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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.79%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$244M
2
LCOV
London Company of Virginia
Virginia
$140M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$509M
4
SCM
Smead Capital Management
Arizona
$86.8M
5
AR
Advisory Research
Illinois
$74.1M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$1.68B
2
AIG
American International Group
New York
$4.32M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$439M
4
Boston Partners
Boston Partners
Massachusetts
$98.1M
5
OC
Orange Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KRS
276
Kentucky Retirement Systems
Kentucky
$597K -$34.8K -1,043 -6%
Cambridge Investment Research Advisors
277
Cambridge Investment Research Advisors
Iowa
$581K +$581K +17,443 New
MAM
278
Martingale Asset Management
Massachusetts
$580K – – –
AMI
279
Amica Mutual Insurance
Rhode Island
$579K +$579K +17,383 New
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$573K -$1.15M -34,607 -67%
Commonwealth Equity Services
281
Commonwealth Equity Services
Massachusetts
$563K +$40.7K +1,223 +8%
WIP
282
Wellesley Investment Partners
Massachusetts
$551K +$551K +16,566 New
LSERS
283
Louisiana State Employees Retirement System
Louisiana
$550K -$123K -3,700 -18%
EGM
284
Engineers Gate Manager
New York
$550K -$46.9K -1,406 -8%
GCP
285
GSA Capital Partners
United Kingdom
$548K -$189K -5,669 -26%
SRP
286
Saddle Road Partners
Nebraska
$541K +$541K +16,244 New
LP
287
LMR Partners
United Kingdom
$539K -$1.9M -57,117 -78%
COPPSERS
288
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$513K -$77.9K -2,341 -13%
LMGAM
289
Liberty Mutual Group Asset Management
Massachusetts
$493K -$879K -26,458 -64%
FIM
290
Freedom Investment Management
Connecticut
$491K -$29.5M -885,044 -98%
KBC Group
291
KBC Group
Belgium
$488K -$3.2K -96 -0.7%
FWCM
292
Ferguson Wellman Capital Management
Oregon
$486K -$82.7K -2,480 -15%
DC
293
Davenport & Co
Virginia
$468K +$36.4K +1,092 +8%
AA
294
ALPS Advisors
Colorado
$465K – – –
Wellington Management Group
295
Wellington Management Group
Massachusetts
$443K -$4.85M -145,717 -92%
LIC
296
Lodestar Investment Counsel
Illinois
$440K – – –
HPC
297
HM Payson & Co
Maine
$412K – – –
V
298
Veritable
Delaware
$410K +$6.32K +190 +2%
CIA
299
Capital Investment Advisors
Georgia
$403K +$403K +12,085 New
APFBOT
300
Amica Pension Fund Board of Trustees
Rhode Island
$399K +$399K +11,988 New
10 11
12
13 14