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H&R Block
HRB

Overview Fund Activity

407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
134
Reduced
148
Closed
50
Calls
$88.4M
Puts
$16M
Net Calls
+$72.4M
Net Calls Change
+$40.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$167M
2
Goldman Sachs
2
Goldman Sachs
New York
$80.5M
3
BG
3
BlackRock Group
United Kingdom
$173M
4
BA
4
BlackRock Advisors
Delaware
$123M
5
FCH
5
Freestone Capital Holdings
Washington
$19.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$157M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$215M
4
CGI
4
CI Global Investments
California
$0
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$471M 20,465,482 +34,340 +0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$417M 18,142,781 -355,402 -2%
State Street
3
State Street
Massachusetts
$231M 10,032,122 +379,197 +4%
Bank of America
4
Bank of America
North Carolina
$215M 9,347,100 -1,921,186 -17%
BG
5
BlackRock Group
United Kingdom
$173M 7,528,592 +908,780 +14%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$167M 7,247,130 +2,313,289 +47%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$157M 6,827,899 -8,948,611 -57%
BIT
8
BlackRock Institutional Trust
California
$142M 6,172,377 -122,296 -2%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$132M 5,749,967 +9,609 +0.2%
LCOV
10
London Company of Virginia
Virginia
$123M 5,365,947 +618,966 +13%
BA
11
BlackRock Advisors
Delaware
$123M 5,362,572 +829,080 +18%
Artisan Partners
12
Artisan Partners
Wisconsin
$109M 4,753,017 -257,037 -5%
TSW
13
Thompson Siegel & Walmsley
Virginia
$89.7M 3,903,070 +700,782 +22%
Northern Trust
14
Northern Trust
Illinois
$88.3M 3,841,232 -543,289 -12%
BFA
15
BlackRock Fund Advisors
California
$83.8M 3,647,187 -9,717 -0.3%
Goldman Sachs
16
Goldman Sachs
New York
$80.5M 3,500,395 +1,254,923 +56%
JAM
17
Jupiter Asset Management
United Kingdom
$66.6M 2,895,000 +359,000 +14%
BIM
18
BlackRock Investment Management
Delaware
$57.3M 2,493,758 -137,797 -5%
AQR Capital Management
19
AQR Capital Management
Connecticut
$54.8M 2,382,347 +249,243 +12%
Deutsche Bank
20
Deutsche Bank
Germany
$53.6M 2,330,025 -757,406 -25%
T
21
TOBAM
France
$50.6M 2,199,724 -543,999 -20%
Credit Agricole
22
Credit Agricole
France
$49.2M 2,140,487 +542,198 +34%
Norges Bank
23
Norges Bank
Norway
$49M 2,132,924 +95,331 +5%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$44.9M 1,955,142 +18,528 +1%
Morgan Stanley
25
Morgan Stanley
New York
$39.8M 1,729,821 +21,954 +1%
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