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H&R Block
HRB

Overview Fund Activity

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$672M
2
APG Asset Management
2
APG Asset Management
Netherlands
$108M
3
PAM
3
Panagora Asset Management
Massachusetts
$62.6M
4
American Century Companies
4
American Century Companies
Missouri
$61.3M
5
Wells Fargo
5
Wells Fargo
California
$36.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$28.4M
2
Millennium Management
2
Millennium Management
New York
$8.75M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$54.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
WI
5
WBI Investments
New Jersey
$367K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$777M 29,360,696 +501,720 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$672M 25,394,322 +4,050,130 +19%
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$344M 12,925,683 -787,398 -6%
State Street
4
State Street
Massachusetts
$280M 10,562,218 -125,811 -1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$168M 6,354,658 -327,480 -5%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$167M 6,302,315 +157,794 +3%
AQR Capital Management
7
AQR Capital Management
Connecticut
$115M 4,252,582 +71,049 +2%
APG Asset Management
8
APG Asset Management
Netherlands
$108M 4,066,049 +1,681,474 +71%
Norges Bank
9
Norges Bank
Norway
$103M 3,884,826 +157,915 +4%
JAM
10
Jupiter Asset Management
United Kingdom
$98.8M 3,730,100 -56,500 -1%
TSW
11
Thompson Siegel & Walmsley
Virginia
$88.9M 3,356,688 +294,855 +10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$83.5M 3,157,102 +524,624 +20%
Northern Trust
13
Northern Trust
Illinois
$83.1M 3,137,399 +33,959 +1%
Artisan Partners
14
Artisan Partners
Wisconsin
$79.1M 2,985,488 -453,213 -13%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$78.8M 2,891,297 +226,915 +9%
Deutsche Bank
16
Deutsche Bank
Germany
$78.5M 2,962,825 +415,950 +16%
Credit Agricole
17
Credit Agricole
France
$64.1M 2,419,004 +191,299 +9%
PAM
18
Panagora Asset Management
Massachusetts
$62.6M 2,364,315 +1,131,470 +92%
American Century Companies
19
American Century Companies
Missouri
$61.3M 2,316,675 +1,124,910 +94%
Invesco
20
Invesco
Georgia
$57.9M 2,188,273 +335,412 +18%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$54.4M 1,996,101 -1,069,483 -35%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$50.5M 1,907,600 +448,500 +31%
Bank of America
23
Bank of America
North Carolina
$46.5M 1,756,616 +182,905 +12%
T
24
TOBAM
France
$43.7M 1,649,230 +38,198 +2%
Renaissance Technologies
25
Renaissance Technologies
New York
$41.9M 1,581,300 +935,400 +145%
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