HRB icon

H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.

Holders
403
Holders Change
–
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
58
Increased
135
Reduced
138
Closed
54
Calls
$56.2M
Puts
$24.5M
Net Calls
+$31.7M
Net Calls Change
+$1.49M

Top Buyers

1
Credit Agricole
1
Credit Agricole
France
$37M
2
JAM
2
Jupiter Asset Management
United Kingdom
$58.7M
3
WI
3
WBI Investments
New Jersey
$28.6M
4
TAM
4
Tocqueville Asset Management
New York
$36.9M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$49.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$3.78M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$365M
3
WG
3
Winton Group
United Kingdom
$1.23M
4
HCM
4
Highbridge Capital Management
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$473M 20,431,142 -62,263 -0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$428M 18,498,183 -13,500 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$365M 15,776,510 -1,251,214 -7%
Bank of America
4
Bank of America
North Carolina
$261M 11,268,286 +275,929 +3%
State Street
5
State Street
Massachusetts
$223M 9,652,925 +136,498 +1%
BG
6
BlackRock Group
United Kingdom
$153M 6,619,812 -621,358 -9%
BIT
7
BlackRock Institutional Trust
California
$146M 6,294,673 +93,939 +2%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$133M 5,740,358 -11,287 -0.2%
Artisan Partners
9
Artisan Partners
Wisconsin
$116M 5,010,054 +660,633 +15%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$114M 4,933,841 +13,234 +0.3%
LCOV
11
London Company of Virginia
Virginia
$110M 4,746,981 -374,669 -7%
BA
12
BlackRock Advisors
Delaware
$105M 4,533,492 +981,845 +28%
Northern Trust
13
Northern Trust
Illinois
$102M 4,384,521 +237,981 +6%
BFA
14
BlackRock Fund Advisors
California
$84.7M 3,656,904 +117,858 +3%
TSW
15
Thompson Siegel & Walmsley
Virginia
$74.1M 3,202,288 +573,141 +22%
Deutsche Bank
16
Deutsche Bank
Germany
$71.5M 3,087,431 -243,165 -7%
T
17
TOBAM
France
$63.5M 2,743,723 +843,062 +44%
BIM
18
BlackRock Investment Management
Delaware
$60.9M 2,631,555 +240,129 +10%
JAM
19
Jupiter Asset Management
United Kingdom
$58.7M 2,536,000 +1,236,000 +95%
VNIM
20
Vaughan Nelson Investment Management
Texas
$52.2M 2,254,765 -123,060 -5%
Goldman Sachs
21
Goldman Sachs
New York
$52M 2,245,472 +430,289 +24%
AQR Capital Management
22
AQR Capital Management
Connecticut
$49.4M 2,133,104 +1,132,024 +113%
Norges Bank
23
Norges Bank
Norway
$45.1M 2,037,593 -120,285 -6%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$44.8M 1,936,614 +71,337 +4%
BlackRock
25
BlackRock
New York
$44.6M 1,924,410 -145,639 -7%
1
2 3 4 5