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H&R Block
HRB

Overview Fund Activity

438 hedge funds and large institutions have $5.94B invested in H&R Block in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 41 closing their positions.

Holders
438
Holders Change
+24
Holders Change %
+5.8%
% of All Funds
10.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
69
Increased
141
Reduced
157
Closed
41
Calls
$24.2M
Puts
$25.8M
Net Calls
-$1.63M
Net Calls Change
-$15.8M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$129M
2
Credit Agricole
2
Credit Agricole
France
$68.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$94.8M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$82.3M
5
Millennium Management
5
Millennium Management
New York
$44.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M
2
BlackRock
2
BlackRock
New York
$892M
3
TSW
3
Thompson Siegel & Walmsley
Virginia
$94.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.03M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9.39M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$892M 28,858,976 -3,918,617 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$660M 21,344,192 +530,380 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$423M 13,713,081 -4,184,900 -23%
State Street
4
State Street
Massachusetts
$330M 10,688,029 +19,135 +0.2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$207M 6,682,138 -1,250,694 -16%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$190M 6,144,521 +203,186 +3%
AQR Capital Management
7
AQR Capital Management
Connecticut
$129M 4,181,533 +2,303,930 +123%
JAM
8
Jupiter Asset Management
United Kingdom
$117M 3,786,600 +776,600 +26%
Norges Bank
9
Norges Bank
Norway
$115M 3,726,911 +249,260 +7%
Artisan Partners
10
Artisan Partners
Wisconsin
$106M 3,438,701 -1,269,502 -27%
Northern Trust
11
Northern Trust
Illinois
$95.9M 3,103,440 -92,827 -3%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$94.8M 3,065,584 +2,182,306 +247%
TSW
13
Thompson Siegel & Walmsley
Virginia
$94.6M 3,061,833 -2,349,842 -43%
Goldman Sachs
14
Goldman Sachs
New York
$86.6M 2,803,155 -516,598 -16%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$82.3M 2,664,382 +1,801,791 +209%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$81.3M 2,632,478 +110,225 +4%
Deutsche Bank
17
Deutsche Bank
Germany
$78.7M 2,546,875 -985,154 -28%
APG Asset Management
18
APG Asset Management
Netherlands
$73.7M 2,384,575 +135,500 +6%
Morgan Stanley
19
Morgan Stanley
New York
$71.8M 2,322,704 +208,249 +10%
Credit Agricole
20
Credit Agricole
France
$68.9M 2,227,705 +2,197,086 +7,176%
Invesco
21
Invesco
Georgia
$57.3M 1,852,861 +920,233 +99%
T
22
TOBAM
France
$49.8M 1,611,032 -507,703 -24%
Bank of America
23
Bank of America
North Carolina
$48.6M 1,573,711 -8,863 -0.6%
UBS AM
24
UBS AM
Illinois
$47M 1,519,503 +55,093 +4%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$45.1M 1,459,100 +1,303,700 +839%
1
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