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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $6.78B invested in H&R Block in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 172 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+7
Holders Change %
+1.82%
% of All Funds
11.36%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
50
Increased
107
Reduced
172
Closed
41
Calls
$120M
Puts
$95.3M
Net Calls
+$24.5M
Net Calls Change
-$35.9M

Top Buyers

1
AIG
American International Group
New York
$270M
2
SC
Sculptor Capital
New York
$161M
3
NRC
North Run Capital
Massachusetts
$44.8M
4
Viking Global Investors
Viking Global Investors
Connecticut
$510M
5
FA
Friess Associates
Delaware
$29.2M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$9.49M
2
LPC
Lone Pine Capital
Connecticut
$0
3
SCA
Southpoint Capital Advisors
New York
$43.6M
4
State Street
State Street
Massachusetts
$330M
5
HCM
Hoplite Capital Management
New York
$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
226
Raymond James & Associates
Florida
$1.1M +$183K +6,302 +20%
Janney Montgomery Scott
227
Janney Montgomery Scott
Pennsylvania
$1.08M -$31.9K -1,100 -3%
CIP
228
Centerline Investment Partners
New York
$1.07M +$1.07M +37,000 New
SB
229
Suntrust Banks
Georgia
$1.07M +$25.3K +872 +2%
NCCM
230
Nine Chapters Capital Management
New Jersey
$1.07M -$1.03M -35,600 -49%
Asset Management One
231
Asset Management One
Japan
$1.06M -$4.91K -172 -0.5%
1IC
232
1919 Investment Counsel
Maryland
$1.06M +$29.8K +1,026 +3%
Nomura Asset Management
233
Nomura Asset Management
Japan
$1.05M -$58.4K -2,010 -5%
JIM
234
Jupiter Investment Management
United Kingdom
$1.01M -$2.61M -90,000 -72%
ICM
235
IMS Capital Management
Oregon
$984K – – –
ERSOT
236
Employees Retirement System of Texas
Texas
$958K -$253K -8,700 -21%
MAA
237
Managed Account Advisors
New Jersey
$950K -$155K -5,327 -14%
SMDAM
238
Sumitomo Mitsui DS Asset Management
Japan
$925K +$5.02K +173 +0.5%
Janus Henderson Group
239
Janus Henderson Group
United Kingdom
$910K – – –
ANRIA
240
American National Registered Investment Advisor
Texas
$900K -$4.07K -140 -0.4%
BA
241
Bridgewater Associates
Connecticut
$896K -$1.33M -45,734 -60%
Group One Trading
242
Group One Trading
Illinois
$879K +$879K +30,279 New
ACP
243
Ashfield Capital Partners
California
$871K – – –
SC
244
Scotia Capital
Ontario, Canada
$866K +$86.1K +2,963 +11%
MOACM
245
Mutual of America Capital Management
New York
$862K +$15.2K +523 +2%
NG
246
NatWest Group
United Kingdom
$853K +$131K +4,527 +18%
GIA
247
Gateway Investment Advisers
Ohio
$845K -$13.1K -450 -2%
TMAM
248
Tokio Marine Asset Management
Japan
$833K -$27.3K -939 -3%
HPC
249
HM Payson & Co
Maine
$831K -$14.5K -500 -2%
MNBTD
250
Moody National Bank Trust Division
Texas
$793K -$4.06K -140 -0.5%
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