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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $6.78B invested in H&R Block in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 172 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+7
Holders Change %
+1.82%
% of All Funds
11.36%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
50
Increased
107
Reduced
172
Closed
41
Calls
$120M
Puts
$95.3M
Net Calls
+$24.5M
Net Calls Change
-$35.9M

Top Buyers

1
AIG
1
American International Group
New York
$270M
2
SC
2
Sculptor Capital
New York
$161M
3
NRC
3
North Run Capital
Massachusetts
$44.8M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$510M
5
FA
5
Friess Associates
Delaware
$29.2M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$9.49M
2
LPC
2
Lone Pine Capital
Connecticut
$0
3
SCA
3
Southpoint Capital Advisors
New York
$43.6M
4
State Street
4
State Street
Massachusetts
$330M
5
HCM
5
Hoplite Capital Management
New York
$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
251
Optimum Investment Advisors
Illinois
$792K -$7.26K -250 -0.9%
WT
252
Wilmington Trust
Delaware
$784K -$26.1K -900 -3%
AAM
253
Aberdeen Asset Management
United Kingdom
$754K – – –
MC
254
Menta Capital
California
$735K +$735K +25,300 New
SAM
255
Securian Asset Management
Minnesota
$703K -$6.13K -211 -0.9%
CAM
256
Capstone Asset Management
Texas
$693K -$559K -19,261 -45%
Los Angeles Capital Management
257
Los Angeles Capital Management
California
$692K -$4.28M -147,300 -86%
CNB
258
City National Bank
California
$687K – – –
HighTower Advisors
259
HighTower Advisors
Illinois
$677K -$9.59K -330 -1%
KRS
260
Kentucky Retirement Systems
Kentucky
$655K -$5.43K -187 -0.8%
LSERS
261
Louisiana State Employees Retirement System
Louisiana
$639K +$639K +22,000 New
TH
262
Timber Hill
Connecticut
$607K +$607K +20,913 New
AA
263
ALPS Advisors
Colorado
$604K -$17.6M -577,892 -97%
QSS
264
Quantitative Systematic Strategies
Florida
$596K +$596K +20,471 New
Nuveen Asset Management
265
Nuveen Asset Management
Illinois
$590K -$554K -19,079 -48%
MAM
266
Martingale Asset Management
Massachusetts
$585K -$2M -68,830 -77%
RC
267
RBF Capital
California
$581K – – –
DCM
268
Dynamic Capital Management
Jersey
$564K -$1.08M -37,153 -66%
Nordea Investment Management
269
Nordea Investment Management
Sweden
$562K – – –
FCAM
270
F&C Asset Management
United Kingdom
$557K +$37.8K +1,300 +7%
V
271
Veritable
Delaware
$549K -$63.4K -2,185 -10%
LWM
272
Lyons Wealth Management
Florida
$545K +$545K +18,712 New
QIM
273
Quantitative Investment Management
Virginia
$540K +$540K +18,600 New
KeyBank National Association
274
KeyBank National Association
Ohio
$538K -$10.3K -356 -2%
PP
275
PDT Partners
New York
$526K -$2.64M -90,749 -83%
9 10
11
12 13