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H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.28B invested in H&R Block in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
12.31%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
48
Increased
160
Reduced
143
Closed
43
Calls
$336M
Puts
$161M
Net Calls
+$174M
Net Calls Change
-$3.01M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
2
Vanguard Group
Vanguard Group
Pennsylvania
$677M
3
American Century Companies
American Century Companies
Missouri
$64.8M
4
WCMNY
Westchester Capital Management (New York)
New York
$53.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$125M

Top Sellers

1
SIG
Senator Investment Group
New York
$85.3M
2
Viking Global Investors
Viking Global Investors
Connecticut
$96.9M
3
Morgan Stanley
Morgan Stanley
New York
$79.9M
4
Norges Bank
Norges Bank
Norway
$70.4M
5
Marshall Wace
Marshall Wace
United Kingdom
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
226
State of Tennessee, Department of Treasury
Tennessee
$1.44M – – –
ACM
227
Argyle Capital Management
Pennsylvania
$1.43M – – –
Mitsubishi UFJ Asset Management
228
Mitsubishi UFJ Asset Management
Japan
$1.38M -$264K -8,497 -16%
PAM
229
Princeton Alpha Management
New Jersey
$1.37M +$870K +28,063 +175%
TRSOTSOK
230
Teachers Retirement System of the State of Kentucky
Kentucky
$1.35M – – –
CCM
231
Cadence Capital Management
Massachusetts
$1.32M +$207K +6,689 +19%
LCOV
232
London Company of Virginia
Virginia
$1.31M – – –
HA
233
Havens Advisors
New York
$1.27M +$1.27M +41,000 New
OI
234
Oakbrook Investments
Illinois
$1.27M -$1.41M -45,600 -53%
William Blair & Company
235
William Blair & Company
Illinois
$1.26M +$2.64K +85 +0.2%
WAM
236
World Asset Management
Michigan
$1.23M +$64.5K +2,080 +6%
Federated Hermes
237
Federated Hermes
Pennsylvania
$1.22M -$256K -8,248 -17%
LS
238
Livforsakringsbolaget Skandia
Sweden
$1.22M – – –
NMERB
239
New Mexico Educational Retirement Board
New Mexico
$1.14M +$27.9K +900 +3%
Janney Montgomery Scott
240
Janney Montgomery Scott
Pennsylvania
$1.09M -$128K -4,116 -10%
GMIM
241
General Motors Investment Management
New York
$1.05M +$46.7K +1,507 +5%
GIA
242
Gateway Investment Advisers
Ohio
$1.01M +$1.55K +50 +0.2%
Nomura Asset Management
243
Nomura Asset Management
Japan
$1.01M -$15.5K -500 -2%
SB
244
Suntrust Banks
Georgia
$971K -$145K -4,687 -13%
ANRIA
245
American National Registered Investment Advisor
Texas
$955K – – –
Nordea Investment Management
246
Nordea Investment Management
Sweden
$955K +$180K +5,800 +23%
Asset Management One
247
Asset Management One
Japan
$939K – – –
B
248
Baird
Wisconsin
$933K +$933K +30,090 New
ACP
249
Ashfield Capital Partners
California
$930K – – –
CA
250
Continental Advisors
Utah
$930K +$930K +30,000 New
8 9
10
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