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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
10.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
77
Increased
156
Reduced
141
Closed
49
Calls
$43.4M
Puts
$112M
Net Calls
-$68.4M
Net Calls Change
-$29.1M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$106M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$120M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$704M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$26.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$49M

Top Sellers

1
Credit Agricole
1
Credit Agricole
France
$0
2
BlackRock
2
BlackRock
New York
$723M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.61M
4
Deutsche Bank
4
Deutsche Bank
Germany
$42.9M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$315M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$723M 27,555,356 -1,805,340 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$704M 26,852,192 +1,457,870 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$315M 12,028,975 -896,708 -7%
State Street
4
State Street
Massachusetts
$275M 10,477,119 -85,099 -0.8%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$172M 6,553,820 +199,162 +3%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$166M 6,347,634 +45,319 +0.7%
AQR Capital Management
7
AQR Capital Management
Connecticut
$135M 5,158,854 +906,272 +21%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$120M 4,594,678 +1,703,381 +59%
APG Asset Management
9
APG Asset Management
Netherlands
$108M 4,925,349 +859,300 +21%
AAMU
10
Amundi Asset Management US
Massachusetts
$106M 4,051,627 +4,051,627 New
Norges Bank
11
Norges Bank
Norway
$102M 3,884,826 – –
JAM
12
Jupiter Asset Management
United Kingdom
$101M 3,838,100 +108,000 +3%
TSW
13
Thompson Siegel & Walmsley
Virginia
$89.1M 3,398,749 +42,061 +1%
Northern Trust
14
Northern Trust
Illinois
$84.9M 3,237,313 +99,914 +3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$78.4M 2,995,035 -162,067 -5%
Artisan Partners
16
Artisan Partners
Wisconsin
$77.3M 2,946,207 -39,281 -1%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$71.6M 2,730,392 +734,291 +37%
American Century Companies
18
American Century Companies
Missouri
$57.4M 2,187,564 -129,111 -6%
PAM
19
Panagora Asset Management
Massachusetts
$51.9M 1,978,520 -385,795 -16%
Invesco
20
Invesco
Georgia
$49.8M 1,899,168 -289,105 -13%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$49M 1,867,489 +940,615 +101%
Bank of America
22
Bank of America
North Carolina
$46.8M 1,786,502 +29,886 +2%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$46.5M 1,775,200 -132,400 -7%
Morgan Stanley
24
Morgan Stanley
New York
$45.6M 1,739,467 +204,327 +13%
UBS AM
25
UBS AM
Illinois
$43.6M 1,664,682 +144,409 +9%
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