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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.9M
2
Goldman Sachs
Goldman Sachs
New York
+$60.3M
3
Artisan Partners
Artisan Partners
Wisconsin
+$48.7M
4
Morgan Stanley
Morgan Stanley
New York
+$38.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$32.1M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$75.8M
2
Millennium Management
Millennium Management
New York
-$55.6M
3
BlackRock
BlackRock
New York
-$44.4M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$37.1M
5
PAM
Panagora Asset Management
Massachusetts
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIMCA
201
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.09M -$79.8K -3,100 -7%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$1.06M +$61.9K +2,404 +6%
KeyBank National Association
203
KeyBank National Association
Ohio
$1.05M -$576K -22,355 -35%
FM
204
Foster & Motley
Ohio
$1.03M -$479K -18,607 -32%
AB
205
Amalgamated Bank
New York
$1.03M -$122K -4,731 -11%
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$1.03M -$4.56K -177 -0.4%
VIA
207
Vident Investment Advisory
Georgia
$987K +$17.6K +682 +2%
URS
208
Utah Retirement Systems
Utah
$984K -$12.9K -500 -1%
HIMCH
209
Hartford Investment Management Co (HIMCO)
Connecticut
$969K -$47.4K -1,841 -5%
FTIOP
210
Fiduciary Trust International of Pennsylvania
Pennsylvania
$955K -$61.8K -2,400 -6%
AG
211
Advisor Group
Arizona
$934K +$270K +10,507 +41%
Bank of Nova Scotia
212
Bank of Nova Scotia
Ontario, Canada
$933K +$487K +18,910 +109%
NMIMC
213
Northwestern Mutual Investment Management Company
Wisconsin
$926K -$105K -4,095 -10%
FAM
214
Formidable Asset Management
Ohio
$919K +$32.9K +1,297 +4%
EP
215
Elkfork Partners
Oregon
$912K -$749K -29,070 -45%
QI
216
QS Investors
New York
$893K – – –
M&T Bank
217
M&T Bank
New York
$887K +$11.7K +456 +1%
MSV
218
MN Services Vermogensbeheer
Netherlands
$866K – – –
NIT
219
NumerixS Investment Technologies
British Columbia, Canada
$841K -$426K -16,400 -34%
US Bancorp
220
US Bancorp
Minnesota
$829K +$1.31K +51 +0.2%
PAM
221
Premier Asset Management
Illinois
$827K – – –
LPL Financial
222
LPL Financial
California
$818K +$135K +5,242 +20%
ACM
223
Alethea Capital Management
Washington
$813K +$813K +31,569 New
MLICM
224
Metropolitan Life Insurance Company (MetLife)
New York
$813K -$43.2K -1,676 -5%
Nomura Asset Management
225
Nomura Asset Management
Japan
$807K -$259K -10,062 -24%
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