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H&R Block
HRB

Overview Fund Activity

428 hedge funds and large institutions have $5.33B invested in H&R Block in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 146 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-21
Holders Change %
-4.68%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-81.82%
% of All Funds
0.05%
New
52
Increased
166
Reduced
146
Closed
68
Calls
$43.5M
Puts
$19.8M
Net Calls
+$23.7M
Net Calls Change
-$939K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$491M
2
Bank of America
Bank of America
North Carolina
$271M
3
VNIM
Vaughan Nelson Investment Management
Texas
$51.3M
4
WHG
Westwood Holdings Group
Texas
$52.8M
5
TSW
Thompson Siegel & Walmsley
Virginia
$59.3M

Top Sellers

1
CGI
CI Global Investments
California
$46.9M
2
Boston Partners
Boston Partners
Massachusetts
$36.2M
3
American Century Companies
American Century Companies
Missouri
$0
4
GT
Glenmede Trust
Pennsylvania
$1.92M
5
Vanguard Group
Vanguard Group
Pennsylvania
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
276
Commonwealth Equity Services
Massachusetts
$444K -$2.75K -104 -0.6%
LMGAM
277
Liberty Mutual Group Asset Management
Massachusetts
$430K +$38K +1,439 +10%
TH
278
Timber Hill
Connecticut
$423K +$222K +8,410 +111%
LSERS
279
Louisiana State Employees Retirement System
Louisiana
$417K -$18.5K -700 -4%
GL
280
GLG LLC
New York
$404K -$71.5K -2,704 -15%
BC
281
Brinker Capital
Pennsylvania
$397K +$94K +3,538 +31%
KBC Group
282
KBC Group
Belgium
$387K – – –
CL
283
Choreo LLC
Illinois
$375K +$60.1K +2,255 +19%
DnB Asset Management
284
DnB Asset Management
Norway
$358K +$358K +13,566 New
LIC
285
Lodestar Investment Counsel
Illinois
$349K – – –
RCAMU
286
Rothschild & Co Asset Management US
Connecticut
$346K +$172K +6,511 +99%
DCM
287
Driehaus Capital Management
Illinois
$345K +$345K +13,060 New
Teacher Retirement System of Texas
288
Teacher Retirement System of Texas
Texas
$339K +$187K +7,095 +123%
QC
289
Quadrature Capital
United Kingdom
$329K +$329K +12,440 New
PA
290
Pinnacle Associates
New York
$325K +$30.7K +1,165 +10%
HPC
291
HM Payson & Co
Maine
$321K -$5.41K -205 -2%
APFBOT
292
Amica Pension Fund Board of Trustees
Rhode Island
$317K – – –
JPMPWA
293
J.P. Morgan Private Wealth Advisors
California
$315K +$10.9K +413 +4%
V
294
Veritable
Delaware
$312K -$13.5K -510 -4%
FWCM
295
Ferguson Wellman Capital Management
Oregon
$310K -$74.6K -2,828 -19%
PNC
296
Park National Corp
Ohio
$310K +$46.7K +1,769 +18%
LIA
297
LS Investment Advisors
Michigan
$308K +$16.1K +611 +6%
DC
298
Davenport & Co
Virginia
$308K -$63.2K -2,392 -17%
FIM
299
Freedom Investment Management
Connecticut
$305K -$83.6K -3,169 -22%
MERSOM
300
Municipal Employees' Retirement System of Michigan
Michigan
$304K +$3.99K +150 +1%
10 11
12
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