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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 %
DekaBank Deutsche Girozentrale
326
DekaBank Deutsche Girozentrale
Germany
$344K +$1.61K +48 +0.5%
Envestnet Asset Management
327
Envestnet Asset Management
Illinois
$340K +$56.7K +1,682 +20%
Fuller & Thaler Asset Management
328
Fuller & Thaler Asset Management
California
$337K +$189K +5,600 +127%
KRSITF
329
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$329K +$3.4K +101 +1%
MERSOM
330
Municipal Employees' Retirement System of Michigan
Michigan
$322K – – –
PP
331
Paloma Partners
Connecticut
$316K -$497K -14,731 -61%
Millennium Management
332
Millennium Management
New York
$315K -$2.76M -81,882 -90%
FA
333
FDx Advisors
Illinois
$310K +$310K +9,210 New
HA
334
Halsey Associates
Connecticut
$305K -$13.9K -412 -4%
BFO
335
Boston Family Office
Massachusetts
$303K – – –
MLL
336
Moody Lynn & Lieberson
Massachusetts
$302K +$302K +8,957 New
SOADOR
337
State of Alaska Department of Revenue
Alaska
$298K -$26.2K -780 -8%
PA
338
Pinnacle Associates
New York
$297K +$45.5K +1,350 +18%
ICM
339
IMS Capital Management
Oregon
$292K -$40.5K -1,200 -12%
CCT
340
Country Club Trust
Missouri
$286K +$286K +8,500 New
Jane Street
341
Jane Street
New York
$285K +$285K +8,467 New
Teacher Retirement System of Texas
342
Teacher Retirement System of Texas
Texas
$280K -$33.3K -989 -11%
Macquarie Group
343
Macquarie Group
Australia
$276K +$74K +2,200 +37%
VFS
344
VSR Financial Services
Kansas
$274K -$59K -1,749 -18%
AWA
345
Arete Wealth Advisors
Illinois
$268K +$1.72K +51 +0.6%
PNC
346
Park National Corp
Ohio
$260K +$1.58K +47 +0.6%
BFEC
347
Benjamin F. Edwards & Company
Missouri
$259K – – –
NAMA
348
Nikko Asset Management Americas
New York
$256K +$256K +7,600 New
CI
349
Conning Inc
Connecticut
$255K -$8.75K -260 -3%
EOJOAM
350
E. Ohman J:or Asset Management
Sweden
$252K – – –
12 13
14
15 16