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H&R Block
HRB

Overview Fund Activity

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.

Holders
414
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
69
Increased
146
Reduced
127
Closed
52
Calls
$62.3M
Puts
$48.1M
Net Calls
+$14.2M
Net Calls Change
-$58.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$762M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$47.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$59.8M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$126M
5
Norges Bank
5
Norges Bank
Norway
$80.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36.8M
2
LCOV
2
London Company of Virginia
Virginia
$503K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58.1M
4
Credit Agricole
4
Credit Agricole
France
$712K
5
TAM
5
Tocqueville Asset Management
New York
$15.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$762M 32,777,593 +31,852,089 +3,442%
Vanguard Group
2
Vanguard Group
Pennsylvania
$484M 20,813,812 +348,330 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$417M 17,897,981 -244,800 -1%
State Street
4
State Street
Massachusetts
$248M 10,668,894 +636,772 +6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$184M 7,932,832 +685,702 +9%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$138M 5,941,335 +191,368 +3%
TSW
7
Thompson Siegel & Walmsley
Virginia
$126M 5,411,675 +1,508,605 +39%
Artisan Partners
8
Artisan Partners
Wisconsin
$109M 4,708,203 -44,814 -0.9%
Deutsche Bank
9
Deutsche Bank
Germany
$82.1M 3,532,029 +1,202,004 +52%
Norges Bank
10
Norges Bank
Norway
$80.9M 3,477,651 +1,344,727 +63%
Goldman Sachs
11
Goldman Sachs
New York
$77.2M 3,319,753 -180,642 -5%
Northern Trust
12
Northern Trust
Illinois
$74.3M 3,196,267 -644,965 -17%
JAM
13
Jupiter Asset Management
United Kingdom
$70M 3,010,000 +115,000 +4%
Citadel Advisors
14
Citadel Advisors
Florida
$59.8M 2,570,436 +1,830,307 +247%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$58.6M 2,522,253 +567,111 +29%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$58.1M 2,497,193 -4,330,706 -63%
APG Asset Management
17
APG Asset Management
Netherlands
$52.3M 2,249,075 +654,900 +41%
T
18
TOBAM
France
$49.3M 2,118,735 -80,989 -4%
Morgan Stanley
19
Morgan Stanley
New York
$49.2M 2,114,455 +384,634 +22%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$47.6M 2,048,350 +1,911,955 +1,402%
AQR Capital Management
21
AQR Capital Management
Connecticut
$43.7M 1,877,603 -504,744 -21%
Bank of America
22
Bank of America
North Carolina
$36.8M 1,582,574 -7,764,526 -83%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$34.2M 1,471,133 +1,106,761 +304%
UBS AM
24
UBS AM
Illinois
$34M 1,464,410 +907,389 +163%
GI
25
GAMCO Investors
Connecticut
$33.7M 1,450,174 +209,348 +17%
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