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H&R Block
HRB

Overview Fund Activity

428 hedge funds and large institutions have $5.33B invested in H&R Block in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 146 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-21
Holders Change %
-4.68%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-81.82%
% of All Funds
0.05%
New
52
Increased
166
Reduced
146
Closed
68
Calls
$43.5M
Puts
$19.8M
Net Calls
+$23.7M
Net Calls Change
-$939K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$491M
2
Bank of America
Bank of America
North Carolina
$271M
3
VNIM
Vaughan Nelson Investment Management
Texas
$51.3M
4
WHG
Westwood Holdings Group
Texas
$52.8M
5
TSW
Thompson Siegel & Walmsley
Virginia
$59.3M

Top Sellers

1
CGI
CI Global Investments
California
$46.9M
2
Boston Partners
Boston Partners
Massachusetts
$36.2M
3
American Century Companies
American Century Companies
Missouri
$0
4
GT
Glenmede Trust
Pennsylvania
$1.92M
5
Vanguard Group
Vanguard Group
Pennsylvania
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
251
Franklin Resources
California
$581K +$23.8K +900 +4%
FP
252
FDO Partners
Massachusetts
$575K +$575K +21,765 New
KRS
253
Kentucky Retirement Systems
Kentucky
$573K +$99.4K +3,762 +21%
IH
254
IFC Holdings
Florida
$552K – – –
SG Americas Securities
255
SG Americas Securities
New York
$551K +$360K +13,620 +189%
CIA
256
Capital Investment Advisors
Georgia
$550K +$231K +8,730 +72%
MF
257
Magnetar Financial
Illinois
$544K +$236K +8,927 +76%
TG
258
TCW Group
California
$541K -$6.82M -258,122 -93%
ST
259
Spot Trading
Illinois
$529K +$465K +17,593 +721%
RC
260
RBF Capital
California
$528K – – –
DL
261
Delta Lloyd
Netherlands
$522K – – –
MCM
262
McRae Capital Management
New Jersey
$521K +$521K +19,725 New
OAC
263
OMERS Administration Corp
Ontario, Canada
$513K -$97.8K -3,700 -16%
LPL Financial
264
LPL Financial
California
$481K -$85K -3,343 -15%
QIM
265
Quantitative Investment Management
Virginia
$470K +$470K +17,800 New
COPPSERS
266
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$463K +$55.5K +2,099 +14%
MAM
267
Martingale Asset Management
Massachusetts
$460K – – –
AMI
268
Amica Mutual Insurance
Rhode Island
$459K – – –
NSEDCP
269
NJ State Employees Deferred Compensation Plan
New Jersey
$458K – – –
MAM
270
Meeder Asset Management
Ohio
$456K -$152K -5,754 -25%
SMDAM
271
Sumitomo Mitsui DS Asset Management
Japan
$456K +$1.48K +56 +0.3%
Jane Street
272
Jane Street
New York
$449K +$157K +5,933 +54%
PAM
273
Panagora Asset Management
Massachusetts
$447K -$30.2K -1,143 -6%
WIP
274
Wellesley Investment Partners
Massachusetts
$447K +$9.12K +345 +2%
GIA
275
Gateway Investment Advisers
Ohio
$444K -$201K -7,610 -31%
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