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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.79B invested in H&R Block in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
444
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
58
Increased
168
Reduced
157
Closed
48
Calls
$228M
Puts
$48.2M
Net Calls
+$180M
Net Calls Change
+$146M

Top Buyers

1
First Manhattan
1
First Manhattan
New York
$208M
2
BG
2
BlackRock Group
United Kingdom
$158M
3
CGI
3
CI Global Investments
California
$155M
4
BA
4
BlackRock Advisors
Delaware
$62.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$772M

Top Sellers

1
HCM
1
Hoplite Capital Management
New York
$0
2
CCM
2
Cantillon Capital Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$199M
4
NRC
4
North Run Capital
Massachusetts
$0
5
AR
5
Advisory Research
Illinois
$59.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TMAM
301
Tokio Marine Asset Management
Japan
$474K 14,779 -2,124 -13%
PA
302
Profund Advisors
Maryland
$466K 14,527 +730 +5%
CSS
303
Cubist Systematic Strategies
Connecticut
$461K 14,382 -18,859 -57%
Millennium Management
304
Millennium Management
New York
$455K 14,185 +4,838 +52%
DTL
305
Dynamic Technology Lab
Singapore
$451K 14,071 +14,071 New
Federated Hermes
306
Federated Hermes
Pennsylvania
$441K 13,751 -12,417 -47%
Wellington Management Group
307
Wellington Management Group
Massachusetts
$439K 13,679 -9,965 -42%
CL
308
Choreo LLC
Illinois
$434K 13,445 -188 -1%
EMG
309
Ellington Management Group
Connecticut
$427K 13,300 +13,300 New
IIM
310
Intact Investment Management
Quebec, Canada
$426K 13,300 -400 -3%
Envestnet Asset Management
311
Envestnet Asset Management
Illinois
$424K 13,228 +3,141 +31%
LIC
312
Lodestar Investment Counsel
Illinois
$423K 13,200 – –
Macquarie Group
313
Macquarie Group
Australia
$417K 13,000 +4,800 +59%
SIM
314
Sentry Investment Management
Wisconsin
$407K 12,691 – –
CCG
315
Cypress Capital Group
Florida
$406K 12,670 +858 +7%
EWM
316
Evercore Wealth Management
New York
$402K 12,531 – –
KBC Group
317
KBC Group
Belgium
$400K 12,464 -10,955 -47%
RFC
318
Russell Frank Company
Washington
$392K 12,233 -11,955 -49%
DL
319
Delta Lloyd
Netherlands
$389K 12,121 – –
S
320
SignatureFD
Georgia
$389K 12,125 +1,225 +11%
LIA
321
LS Investment Advisors
Michigan
$376K 11,735 -36 -0.3%
EGM
322
Engineers Gate Manager
New York
$375K 11,700 +11,700 New
BAM
323
Burnham Asset Management
New York
$374K 11,650 – –
R
324
RQSI
Bahamas
$369K 11,501 -13,010 -53%
BF
325
BOK Financial
Oklahoma
$360K 11,243 -307 -3%
11 12
13
14 15