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H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.89B invested in H&R Block in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 140 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+30
Holders Change %
+7.61%
% of All Funds
12.19%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
70
Increased
140
Reduced
146
Closed
37
Calls
$226M
Puts
$48.7M
Net Calls
+$177M
Net Calls Change
+$102M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$156M
2
Morgan Stanley
Morgan Stanley
New York
+$111M
3
CCM
Cantillon Capital Management
New York
+$80.1M
4
Norges Bank
Norges Bank
Norway
+$71.3M
5
Victory Capital Management
Victory Capital Management
Texas
+$67.2M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$356M
2
SC
Sculptor Capital
New York
-$134M
3
JHIU
Janus Henderson Investors US
Colorado
-$71.1M
4
HCM
Hoplite Capital Management
New York
-$67.6M
5
MCMC
Matrix Capital Management Company
New Hampshire
-$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHC
251
Hutchin Hill Capital
New York
$952K -$17.5M -521,600 -95%
SMDAM
252
Sumitomo Mitsui DS Asset Management
Japan
$927K +$837 +25 +0.1%
HighTower Advisors
253
HighTower Advisors
Illinois
$925K +$90.1K +2,689 +11%
MNBTD
254
Moody National Bank Trust Division
Texas
$910K – – –
WT
255
Wilmington Trust
Delaware
$905K – – –
CBOA
256
Commonwealth Bank of Australia
Australia
$891K -$509K -15,179 -36%
CC
257
Cipher Capital
New York
$890K +$890K +26,545 New
TMAM
258
Tokio Marine Asset Management
Japan
$862K -$55.2K -1,647 -6%
B
259
Barings
North Carolina
$845K +$536K +16,000 +174%
OIA
260
Optimum Investment Advisors
Illinois
$843K -$3.35K -100 -0.4%
Nordea Investment Management
261
Nordea Investment Management
Sweden
$838K +$697K +20,809 +496%
SCM
262
Stux Capital Management
New York
$821K +$821K +24,500 New
SAM
263
Securian Asset Management
Minnesota
$813K -$2.08K -62 -0.3%
BCMU
264
BlueCrest Capital Management (UK)
Guernsey
$807K -$2.54M -75,753 -76%
WBC
265
Westpac Banking Corp
Australia
$774K – – –
ID
266
Integral Derivatives
New York
$772K -$992K -29,600 -56%
ALA
267
Atherton Lane Advisers
California
$751K +$751K +22,415 New
HPC
268
HM Payson & Co
Maine
$737K -$56.3K -1,680 -7%
SIM
269
Spark Investment Management
New York
$737K +$737K +22,000 New
SM
270
Stratton Management
Pennsylvania
$734K +$347K +10,350 +90%
LSERS
271
Louisiana State Employees Retirement System
Louisiana
$721K -$6.71K -200 -0.9%
CM
272
Churchill Management
California
$695K +$695K +20,733 New
Zurich Cantonal Bank
273
Zurich Cantonal Bank
Switzerland
$673K – – –
RC
274
RBF Capital
California
$670K – – –
PP
275
Paloma Partners
Connecticut
$647K +$647K +19,301 New
9 10
11
12 13