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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$392M
2
Millennium Management
2
Millennium Management
New York
$57.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$76.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.6M
5
T
5
TOBAM
France
$43.7M

Top Sellers

1
First Manhattan
1
First Manhattan
New York
$38.2M
2
SCM
2
Smead Capital Management
Arizona
$578K
3
WHG
3
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$66K
5
Boston Partners
5
Boston Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$471M 20,493,405 -974,897 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$426M 18,511,683 -63,300 -0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$392M 17,027,724 +4,315,751 +34%
Bank of America
4
Bank of America
North Carolina
$253M 10,992,357 +745,077 +7%
State Street
5
State Street
Massachusetts
$219M 9,516,427 -560,391 -6%
BG
6
BlackRock Group
United Kingdom
$167M 7,241,170 -8,124 -0.1%
BIT
7
BlackRock Institutional Trust
California
$143M 6,200,734 -92,666 -1%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$132M 5,751,645 +22,768 +0.4%
LCOV
9
London Company of Virginia
Virginia
$118M 5,121,650 +317,888 +7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$113M 4,920,607 +13,315 +0.3%
Artisan Partners
11
Artisan Partners
Wisconsin
$100M 4,349,421 +766,466 +21%
Northern Trust
12
Northern Trust
Illinois
$95.4M 4,146,540 -51,091 -1%
BA
13
BlackRock Advisors
Delaware
$81.7M 3,551,647 +61,276 +2%
BFA
14
BlackRock Fund Advisors
California
$81.4M 3,539,046 -144,860 -4%
Deutsche Bank
15
Deutsche Bank
Germany
$76.6M 3,330,596 +2,071,382 +164%
TSW
16
Thompson Siegel & Walmsley
Virginia
$60.5M 2,629,147 +383,922 +17%
Millennium Management
17
Millennium Management
New York
$57.3M 2,491,578 +2,422,391 +3,501%
Morgan Stanley
18
Morgan Stanley
New York
$55.6M 2,417,185 +1,980,857 +454%
BIM
19
BlackRock Investment Management
Delaware
$55M 2,391,426 +149,056 +7%
VNIM
20
Vaughan Nelson Investment Management
Texas
$54.7M 2,377,825 +437,875 +23%
Norges Bank
21
Norges Bank
Norway
$49.6M 2,157,878 -89,769 -4%
BlackRock
22
BlackRock
New York
$47.6M 2,070,049 +392,604 +23%
CGI
23
CI Global Investments
California
$46.1M 2,002,700 +225,700 +13%
T
24
TOBAM
France
$43.7M 1,900,661 +1,575,506 +485%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$42.8M 1,865,277 -123,899 -6%
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