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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 %
CM
276
Churchill Management
California
$641K -$2.3K -74 -0.4%
SC
277
Scotia Capital
Ontario, Canada
$640K -$451K -14,540 -41%
Zurich Cantonal Bank
278
Zurich Cantonal Bank
Switzerland
$622K – – –
FNYS
279
First New York Securities
New York
$620K +$620K +20,000 New
RC
280
RBF Capital
California
$620K – – –
KBC Group
281
KBC Group
Belgium
$579K -$4.62M -148,767 -89%
AA
282
ALPS Advisors
Colorado
$574K +$574K +18,500 New
V
283
Veritable
Delaware
$569K -$807 -26 -0.1%
NSEDCP
284
NJ State Employees Deferred Compensation Plan
New Jersey
$558K – – –
MAM
285
Meeder Asset Management
Ohio
$557K -$3.38K -109 -0.6%
WBC
286
Westpac Banking Corp
Australia
$530K -$186K -6,000 -26%
LPL Financial
287
LPL Financial
California
$526K +$321K +10,536 +157%
CAM
288
Capstone Asset Management
Texas
$513K +$6.52K +210 +1%
Cambridge Investment Research Advisors
289
Cambridge Investment Research Advisors
Iowa
$512K +$20.8K +671 +4%
SM
290
Stratton Management
Pennsylvania
$509K -$171K -5,500 -25%
AP
291
AHL Partners
United Kingdom
$496K +$496K +16,003 New
ZIM
292
Zacks Investment Management
Illinois
$479K +$479K +15,449 New
CL
293
Choreo LLC
Illinois
$472K – – –
OPTFSNA
294
Old Point Trust & Financial Services N A
Virginia
$465K – – –
JIM
295
Jensen Investment Management
Oregon
$460K +$460K +14,820 New
GH
296
GAM Holding
Switzerland
$431K -$27.9K -900 -6%
CG
297
Clinton Group
New York
$423K +$423K +13,649 New
Commonwealth Equity Services
298
Commonwealth Equity Services
Massachusetts
$421K +$3.35K +108 +0.8%
IMS
299
Index Management Solutions
Pennsylvania
$417K +$383K +12,350 +1,125%
LIC
300
Lodestar Investment Counsel
Illinois
$409K – – –
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