HRB icon

H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.79B invested in H&R Block in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
444
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
58
Increased
168
Reduced
157
Closed
48
Calls
$228M
Puts
$48.2M
Net Calls
+$180M
Net Calls Change
+$146M

Top Buyers

1
First Manhattan
1
First Manhattan
New York
$208M
2
BG
2
BlackRock Group
United Kingdom
$158M
3
CGI
3
CI Global Investments
California
$155M
4
BA
4
BlackRock Advisors
Delaware
$62.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$772M

Top Sellers

1
HCM
1
Hoplite Capital Management
New York
$0
2
CCM
2
Cantillon Capital Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$199M
4
NRC
4
North Run Capital
Massachusetts
$0
5
AR
5
Advisory Research
Illinois
$59.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
226
Commerzbank Aktiengesellschaft
Germany
$1.23M 38,415 -11,833 -24%
CIBC Asset Management
227
CIBC Asset Management
Ontario, Canada
$1.21M 37,576 -107 -0.3%
Nordea Investment Management
228
Nordea Investment Management
Sweden
$1.2M 37,391 +5,000 +15%
William Blair & Company
229
William Blair & Company
Illinois
$1.19M 37,242 +3,180 +9%
MSA
230
Mason Street Advisors
Wisconsin
$1.14M 35,448 -38,901 -52%
LWM
231
Lyons Wealth Management
Florida
$1.11M 34,504 +117 +0.3%
BNP Paribas Financial Markets
232
BNP Paribas Financial Markets
France
$1.09M 34,072 -151,041 -82%
BNP Paribas Asset Management
233
BNP Paribas Asset Management
France
$1.09M 33,947 +26,514 +357%
LS
234
Livforsakringsbolaget Skandia
Sweden
$1.08M 33,683 -5,600 -14%
HI
235
HBK Investments
Texas
$1.06M 33,000 +33,000 New
RFC
236
Regions Financial Corp
Alabama
$1.06M 32,914 +132 +0.4%
WAM
237
World Asset Management
Michigan
$1.04M 32,465 -240 -0.7%
CCIA
238
Campbell & Co Investment Adviser
Maryland
$1.03M 31,985 +31,985 New
NMERB
239
New Mexico Educational Retirement Board
New Mexico
$1.02M 31,940 -1,400 -4%
COPPSERS
240
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.01M 31,577 -18,631 -37%
GIA
241
Gateway Investment Advisers
Ohio
$1.01M 31,583 -281 -0.9%
Nuveen Asset Management
242
Nuveen Asset Management
Illinois
$1.01M 31,326 +11,305 +56%
Nomura Asset Management
243
Nomura Asset Management
Japan
$1M 31,190 -1,460 -4%
MAM
244
Martingale Asset Management
Massachusetts
$980K 30,548 -272,987 -90%
Loomis, Sayles & Company
245
Loomis, Sayles & Company
Massachusetts
$974K 30,375 +16,455 +118%
LP
246
LMR Partners
United Kingdom
$970K 30,227 -23,299 -44%
MOACM
247
Mutual of America Capital Management
New York
$967K 30,141 +336 +1%
LCM
248
Landscape Capital Management
New Jersey
$965K 30,100 +30,100 New
ACP
249
Ashfield Capital Partners
California
$962K 30,000 – –
AI
250
Atria Investments
North Carolina
$949K 29,588 +6,366 +27%
8 9
10
11 12