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H&R Block
HRB

Overview Fund Activity

464 hedge funds and large institutions have $10.8B invested in H&R Block in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 53 closing their positions.

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
12.97%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.53%
New
75
Increased
156
Reduced
161
Closed
53
Calls
$366M
Puts
$214M
Net Calls
+$152M
Net Calls Change
-$77.4M

Top Buyers

1
SC
1
Samlyn Capital
New York
$107M
2
Citigroup
2
Citigroup
New York
$97.8M
3
CS
3
Credit Suisse
Switzerland
$99.3M
4
FIM
4
Freedom Investment Management
Connecticut
$73.7M
5
SG Americas Securities
5
SG Americas Securities
New York
$61.7M

Top Sellers

1
MCMC
1
Matrix Capital Management Company
New Hampshire
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$187M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$202M
4
CGI
4
CI Global Investments
California
$184M
5
ECP
5
Empyrean Capital Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ANRIA
276
American National Registered Investment Advisor
Texas
$890K 24,580 – –
TG
277
TCW Group
California
$865K 23,891 +5,291 +28%
VAM
278
Visium Asset Management
New York
$848K 23,438 +8,152 +53%
OIA
279
Optimum Investment Advisors
Illinois
$846K 23,362 +23,362 New
CAM
280
Capstone Asset Management
Texas
$828K 22,885 +1,510 +7%
MC
281
Menta Capital
California
$810K 22,386 -8,400 -27%
GCP
282
GSA Capital Partners
United Kingdom
$801K 22,129 -17,243 -44%
MNBTD
283
Moody National Bank Trust Division
Texas
$798K 22,040 – –
CSS
284
Cubist Systematic Strategies
Connecticut
$790K 21,834 -7,198 -25%
WBC
285
Westpac Banking Corp
Australia
$778K 21,505 +5,089 +31%
Axa
286
Axa
France
$776K 21,441 -369,360 -95%
RFC
287
Russell Frank Company
Washington
$770K 21,294 -5,058 -19%
HCM
288
Herndon Capital Management
Georgia
$767K 21,193 -68 -0.3%
Franklin Resources
289
Franklin Resources
California
$764K 21,100 +21,100 New
IH
290
IFC Holdings
Florida
$758K 21,046 – –
SB
291
Suntrust Banks
Georgia
$749K 20,700 -17,483 -46%
LSERS
292
Louisiana State Employees Retirement System
Louisiana
$731K 20,200 +100 +0.5%
RC
293
RBF Capital
California
$724K 20,000 – –
DL
294
Delta Lloyd
Netherlands
$715K 19,762 – –
VIA
295
Vident Investment Advisory
Georgia
$714K 19,718 +100 +0.5%
BA
296
Bridgewater Associates
Connecticut
$692K 19,113 +5,200 +37%
SEI Investments
297
SEI Investments
Pennsylvania
$691K 19,084 +18,907 +10,682%
PFC
298
Poplar Forest Capital
California
$688K 19,000 +19,000 New
KRS
299
Kentucky Retirement Systems
Kentucky
$686K 18,958 +386 +2%
GH
300
GAM Holding
Switzerland
$680K 18,773 +864 +5%
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