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H&R Block
HRB

Overview Fund Activity

450 hedge funds and large institutions have $4.51B invested in H&R Block in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
55
Increased
145
Reduced
162
Closed
52
Calls
$60.8M
Puts
$120M
Net Calls
-$59.5M
Net Calls Change
-$77.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$99.3M
2
Millennium Management
Millennium Management
New York
+$68.8M
3
MSL
Mackay Shields LLC
New York
+$22.8M
4
SI
Scout Investments
Missouri
+$13.5M
5
Invesco
Invesco
Georgia
+$13M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$34.4M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$34.1M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$31.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$28.9M
5
TSW
Thompson Siegel & Walmsley
Virginia
-$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
201
Redpoint Investment Management
Australia
$1.22M -$1.24M -54,557 -50%
GHCM
202
Glen Harbor Capital Management
California
$1.21M +$40.2K +1,764 +3%
ASRS
203
Arizona State Retirement System
Arizona
$1.17M -$9.82K -431 -0.8%
TPSF
204
Texas Permanent School Fund
Texas
$1.16M -$67.5K -2,964 -5%
State of Tennessee, Department of Treasury
205
State of Tennessee, Department of Treasury
Tennessee
$1.14M – – –
SOADOR
206
State of Alaska Department of Revenue
Alaska
$1.14M +$159K +6,980 +16%
A
207
AustralianSuper
Australia
$1.14M +$1.14M +50,000 New
CB
208
Commerce Bank
Missouri
$1.13M +$5.94K +261 +0.5%
N
209
Natixis
France
$1.12M +$1.12M +49,183 New
Twin Tree Management
210
Twin Tree Management
Texas
$1.12M +$1.12M +49,062 New
XK
211
Xact Kapitalforvaltning
Sweden
$1.11M – – –
NIT
212
NumerixS Investment Technologies
British Columbia, Canada
$1.11M +$1,000K +44,000 +917%
SIM
213
Spark Investment Management
New York
$1.11M +$1.11M +48,600 New
CWM
214
CIBC World Markets
New York
$1.1M +$195K +8,555 +21%
PL
215
Polianta Ltd
Jersey
$1.09M +$1.09M +47,900 New
RCM
216
Riverhead Capital Management
Delaware
$1.09M +$33.3K +1,460 +3%
HAM
217
Highstreet Asset Management
Ontario, Canada
$1.08M +$131K +5,743 +14%
ACM
218
Argyle Capital Management
Pennsylvania
$1.05M – – –
AIMCA
219
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.03M -$722K -31,700 -41%
EVM
220
Eaton Vance Management
Massachusetts
$1.03M -$1.04M -45,484 -50%
AIM
221
Alambic Investment Management
California
$1.02M +$1.02M +44,950 New
AB
222
Amalgamated Bank
New York
$1.02M +$30.6K +1,345 +3%
BIM
223
Bogle Investment Management
Massachusetts
$999K +$999K +43,875 New
Brown Advisory
224
Brown Advisory
Maryland
$969K +$736K +32,302 +317%
MCIM
225
Meadow Creek Investment Management
Georgia
$950K +$31.6K +1,386 +3%
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