HRB icon

H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $8.16B invested in H&R Block in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 148 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+13
Holders Change %
+3.07%
% of All Funds
11.66%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
66
Increased
149
Reduced
148
Closed
48
Calls
$91.9M
Puts
$58.6M
Net Calls
+$33.3M
Net Calls Change
-$141M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$194M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$139M
3
First Manhattan
First Manhattan
New York
+$91M
4
CGI
CI Global Investments
California
+$79.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$76.4M

Top Sellers

1
TP
Third Point
New York
-$138M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$96.9M
3
WCMNY
Westchester Capital Management (New York)
New York
-$53.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$49.1M
5
Renaissance Technologies
Renaissance Technologies
New York
-$48.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
301
Commonwealth Equity Services
Massachusetts
$461K +$3.23K +96 +0.7%
IIM
302
Intact Investment Management
Quebec, Canada
$461K +$131K +3,900 +40%
FI
303
FormulaFolio Investments
Michigan
$450K +$450K +13,373 New
LIC
304
Lodestar Investment Counsel
Illinois
$445K – – –
MA
305
MUFG Americas
New York
$430K +$56.8K +1,679 +15%
BCM
306
Beck Capital Management
Texas
$429K -$7.58K -225 -2%
Axa
307
Axa
France
$429K +$303 +9 +0.1%
DADC
308
D.A. Davidson & Co
Montana
$428K +$34.2K +1,018 +9%
SIM
309
Sentry Investment Management
Wisconsin
$427K – – –
EWM
310
Evercore Wealth Management
New York
$422K – – –
DL
311
Delta Lloyd
Netherlands
$408K – – –
CCG
312
Cypress Capital Group
Florida
$398K +$23.3K +692 +6%
LIA
313
LS Investment Advisors
Michigan
$396K +$49.8K +1,480 +14%
BAM
314
Burnham Asset Management
New York
$392K – – –
BF
315
BOK Financial
Oklahoma
$389K -$29.4K -872 -7%
Toronto Dominion Bank
316
Toronto Dominion Bank
Ontario, Canada
$382K +$207K +6,160 +119%
AIM
317
abrdn Investment Management
United Kingdom
$380K -$7.1K -211 -2%
PCM
318
Parsons Capital Management
Rhode Island
$377K -$16.8K -500 -4%
HFS
319
HL Financial Services
Kentucky
$371K – – –
S
320
SignatureFD
Georgia
$367K – – –
IG
321
ING Group
Netherlands
$365K +$365K +10,850 New
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$358K +$1.92K +57 +0.5%
QSS
323
Quantitative Systematic Strategies
Florida
$355K +$355K +10,533 New
Natixis Advisors
324
Natixis Advisors
Massachusetts
$350K -$51.9K -1,542 -13%
FM
325
Foster & Motley
Ohio
$346K -$15.2K -452 -4%
11 12
13
14 15