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H&R Block

450 hedge funds and large institutions have $4.51B invested in H&R Block in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
55
Increased
145
Reduced
162
Closed
52
Calls
$60.8M
Puts
$120M
Net Calls
-$59.5M
Net Calls Change
-$77.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$583M +$99.3M +4,356,920 +21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$576M -$28.9M -1,266,791 -5%
State Street
3
State Street
Massachusetts
$226M -$4.46M -195,615 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$193M -$22.9M -1,006,900 -11%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$144M -$208K -9,129 -0.1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$141M -$31.3M -1,372,820 -18%
AAMU
7
Amundi Asset Management US
Massachusetts
$102M +$6.25M +274,390 +7%
JAM
8
Jupiter Asset Management
United Kingdom
$98.8M +$8.19M +359,700 +9%
APG Asset Management
9
APG Asset Management
Netherlands
$84.4M -$11.1M -570,000 -12%
Northern Trust
10
Northern Trust
Illinois
$74.8M +$3.79M +166,316 +5%
Millennium Management
11
Millennium Management
New York
$72M +$68.8M +3,018,414 +2,092%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$69.2M -$9.96M -438,156 -13%
American Century Companies
13
American Century Companies
Missouri
$62.9M +$8.34M +366,183 +15%
PAM
14
Panagora Asset Management
Massachusetts
$62.7M +$11.2M +493,128 +22%
Artisan Partners
15
Artisan Partners
Wisconsin
$61.8M -$2.24M -98,463 -4%
Norges Bank
16
Norges Bank
Norway
$59M -$19.7M -864,566 -25%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$57.3M -$22.5M -990,953 -28%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$55.5M +$882K +38,716 +2%
Invesco
19
Invesco
Georgia
$49.3M +$13M +570,529 +36%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$48.4M -$23.5M -1,029,816 -33%
TSW
21
Thompson Siegel & Walmsley
Virginia
$44.1M -$27.9M -1,222,854 -39%
Goldman Sachs
22
Goldman Sachs
New York
$42.6M -$3.11M -136,464 -7%
AQR Capital Management
23
AQR Capital Management
Connecticut
$42.5M -$26.1M -1,143,985 -38%
UBS AM
24
UBS AM
Illinois
$40M -$1.65M -72,649 -4%
T
25
TOBAM
France
$38M -$2.84M -124,625 -7%