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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.79B invested in H&R Block in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
444
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
58
Increased
168
Reduced
157
Closed
48
Calls
$228M
Puts
$48.2M
Net Calls
+$180M
Net Calls Change
+$146M

Top Buyers

1
First Manhattan
1
First Manhattan
New York
$208M
2
BG
2
BlackRock Group
United Kingdom
$158M
3
CGI
3
CI Global Investments
California
$155M
4
BA
4
BlackRock Advisors
Delaware
$62.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$772M

Top Sellers

1
HCM
1
Hoplite Capital Management
New York
$0
2
CCM
2
Cantillon Capital Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$199M
4
NRC
4
North Run Capital
Massachusetts
$0
5
AR
5
Advisory Research
Illinois
$59.2M
Name Market Value Shares Shares
Change 		Shares
Change %
IH
276
IFC Holdings
Florida
$674K 21,046 – –
PP
277
Paloma Partners
Connecticut
$643K 20,046 +10,684 +114%
RC
278
RBF Capital
California
$641K 20,000 – –
CA
279
Continental Advisors
Utah
$641K 20,000 +20,000 New
Axa
280
Axa
France
$640K 19,943 +7,206 +57%
LSERS
281
Louisiana State Employees Retirement System
Louisiana
$635K 19,800 -900 -4%
WBC
282
Westpac Banking Corp
Australia
$632K 17,771 +690 +4%
VAM
283
Visium Asset Management
New York
$621K 19,363 -3,411 -15%
SFP
284
Santa Fe Partners
New Mexico
$616K 19,199 +11,721 +157%
CAM
285
Capstone Asset Management
Texas
$613K 19,105 +790 +4%
HPC
286
HM Payson & Co
Maine
$606K 18,899 -1,275 -6%
SIA
287
Stancorp Investment Advisers
Oregon
$596K 18,588 +260 +1%
KRS
288
Kentucky Retirement Systems
Kentucky
$594K 18,526 -1,929 -9%
LPL Financial
289
LPL Financial
California
$586K 18,132 -8,426 -32%
VIA
290
Vident Investment Advisory
Georgia
$578K 18,033 -1,808 -9%
NSEDCP
291
NJ State Employees Deferred Compensation Plan
New Jersey
$577K 18,000 – –
DT
292
Diversified Trust
Tennessee
$565K 17,606 -9,935 -36%
JG
293
Jefferies Group
New York
$563K 17,560 -24,060 -58%
V
294
Veritable
Delaware
$560K 17,475 +2,724 +18%
BMCMI
295
Bryn Mawr Capital Management Inc
Pennsylvania
$525K 16,363 +16,363 New
NB
296
Norinchukin Bank
Japan
$523K 16,319 +104 +0.6%
Cambridge Investment Research Advisors
297
Cambridge Investment Research Advisors
Iowa
$522K 16,277 -45 -0.3%
LA
298
Lucus Advisors
New York
$504K 15,727 +1,751 +13%
Commonwealth Equity Services
299
Commonwealth Equity Services
Massachusetts
$476K 14,852 +1,166 +9%
GH
300
GAM Holding
Switzerland
$475K 14,800 +900 +6%
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12
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