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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.79%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$244M
2
LCOV
2
London Company of Virginia
Virginia
$140M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$509M
4
SCM
4
Smead Capital Management
Arizona
$86.8M
5
AR
5
Advisory Research
Illinois
$74.1M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$1.68B
2
AIG
2
American International Group
New York
$4.32M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$439M
4
Boston Partners
4
Boston Partners
Massachusetts
$98.1M
5
OC
5
Orange Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
226
Ashfield Capital Partners
California
$999K – – –
Janney Montgomery Scott
227
Janney Montgomery Scott
Pennsylvania
$978K +$50.7K +1,524 +5%
LS
228
Livforsakringsbolaget Skandia
Sweden
$975K – – –
DADC
229
D.A. Davidson & Co
Montana
$937K -$166K -4,986 -15%
GS
230
GAM Systematic
United Kingdom
$930K +$930K +27,916 New
HW
231
Hancock Whitney
Mississippi
$929K +$33.3K +1,000 +4%
Millennium Management
232
Millennium Management
New York
$928K -$81.4M -2,443,629 -99%
CBOA
233
Commonwealth Bank of Australia
Australia
$918K +$96K +2,883 +12%
Nomura Asset Management
234
Nomura Asset Management
Japan
$916K -$160K -4,800 -15%
CSS
235
Cubist Systematic Strategies
Connecticut
$916K +$189K +5,668 +26%
MOACM
236
Mutual of America Capital Management
New York
$883K -$146K -4,380 -14%
OI
237
Oakbrook Investments
Illinois
$873K -$280K -8,400 -24%
WAM
238
World Asset Management
Michigan
$873K -$116K -3,473 -12%
DCM
239
Dupont Capital Management
Delaware
$863K -$3.04M -91,200 -78%
RJA
240
Raymond James & Associates
Florida
$859K -$5.06M -152,016 -85%
NMERB
241
New Mexico Educational Retirement Board
New Mexico
$854K -$177K -5,300 -17%
Federated Hermes
242
Federated Hermes
Pennsylvania
$845K +$562K +16,857 +199%
ANRIA
243
American National Registered Investment Advisor
Texas
$819K – – –
DT
244
Diversified Trust
Tennessee
$815K +$229K +6,860 +39%
GIA
245
Gateway Investment Advisers
Ohio
$813K -$148K -4,435 -15%
SB
246
Suntrust Banks
Georgia
$801K +$112K +3,363 +16%
LWM
247
Lyons Wealth Management
Florida
$788K -$299K -9,009 -28%
OIA
248
Optimum Investment Advisors
Illinois
$778K – – –
OAC
249
OMERS Administration Corp
Ontario, Canada
$769K -$9.35M -280,900 -92%
CAM
250
Capstone Asset Management
Texas
$767K +$4.33K +130 +0.6%
8 9
10
11 12