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H&R Block
HRB

Overview Fund Activity

460 hedge funds and large institutions have $4.93B invested in H&R Block in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 38 closing their positions.

Holders
460
Holders Change
+23
Holders Change %
+5.26%
% of All Funds
10.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
65
Increased
150
Reduced
162
Closed
38
Calls
$38.8M
Puts
$82.7M
Net Calls
-$43.9M
Net Calls Change
+$2.5M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$131M
2
Man Group
2
Man Group
United Kingdom
$74.9M
3
HCM
3
Hamlin Capital Management
New York
$47.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$214M
5
Squarepoint
5
Squarepoint
New York
$32.6M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.66M
2
Goldman Sachs
2
Goldman Sachs
New York
$78.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.8M
4
American Century Companies
4
American Century Companies
Missouri
$54.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$43.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$666M 26,239,106 +937,588 +4%
BlackRock
2
BlackRock
New York
$587M 23,126,808 -736,415 -3%
State Street
3
State Street
Massachusetts
$280M 10,912,929 +664,458 +6%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$214M 8,417,662 +1,355,760 +19%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$161M 6,341,912 +8,499 +0.1%
Swedbank
6
Swedbank
Sweden
$131M 5,177,071 +5,177,071 New
JAM
7
Jupiter Asset Management
United Kingdom
$129M 5,095,363 +87,092 +2%
Artisan Partners
8
Artisan Partners
Wisconsin
$107M 4,228,847 -378,547 -8%
Northern Trust
9
Northern Trust
Illinois
$103M 4,052,563 +628,483 +18%
APG Asset Management
10
APG Asset Management
Netherlands
$94.3M 4,250,649 -37,900 -0.9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$82.4M 3,253,810 +349,292 +12%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$80M 3,154,916 -613,912 -16%
Goldman Sachs
13
Goldman Sachs
New York
$78.8M 3,107,706 -1,102,704 -26%
Man Group
14
Man Group
United Kingdom
$74.9M 2,953,050 +2,345,733 +386%
Norges Bank
15
Norges Bank
Norway
$61.2M 2,412,788 – –
AQR Capital Management
16
AQR Capital Management
Connecticut
$61M 2,405,238 +977,811 +69%
American Century Companies
17
American Century Companies
Missouri
$54.1M 2,132,725 -1,061,678 -33%
Wells Fargo
18
Wells Fargo
California
$52.9M 2,085,581 +420,434 +25%
Invesco
19
Invesco
Georgia
$52.9M 2,083,257 -326,266 -14%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$51.2M 2,017,016 +754,195 +60%
Morgan Stanley
21
Morgan Stanley
New York
$48.6M 1,914,396 -38,316 -2%
HCM
22
Hamlin Capital Management
New York
$47.7M 1,880,890 +1,880,890 New
UBS AM
23
UBS AM
Illinois
$46.2M 1,820,767 +17,154 +1%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$43.2M 1,702,681 -934,250 -35%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$39.4M 1,553,500 -53,700 -3%
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