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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$97M
2
Goldman Sachs
2
Goldman Sachs
New York
$108M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$119M
4
Morgan Stanley
4
Morgan Stanley
New York
$50.3M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$97M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142M
2
Millennium Management
2
Millennium Management
New York
$25.8M
3
BlackRock
3
BlackRock
New York
$614M
4
Skandinaviska Enskilda Banken (SEB)
4
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.89M
5
PAM
5
Panagora Asset Management
Massachusetts
$39.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$652M 25,301,518 +9,042 +0%
BlackRock
2
BlackRock
New York
$614M 23,863,223 -1,725,123 -7%
State Street
3
State Street
Massachusetts
$264M 10,248,471 +306,285 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$182M 7,061,902 +881,000 +14%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$163M 6,333,413 +2,077 +0%
Caisse de Depot et Placement du Quebec (CDPQ)
6
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142M 5,513,975 -2,943,500 -35%
JAM
7
Jupiter Asset Management
United Kingdom
$129M 5,008,271 +669,971 +15%
Artisan Partners
8
Artisan Partners
Wisconsin
$119M 4,607,394 +1,893,152 +70%
Goldman Sachs
9
Goldman Sachs
New York
$108M 4,210,410 +2,341,537 +125%
AAMU
10
Amundi Asset Management US
Massachusetts
$103M 4,004,112 -454,557 -10%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$97M 3,768,828 +2,638,607 +233%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$97M 3,766,295 +1,245,692 +49%
APG Asset Management
13
APG Asset Management
Netherlands
$95.1M 4,288,549 -38,500 -0.9%
Northern Trust
14
Northern Trust
Illinois
$88.2M 3,424,080 +139,291 +4%
American Century Companies
15
American Century Companies
Missouri
$82.3M 3,194,403 +435,367 +16%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$74.7M 2,904,518 -140,173 -5%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$67.9M 2,636,931 +512,687 +24%
Norges Bank
18
Norges Bank
Norway
$62.1M 2,412,788 -177,478 -7%
Invesco
19
Invesco
Georgia
$62M 2,409,523 +245,159 +11%
Morgan Stanley
20
Morgan Stanley
New York
$50.3M 1,952,712 +1,495,682 +327%
UBS AM
21
UBS AM
Illinois
$46.4M 1,803,613 +47,975 +3%
Wells Fargo
22
Wells Fargo
California
$42.9M 1,665,147 +371,304 +29%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$41.9M 1,614,007 -820,913 -34%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$41.4M 1,607,200 -23,400 -1%
PAM
25
Panagora Asset Management
Massachusetts
$39.9M 1,549,681 -1,201,444 -44%
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