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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
+$139M
3
First Manhattan
First Manhattan
New York
+$91M
4
CGI
CI Global Investments
California
+$79.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$76.4M

Top Sellers

1
TP
Third Point
New York
-$138M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$96.9M
3
WCMNY
Westchester Capital Management (New York)
New York
-$53.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$49.1M
5
Renaissance Technologies
Renaissance Technologies
New York
-$48.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRS
276
Kentucky Retirement Systems
Kentucky
$689K -$31.9K -946 -4%
QIM
277
Quantitative Investment Management
Virginia
$683K +$397K +11,800 +139%
HPC
278
HM Payson & Co
Maine
$679K -$20.2K -600 -3%
Nuveen Asset Management
279
Nuveen Asset Management
Illinois
$674K -$144K -4,265 -18%
RC
280
RBF Capital
California
$674K – – –
VIA
281
Vident Investment Advisory
Georgia
$668K +$668K +19,841 New
MAM
282
Meeder Asset Management
Ohio
$646K +$41.1K +1,222 +7%
CAM
283
Capstone Asset Management
Texas
$617K +$60K +1,780 +11%
SIA
284
Stancorp Investment Advisers
Oregon
$617K +$617K +18,328 New
NSEDCP
285
NJ State Employees Deferred Compensation Plan
New Jersey
$606K – – –
AAM
286
Advisors Asset Management
Colorado
$599K -$1.57M -46,559 -72%
WBC
287
Westpac Banking Corp
Australia
$575K – – –
TMAM
288
Tokio Marine Asset Management
Japan
$569K -$236K -6,998 -29%
AA
289
ALPS Advisors
Colorado
$550K -$73.4K -2,178 -12%
Cambridge Investment Research Advisors
290
Cambridge Investment Research Advisors
Iowa
$550K -$6.84K -203 -1%
NB
291
Norinchukin Bank
Japan
$546K +$174K +5,171 +47%
OPTFSNA
292
Old Point Trust & Financial Services N A
Virginia
$505K – – –
V
293
Veritable
Delaware
$497K -$121K -3,587 -20%
Robeco Institutional Asset Management
294
Robeco Institutional Asset Management
Netherlands
$479K +$242K +7,192 +102%
LA
295
Lucus Advisors
New York
$471K +$471K +13,976 New
Loomis, Sayles & Company
296
Loomis, Sayles & Company
Massachusetts
$469K +$162K +4,802 +53%
GH
297
GAM Holding
Switzerland
$468K – – –
SEI Investments
298
SEI Investments
Pennsylvania
$467K +$467K +13,863 New
PA
299
Profund Advisors
Maryland
$465K +$90.6K +2,687 +24%
CL
300
Choreo LLC
Illinois
$462K -$50.7K -1,495 -10%
10 11
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