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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $8.16B invested in H&R Block in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 148 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+13
Holders Change %
+3.07%
% of All Funds
11.66%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
66
Increased
149
Reduced
148
Closed
48
Calls
$91.9M
Puts
$58.6M
Net Calls
+$33.3M
Net Calls Change
-$141M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$194M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$388M
3
First Manhattan
First Manhattan
New York
$104M
4
CGI
CI Global Investments
California
$79.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$280M

Top Sellers

1
TP
Third Point
New York
$0
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
WCMNY
Westchester Capital Management (New York)
New York
$0
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$86.5M
5
Renaissance Technologies
Renaissance Technologies
New York
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
251
Diversified Trust
Tennessee
$928K +$928K +27,541 New
LPL Financial
252
LPL Financial
California
$894K +$314K +9,317 +54%
Federated Hermes
253
Federated Hermes
Pennsylvania
$882K -$444K -13,169 -33%
B
254
Barings
North Carolina
$866K -$1.24M -36,800 -59%
ALA
255
Atherton Lane Advisers
California
$862K -$13.8K -410 -2%
ANRIA
256
American National Registered Investment Advisor
Texas
$857K -$180K -5,345 -17%
OIA
257
Optimum Investment Advisors
Illinois
$847K – – –
SAM
258
Securian Asset Management
Minnesota
$832K +$18.5K +549 +2%
R
259
RQSI
Bahamas
$826K +$826K +24,511 New
RFC
260
Russell Frank Company
Washington
$814K -$4.16M -123,559 -84%
PAG
261
Private Advisor Group
New Jersey
$799K +$799K +23,727 New
Wellington Management Group
262
Wellington Management Group
Massachusetts
$796K -$2.98M -88,615 -79%
KBC Group
263
KBC Group
Belgium
$789K +$160K +4,757 +25%
KCM
264
KSA Capital Management
New Jersey
$785K – – –
AI
265
Atria Investments
North Carolina
$782K +$80.3K +2,384 +11%
VAM
266
Visium Asset Management
New York
$768K -$184K -5,452 -19%
MCM
267
Mork Capital Management
California
$751K +$751K +22,300 New
WCM
268
Wedge Capital Management
North Carolina
$743K +$842 +25 +0.1%
SM
269
Stratton Management
Pennsylvania
$738K +$185K +5,500 +34%
MNBTD
270
Moody National Bank Trust Division
Texas
$735K -$178K -5,300 -20%
SC
271
Scotia Capital
Ontario, Canada
$728K +$33K +980 +5%
CM
272
Churchill Management
California
$727K +$30.9K +918 +4%
Parallax Volatility Advisers
273
Parallax Volatility Advisers
California
$711K -$2.33M -69,221 -77%
IH
274
IFC Holdings
Florida
$708K – – –
LSERS
275
Louisiana State Employees Retirement System
Louisiana
$697K -$13.5K -400 -2%
9 10
11
12 13