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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 closing their positions.

Holders
444
Holders Change
–
Holders Change %
0%
% of All Funds
11.97%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.22%
New
64
Increased
169
Reduced
140
Closed
59
Calls
$318M
Puts
$88.7M
Net Calls
+$229M
Net Calls Change
+$49.6M

Top Buyers

1
ECP
1
Empyrean Capital Partners
California
$48.9M
2
CGI
2
CI Global Investments
California
$191M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$48.6M
4
EA
4
Euclid Advisors
Connecticut
$41.1M
5
Millennium Management
5
Millennium Management
New York
$37.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$463M
2
SIG
2
Senator Investment Group
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13M
5
DC
5
Davenport & Co
Virginia
$589K
Name Market Value Shares Shares
Change 		Shares
Change %
MERSOM
301
Municipal Employees' Retirement System of Michigan
Michigan
$470K 15,860 +7,760 +96%
NB
302
Norinchukin Bank
Japan
$462K 15,581 -738 -5%
LCM
303
Leisure Capital Management
California
$461K 15,546 +15,546 New
RAM
304
RWC Asset Management
United Kingdom
$454K 15,123 +3,000 +25%
VAM
305
Visium Asset Management
New York
$453K 15,286 -4,077 -21%
LPL Financial
306
LPL Financial
California
$448K 14,979 -3,153 -17%
Commonwealth Equity Services
307
Commonwealth Equity Services
Massachusetts
$444K 14,989 +137 +0.9%
KBC Group
308
KBC Group
Belgium
$438K 14,758 +2,294 +18%
HI
309
HBK Investments
Texas
$434K 14,649 -18,351 -56%
Parallax Volatility Advisers
310
Parallax Volatility Advisers
California
$416K 14,039 +3,150 +29%
BA
311
Bridgewater Associates
Connecticut
$413K 13,913 +13,913 New
CL
312
Choreo LLC
Illinois
$410K 13,736 +291 +2%
PA
313
Profund Advisors
Maryland
$409K 13,785 -742 -5%
Envestnet Asset Management
314
Envestnet Asset Management
Illinois
$405K 13,665 +437 +3%
DCM
315
Dynamic Capital Management
Jersey
$397K 13,400 +13,400 New
LIC
316
Lodestar Investment Counsel
Illinois
$391K 13,200 – –
TMAM
317
Tokio Marine Asset Management
Japan
$390K 13,158 -1,621 -11%
HPC
318
HM Payson & Co
Maine
$388K 13,099 -5,800 -31%
Macquarie Group
319
Macquarie Group
Australia
$385K 13,000 – –
SIM
320
Sentry Investment Management
Wisconsin
$376K 12,691 – –
EWM
321
Evercore Wealth Management
New York
$371K 12,531 – –
S
322
SignatureFD
Georgia
$370K 12,492 +367 +3%
LIA
323
LS Investment Advisors
Michigan
$356K 11,994 +259 +2%
MF
324
Magnetar Financial
Illinois
$356K 11,997 +11,997 New
ID
325
Integral Derivatives
New York
$349K 11,774 +11,774 New
11 12
13
14 15