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

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$1.68B
2
AIG
2
American International Group
New York
$4.32M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$439M
4
Boston Partners
4
Boston Partners
Massachusetts
$98.1M
5
OC
5
Orange Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
301
Choreo LLC
Illinois
$396K -$61.9K -1,846 -14%
BTS
302
BB&T Securities
Virginia
$390K +$57.3K +1,720 +17%
Capital Fund Management (CFM)
303
Capital Fund Management (CFM)
France
$389K -$2.31M -69,520 -86%
MF
304
Magnetar Financial
Illinois
$389K +$127K +3,821 +49%
Natixis Advisors
305
Natixis Advisors
Massachusetts
$386K +$9.97K +299 +3%
ZIM
306
Zacks Investment Management
Illinois
$385K +$385K +11,560 New
JPMPWA
307
J.P. Morgan Private Wealth Advisors
California
$384K +$384K +11,525 New
BC
308
Brinker Capital
Pennsylvania
$382K +$382K +11,398 New
MERSOM
309
Municipal Employees' Retirement System of Michigan
Michigan
$379K -$37.9K -1,130 -9%
WBC
310
Westpac Banking Corp
Australia
$373K -$344K -10,321 -48%
PA
311
Pinnacle Associates
New York
$372K +$11.7K +350 +3%
BF
312
BOK Financial
Oklahoma
$369K -$17.4K -522 -4%
Jane Street
313
Jane Street
New York
$369K +$369K +11,079 New
LIA
314
LS Investment Advisors
Michigan
$368K -$43.3K -1,301 -11%
NB
315
Norinchukin Bank
Japan
$367K -$159K -4,786 -30%
HFS
316
HL Financial Services
Kentucky
$367K -$107K -3,200 -22%
BCM
317
Beck Capital Management
Texas
$364K – – –
PCM
318
Parsons Capital Management
Rhode Island
$364K +$3.33K +100 +0.9%
SIM
319
Sentry Investment Management
Wisconsin
$363K -$60K -1,799 -14%
SM
320
Stratton Management
Pennsylvania
$361K -$230K -6,902 -39%
JIM
321
Jensen Investment Management
Oregon
$361K +$361K +10,850 New
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$356K -$5.74K -172 -2%
BAM
323
Burnham Asset Management
New York
$348K -$20K -600 -5%
Envestnet Asset Management
324
Envestnet Asset Management
Illinois
$337K +$36K +1,082 +12%
GLA
325
Great Lakes Advisors
Illinois
$335K -$6.93K -208 -2%
11 12
13
14 15