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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
+$86.8M
2
Bank of America
Bank of America
North Carolina
+$77.1M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$51.3M
4
WHG
Westwood Holdings Group
Texas
+$43.4M
5
TSW
Thompson Siegel & Walmsley
Virginia
+$25.8M

Top Sellers

1
CGI
CI Global Investments
California
-$79.9M
2
Boston Partners
Boston Partners
Massachusetts
-$41.6M
3
American Century Companies
American Century Companies
Missouri
-$41.6M
4
GT
Glenmede Trust
Pennsylvania
-$30.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
301
Westpac Banking Corp
Australia
$295K – – –
BF
302
BOK Financial
Oklahoma
$290K -$2.91K -110 -1%
DC
303
Deere & Company
Illinois
$289K +$289K +10,949 New
SIM
304
Sentry Investment Management
Wisconsin
$288K – – –
PCM
305
Parsons Capital Management
Rhode Island
$282K -$6.6K -250 -2%
KRSITF
306
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$282K +$48.7K +1,843 +21%
William Blair Investment Management
307
William Blair Investment Management
Illinois
$281K +$281K +10,633 New
BCM
308
Beck Capital Management
Texas
$280K -$9.25K -350 -3%
TMAM
309
Tokio Marine Asset Management
Japan
$279K +$21.5K +815 +8%
B
310
Barings
North Carolina
$275K -$1.04M -39,500 -79%
HFS
311
HL Financial Services
Kentucky
$273K -$18.2K -688 -6%
DADC
312
D.A. Davidson & Co
Montana
$272K -$470K -17,846 -63%
WP
313
WealthSource Partners
California
$269K +$269K +10,193 New
KIA
314
KCM Investment Advisors
California
$267K +$3.99K +151 +2%
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$261K -$21K -796 -7%
GLA
316
Great Lakes Advisors
Illinois
$261K -$5.19K -196 -2%
MLIC
317
Mandatum Life Insurance Company
Finland
$257K – – –
S
318
SignatureFD
Georgia
$257K +$714 +27 +0.3%
LCM
319
Landscape Capital Management
New Jersey
$255K +$255K +9,651 New
O
320
OppenheimerFunds
New York
$254K +$22.6K +853 +10%
FCH
321
Freestone Capital Holdings
Washington
$252K -$2.69M -101,983 -91%
AB
322
Amalgamated Bank
New York
$246K +$58.3K +2,207 +31%
FNBT
323
FineMark National Bank & Trust
Florida
$243K +$30.3K +1,146 +14%
Robeco Institutional Asset Management
324
Robeco Institutional Asset Management
Netherlands
$240K – – –
NMIMC
325
Northwestern Mutual Investment Management Company
Wisconsin
$238K -$687K -25,996 -74%
11 12
13
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