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H&R Block
HRB

Overview Fund Activity

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$32.1M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$30.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$65.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$54.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$27.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$675M -$7.44M -292,925 -1%
BlackRock
2
BlackRock
New York
$539M -$161M -6,323,930 -23%
State Street
3
State Street
Massachusetts
$258M -$8.62M -339,318 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$240M -$65.2M -2,564,600 -21%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$192M +$25.4M +999,902 +15%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$161M -$182K -7,169 -0.1%
AAMU
7
Amundi Asset Management US
Massachusetts
$106M +$3.37M +132,652 +3%
APG Asset Management
8
APG Asset Management
Netherlands
$101M -$585K -28,300 -0.6%
JAM
9
Jupiter Asset Management
United Kingdom
$101M +$3.57M +140,500 +4%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$89.2M -$27.5M -1,083,122 -24%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$88.4M +$12.4M +487,812 +16%
Norges Bank
12
Norges Bank
Norway
$87.8M -$10.9M -429,994 -11%
TSW
13
Thompson Siegel & Walmsley
Virginia
$80.3M -$6.07M -238,890 -7%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$80.1M +$37.9M +1,490,942 +90%
Northern Trust
15
Northern Trust
Illinois
$79.2M -$3.02M -118,840 -4%
AQR Capital Management
16
AQR Capital Management
Connecticut
$76.4M -$54.7M -2,153,049 -42%
Artisan Partners
17
Artisan Partners
Wisconsin
$71.5M -$3.39M -133,502 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$60.9M +$13.4M +528,715 +28%
American Century Companies
19
American Century Companies
Missouri
$60.8M +$5.22M +205,289 +9%
PAM
20
Panagora Asset Management
Massachusetts
$57.4M +$7.1M +279,477 +14%
Skandinaviska Enskilda Banken (SEB)
21
Skandinaviska Enskilda Banken (SEB)
Sweden
$53.2M +$30.1M +1,185,922 +131%
Goldman Sachs
22
Goldman Sachs
New York
$51M +$10.6M +416,480 +26%
Deutsche Bank
23
Deutsche Bank
Germany
$47.6M +$5.94M +233,686 +14%
UBS AM
24
UBS AM
Illinois
$46.5M +$4.16M +163,605 +10%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$46.4M -$22.9M -903,047 -33%
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