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H&R Block
HRB

Overview Fund Activity

376 hedge funds and large institutions have $6.49B invested in H&R Block in 2013 Q2 according to their latest regulatory filings, with 376 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+376
Holders Change %
–
% of All Funds
12.28%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
%
% of All Funds
0.56%
New
376
Increased
–
Reduced
–
Closed
–
Calls
$162M
Puts
$78.5M
Net Calls
+$84M
Net Calls Change
+$84M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
251
Mutual of America Capital Management
New York
$777K +$777K +28,018 New
IPRC
252
Indices-Pac Research Corporation
New Jersey
$758K +$758K +27,332 New
AAM
253
Aberdeen Asset Management
United Kingdom
$748K +$748K +26,941 New
NCCM
254
Nine Chapters Capital Management
New Jersey
$716K +$716K +25,800 New
MAA
255
Managed Account Advisors
New Jersey
$713K +$713K +25,681 New
PP
256
Paloma Partners
Connecticut
$698K +$698K +25,164 New
KeyBank National Association
257
KeyBank National Association
Ohio
$689K +$689K +24,799 New
SAM
258
Securian Asset Management
Minnesota
$664K +$664K +23,910 New
LS
259
Livforsakringsbolaget Skandia
Sweden
$608K +$608K +21,900 New
SC
260
Scotia Capital
Ontario, Canada
$580K +$580K +20,916 New
PAM
261
Panagora Asset Management
Massachusetts
$579K +$579K +20,877 New
William Blair & Company
262
William Blair & Company
Illinois
$570K +$570K +20,558 New
RC
263
RBF Capital
California
$555K +$555K +20,000 New
AL
264
Airain Ltd
Guernsey
$552K +$552K +19,906 New
Nordea Investment Management
265
Nordea Investment Management
Sweden
$537K +$537K +19,363 New
SIM
266
Sentry Investment Management
Wisconsin
$500K +$500K +18,000 New
GLA
267
Great Lakes Advisors
Illinois
$500K +$500K +18,000 New
NSEDCP
268
NJ State Employees Deferred Compensation Plan
New Jersey
$500K +$500K +18,000 New
MAM
269
Martingale Asset Management
Massachusetts
$483K +$483K +17,404 New
MAM
270
Meeder Asset Management
Ohio
$472K +$472K +16,997 New
V
271
Veritable
Delaware
$442K +$442K +15,944 New
ACM
272
Azimuth Capital Management
Michigan
$438K +$438K +15,800 New
OPTFSNA
273
Old Point Trust & Financial Services N A
Virginia
$416K +$416K +15,000 New
Axa
274
Axa
France
$416K +$416K +14,995 New
SIC
275
Schwartz Investment Counsel
Michigan
$416K +$416K +15,000 New
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