HRB icon

H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.28B invested in H&R Block in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
12.31%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
48
Increased
160
Reduced
143
Closed
43
Calls
$336M
Puts
$161M
Net Calls
+$174M
Net Calls Change
-$3.01M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
2
Vanguard Group
Vanguard Group
Pennsylvania
$677M
3
American Century Companies
American Century Companies
Missouri
$64.8M
4
WCMNY
Westchester Capital Management (New York)
New York
$53.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$125M

Top Sellers

1
SIG
Senator Investment Group
New York
$85.3M
2
Viking Global Investors
Viking Global Investors
Connecticut
$96.9M
3
Morgan Stanley
Morgan Stanley
New York
$79.9M
4
Norges Bank
Norges Bank
Norway
$70.4M
5
Marshall Wace
Marshall Wace
United Kingdom
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
251
White Pine Capital
Minnesota
$926K – – –
MOACM
252
Mutual of America Capital Management
New York
$917K +$20.4K +659 +2%
GL
253
GLG LLC
New York
$904K -$14.5M -467,033 -94%
CBOA
254
Commonwealth Bank of Australia
Australia
$880K +$55.8K +1,800 +7%
VAM
255
Visium Asset Management
New York
$875K +$639K +20,603 +270%
HighTower Advisors
256
HighTower Advisors
Illinois
$874K +$17.9K +578 +2%
SFP
257
Santa Fe Partners
New Mexico
$847K -$2.18M -70,404 -72%
MNBTD
258
Moody National Bank Trust Division
Texas
$842K – – –
RFC
259
Regions Financial Corp
Alabama
$831K +$831K +26,812 New
ALA
260
Atherton Lane Advisers
California
$806K +$111K +3,580 +16%
NBC
261
Neuberger Berman Canada
Ontario, Canada
$800K +$800K +25,800 New
OIA
262
Optimum Investment Advisors
Illinois
$780K – – –
Nuveen Asset Management
263
Nuveen Asset Management
Illinois
$753K +$158K +5,100 +27%
SAM
264
Securian Asset Management
Minnesota
$749K -$3.1K -100 -0.4%
HT
265
HAP Trading
New York
$749K +$749K +24,153 New
PP
266
Paloma Partners
Connecticut
$747K +$149K +4,792 +25%
TMAM
267
Tokio Marine Asset Management
Japan
$741K -$56.7K -1,829 -7%
KCM
268
KSA Capital Management
New Jersey
$723K +$723K +23,300 New
WCM
269
Wedge Capital Management
North Carolina
$683K +$683K +22,025 New
KRS
270
Kentucky Retirement Systems
Kentucky
$664K +$664K +21,401 New
LOAMS
271
Lombard Odier Asset Management (Switzerland)
Switzerland
$658K +$658K +21,100 New
LSERS
272
Louisiana State Employees Retirement System
Louisiana
$654K -$12.4K -400 -2%
IH
273
IFC Holdings
Florida
$653K +$384K +12,378 +143%
AI
274
Atria Investments
North Carolina
$646K +$74.2K +2,394 +13%
HPC
275
HM Payson & Co
Maine
$644K -$37.2K -1,200 -5%
9 10
11
12 13