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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 %
NSEDCP
276
NJ State Employees Deferred Compensation Plan
New Jersey
$523K – – –
MAM
277
Meeder Asset Management
Ohio
$507K +$11.3K +390 +2%
Cambridge Investment Research Advisors
278
Cambridge Investment Research Advisors
Iowa
$486K +$82.9K +2,853 +21%
AAM
279
Aston Asset Management
Illinois
$485K -$286K -9,784 -37%
BF
280
BOK Financial
Oklahoma
$482K – – –
Zurich Cantonal Bank
281
Zurich Cantonal Bank
Switzerland
$475K +$22.2K +764 +5%
SCA
282
SAC Capital Advisors
Connecticut
$468K -$2.36M -81,161 -83%
NIM
283
NuWave Investment Management
New Jersey
$462K -$84.6K -2,910 -15%
SIM
284
Sentry Investment Management
Wisconsin
$444K -$151K -5,200 -25%
Axa
285
Axa
France
$438K – – –
OPTFSNA
286
Old Point Trust & Financial Services N A
Virginia
$436K – – –
VFS
287
VSR Financial Services
Kansas
$432K +$50.8K +1,749 +13%
BCM
288
Beck Capital Management
Texas
$426K +$426K +14,640 New
Allianz Asset Management
289
Allianz Asset Management
Germany
$401K +$206K +7,111 +106%
CC
290
Cipher Capital
New York
$398K +$398K +13,721 New
CCG
291
Cypress Capital Group
Florida
$397K +$397K +13,671 New
CCM
292
Covington Capital Management
California
$389K – – –
LIC
293
Lodestar Investment Counsel
Illinois
$383K – – –
AI
294
Atria Investments
North Carolina
$368K +$57.8K +1,992 +19%
Commonwealth Equity Services
295
Commonwealth Equity Services
Massachusetts
$361K +$1.92K +66 +0.5%
PCM
296
Parsons Capital Management
Rhode Island
$351K -$5.8K -200 -2%
PA
297
Profund Advisors
Maryland
$351K +$74K +2,551 +27%
AIM
298
abrdn Investment Management
United Kingdom
$349K +$7.79K +268 +2%
GT
299
Glenmede Trust
Pennsylvania
$348K – – –
DnB Asset Management
300
DnB Asset Management
Norway
$345K -$17.4K -600 -5%
10 11
12
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