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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 closing their positions.

Holders
444
Holders Change
–
Holders Change %
0%
% of All Funds
11.97%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.22%
New
64
Increased
169
Reduced
140
Closed
59
Calls
$318M
Puts
$88.7M
Net Calls
+$229M
Net Calls Change
+$49.6M

Top Buyers

1
ECP
1
Empyrean Capital Partners
California
$48.9M
2
CGI
2
CI Global Investments
California
$191M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$48.6M
4
EA
4
Euclid Advisors
Connecticut
$41.1M
5
Millennium Management
5
Millennium Management
New York
$37.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$463M
2
SIG
2
Senator Investment Group
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13M
5
DC
5
Davenport & Co
Virginia
$589K
Name Market Value Shares Shares
Change 		Shares
Change %
Balyasny Asset Management
226
Balyasny Asset Management
Illinois
$1.26M 42,550 +42,550 New
Zurich Cantonal Bank
227
Zurich Cantonal Bank
Switzerland
$1.22M 41,039 +2,242 +6%
Korea Investment Corp
228
Korea Investment Corp
South Korea
$1.2M 40,600 +1,400 +4%
NMIMC
229
Northwestern Mutual Investment Management Company
Wisconsin
$1.2M 40,466 +88 +0.2%
TRSOTSOK
230
Teachers Retirement System of the State of Kentucky
Kentucky
$1.2M 40,300 – –
EMG
231
Ellington Management Group
Connecticut
$1.19M 40,236 +26,936 +203%
CA
232
Commerzbank Aktiengesellschaft
Germany
$1.17M 39,518 +1,103 +3%
GCP
233
GSA Capital Partners
United Kingdom
$1.17M 39,372 -102,599 -72%
Alyeska Investment Group
234
Alyeska Investment Group
Illinois
$1.16M 38,970 -949,943 -96%
SB
235
Suntrust Banks
Georgia
$1.13M 38,183 -659 -2%
CIBC Asset Management
236
CIBC Asset Management
Ontario, Canada
$1.13M 38,010 +434 +1%
CNB
237
City National Bank
California
$1.11M 37,376 -9,454 -20%
TH
238
Timber Hill
Connecticut
$1.08M 36,357 +14,518 +66%
PP
239
Paloma Partners
Connecticut
$1.07M 35,987 +15,941 +80%
MSA
240
Mason Street Advisors
Wisconsin
$1.05M 35,442 -6 -0%
LWM
241
Lyons Wealth Management
Florida
$1.05M 35,546 +1,042 +3%
Mitsubishi UFJ Asset Management
242
Mitsubishi UFJ Asset Management
Japan
$1.03M 34,679 -32,129 -48%
NCCM
243
Nine Chapters Capital Management
New Jersey
$1.01M 34,100 +34,100 New
LS
244
Livforsakringsbolaget Skandia
Sweden
$998K 33,683 – –
Nomura Asset Management
245
Nomura Asset Management
Japan
$925K 31,190 – –
GIA
246
Gateway Investment Advisers
Ohio
$916K 30,894 -689 -2%
COPPSERS
247
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$916K 30,908 -669 -2%
MC
248
Menta Capital
California
$913K 30,786 -31,214 -50%
CA
249
Cetera Advisors
Colorado
$907K 30,428 +30,428 New
MOACM
250
Mutual of America Capital Management
New York
$905K 30,506 +365 +1%
8 9
10
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