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H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.89B invested in H&R Block in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 140 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+30
Holders Change %
+7.61%
% of All Funds
12.19%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
70
Increased
140
Reduced
146
Closed
37
Calls
$226M
Puts
$48.7M
Net Calls
+$177M
Net Calls Change
+$102M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$165M
2
Morgan Stanley
Morgan Stanley
New York
$157M
3
CCM
Cantillon Capital Management
New York
$80.1M
4
Norges Bank
Norges Bank
Norway
$140M
5
Victory Capital Management
Victory Capital Management
Texas
$67.2M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$200M
2
SC
Sculptor Capital
New York
$8.38M
3
JHIU
Janus Henderson Investors US
Colorado
$12.7M
4
HCM
Hoplite Capital Management
New York
$123M
5
MCMC
Matrix Capital Management Company
New Hampshire
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
226
Teachers Retirement System of the State of Kentucky
Kentucky
$1.46M – – –
LCOV
227
London Company of Virginia
Virginia
$1.42M +$1.15M +34,300 +426%
William Blair & Company
228
William Blair & Company
Illinois
$1.36M -$43.2K -1,288 -3%
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$1.32M +$87.4K +2,606 +7%
LS
230
Livforsakringsbolaget Skandia
Sweden
$1.32M – – –
DT
231
Diversified Trust
Tennessee
$1.26M +$1.26M +37,699 New
WAM
232
World Asset Management
Michigan
$1.26M +$1.78K +53 +0.1%
LP
233
LMR Partners
United Kingdom
$1.25M +$1.25M +37,214 New
Capital Fund Management (CFM)
234
Capital Fund Management (CFM)
France
$1.24M -$2.9M -86,647 -70%
EMG
235
Ellington Management Group
Connecticut
$1.23M +$1.23M +36,600 New
SB
236
Suntrust Banks
Georgia
$1.21M -$95.5K -2,851 -7%
CCM
237
Cadence Capital Management
Massachusetts
$1.2M -$978K -29,185 -45%
NMERB
238
New Mexico Educational Retirement Board
New Mexico
$1.2M – – –
PAG
239
Private Advisor Group
New Jersey
$1.19M +$441K +13,153 +59%
SC
240
Scotia Capital
Ontario, Canada
$1.18M +$57K +1,699 +5%
Nomura Asset Management
241
Nomura Asset Management
Japan
$1.11M +$6.7K +200 +0.6%
GIA
242
Gateway Investment Advisers
Ohio
$1.1M +$141K +4,200 +15%
GMIM
243
General Motors Investment Management
New York
$1.09M +$1.09M +32,485 New
MC
244
Menta Capital
California
$1.05M +$778K +23,200 +290%
ANRIA
245
American National Registered Investment Advisor
Texas
$1.03M – – –
LWM
246
Lyons Wealth Management
Florida
$1.02M +$189K +5,661 +23%
Asset Management One
247
Asset Management One
Japan
$1.01M – – –
ACP
248
Ashfield Capital Partners
California
$1.01M – – –
WPC
249
White Pine Capital
Minnesota
$1M +$5.03K +150 +0.5%
MOACM
250
Mutual of America Capital Management
New York
$969K -$19.7K -589 -2%
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