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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 closing their positions.

Holders
444
Holders Change
–
Holders Change %
0%
% of All Funds
11.97%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.22%
New
64
Increased
169
Reduced
140
Closed
59
Calls
$318M
Puts
$88.7M
Net Calls
+$229M
Net Calls Change
+$49.6M

Top Buyers

1
ECP
1
Empyrean Capital Partners
California
$48.9M
2
CGI
2
CI Global Investments
California
$191M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$48.6M
4
EA
4
Euclid Advisors
Connecticut
$41.1M
5
Millennium Management
5
Millennium Management
New York
$37.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$463M
2
SIG
2
Senator Investment Group
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13M
5
DC
5
Davenport & Co
Virginia
$589K
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
276
Destination Wealth Management
California
$621K 20,932 +20,932 New
FWCM
277
Ferguson Wellman Capital Management
Oregon
$599K 20,188 -116,245 -85%
LSERS
278
Louisiana State Employees Retirement System
Louisiana
$596K 20,100 +300 +2%
RC
279
RBF Capital
California
$593K 20,000 – –
DC
280
Davenport & Co
Virginia
$589K 19,855 -1,148,747 -98%
LOAMS
281
Lombard Odier Asset Management (Switzerland)
Switzerland
$587K 19,807 +19,807 New
DL
282
Delta Lloyd
Netherlands
$586K 19,762 +7,641 +63%
VIA
283
Vident Investment Advisory
Georgia
$582K 19,618 +1,585 +9%
TG
284
TCW Group
California
$551K 18,600 -59,000 -76%
KRS
285
Kentucky Retirement Systems
Kentucky
$551K 18,572 +46 +0.2%
MAM
286
Martingale Asset Management
Massachusetts
$543K 18,312 -12,236 -40%
NSEDCP
287
NJ State Employees Deferred Compensation Plan
New Jersey
$534K 18,000 – –
MTIM
288
Marathon Trading Investment Management
Pennsylvania
$534K 18,000 +18,000 New
Cambridge Investment Research Advisors
289
Cambridge Investment Research Advisors
Iowa
$533K 17,991 +1,714 +11%
GH
290
GAM Holding
Switzerland
$531K 17,909 +3,109 +21%
FTIOP
291
Fiduciary Trust International of Pennsylvania
Pennsylvania
$529K 17,850 +17,850 New
DT
292
Diversified Trust
Tennessee
$522K 17,606 – –
OI
293
Oakbrook Investments
Illinois
$516K 17,403 -22,800 -57%
NAMA
294
Nikko Asset Management Americas
New York
$505K 17,100 +17,100 New
UCFA
295
United Capital Financial Advisors
Texas
$504K 17,007 +17,007 New
WPC
296
White Pine Capital
Minnesota
$498K 16,800 -7,400 -31%
LA
297
Lucus Advisors
New York
$496K 16,736 +1,009 +6%
WBC
298
Westpac Banking Corp
Australia
$487K 16,416 -1,355 -8%
ST
299
Spot Trading
Illinois
$478K 16,131 -8,102 -33%
V
300
Veritable
Delaware
$476K 16,045 -1,430 -8%
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