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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $8.16B invested in H&R Block in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 148 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+13
Holders Change %
+3.07%
% of All Funds
11.66%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
66
Increased
149
Reduced
148
Closed
48
Calls
$91.9M
Puts
$58.6M
Net Calls
+$33.3M
Net Calls Change
-$141M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$194M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$388M
3
First Manhattan
First Manhattan
New York
$104M
4
CGI
CI Global Investments
California
$79.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$280M

Top Sellers

1
TP
Third Point
New York
$0
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
WCMNY
Westchester Capital Management (New York)
New York
$0
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$86.5M
5
Renaissance Technologies
Renaissance Technologies
New York
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
226
CIBC Asset Management
Ontario, Canada
$1.27M -$309K -9,176 -20%
SB
227
Suntrust Banks
Georgia
$1.24M +$186K +5,529 +18%
Nomura Holdings
228
Nomura Holdings
Japan
$1.19M +$851K +25,617 +248%
Canada Pension Plan Investment Board
229
Canada Pension Plan Investment Board
Ontario, Canada
$1.18M +$871K +25,863 +278%
Janney Montgomery Scott
230
Janney Montgomery Scott
Pennsylvania
$1.16M -$21.4K -635 -2%
LWM
231
Lyons Wealth Management
Florida
$1.16M +$1.16M +34,387 New
William Blair & Company
232
William Blair & Company
Illinois
$1.15M -$220K -6,523 -16%
GMIM
233
General Motors Investment Management
New York
$1.14M -$9.36K -278 -0.8%
NMERB
234
New Mexico Educational Retirement Board
New Mexico
$1.12M -$111K -3,300 -9%
CSS
235
Cubist Systematic Strategies
Connecticut
$1.12M -$1.4M -41,409 -55%
RFC
236
Regions Financial Corp
Alabama
$1.1M +$201K +5,970 +22%
WAM
237
World Asset Management
Michigan
$1.1M -$231K -6,852 -17%
Nomura Asset Management
238
Nomura Asset Management
Japan
$1.1M – – –
Korea Investment Corp
239
Korea Investment Corp
South Korea
$1.1M -$2.84M -84,200 -72%
Nordea Investment Management
240
Nordea Investment Management
Sweden
$1.09M +$53.5K +1,588 +5%
GIA
241
Gateway Investment Advisers
Ohio
$1.07M -$28.5K -847 -3%
Asset Management One
242
Asset Management One
Japan
$1.02M – – –
Zurich Cantonal Bank
243
Zurich Cantonal Bank
Switzerland
$1.02M +$340K +10,100 +50%
ACP
244
Ashfield Capital Partners
California
$1.01M – – –
HighTower Advisors
245
HighTower Advisors
Illinois
$1.01M +$56.6K +1,681 +6%
MOACM
246
Mutual of America Capital Management
New York
$1M +$7.82K +232 +0.8%
HCM
247
Herndon Capital Management
Georgia
$1M +$1M +29,770 New
WPC
248
White Pine Capital
Minnesota
$982K -$23.6K -700 -2%
GL
249
GLG LLC
New York
$982K – – –
CBOA
250
Commonwealth Bank of Australia
Australia
$933K -$22.7K -675 -2%
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10
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