M +42,695 New
KeyBank National Association
212
KeyBank National Association
Ohio
$1.08M -$34.1K -1,342 -3%
TCM
213
Teza Capital Management
Illinois
$1.07M +$284K +11,184 +36%
FM
214
Foster & Motley
Ohio
$1.07M +$304K +11,965 +40%
HAM
215
Highstreet Asset Management
Ontario, Canada
$1.06M +$1.05M +41,436 +17,265%
Nomura Asset Management
216
Nomura Asset Management
Japan
$1.05M +$280K +11,010 +36%
DnB Asset Management
217
DnB Asset Management
Norway
$1.03M – – –
MCIM
218
Meadow Creek Investment Management
Georgia
$1.03M -$272K -10,714 -21%
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$1.02M -$33.8K -1,331 -3%
CWM
220
CIBC World Markets
New York
$1.01M -$186K -7,318 -16%
FTIOP
221
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1M – – –
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$994K -$92.6K -3,647 -9%
CIM
223
Cambria Investment Management
California
$986K +$25.6K +1,006 +3%
URS
224
Utah Retirement Systems
Utah
$979K +$2.54K +100 +0.3%
NMIMC
225
Northwestern Mutual Investment Management Company
Wisconsin
$967K -$233K -9,169 -19%
7 8
9
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