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H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.28B invested in H&R Block in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
12.31%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
48
Increased
160
Reduced
143
Closed
43
Calls
$336M
Puts
$161M
Net Calls
+$174M
Net Calls Change
-$3.01M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
2
Vanguard Group
Vanguard Group
Pennsylvania
$677M
3
American Century Companies
American Century Companies
Missouri
$64.8M
4
WCMNY
Westchester Capital Management (New York)
New York
$53.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$125M

Top Sellers

1
SIG
Senator Investment Group
New York
$85.3M
2
Viking Global Investors
Viking Global Investors
Connecticut
$96.9M
3
Morgan Stanley
Morgan Stanley
New York
$79.9M
4
Norges Bank
Norges Bank
Norway
$70.4M
5
Marshall Wace
Marshall Wace
United Kingdom
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
351
Pinnacle Associates
New York
$231K +$231K +7,460 New
OA
352
OFI Advisors
Pennsylvania
$221K +$10.9K +351 +5%
Robeco Institutional Asset Management
353
Robeco Institutional Asset Management
Netherlands
$218K +$218K +7,032 New
JIR
354
James Investment Research
Ohio
$217K -$3.57K -115 -2%
DWA
355
Douglass Winthrop Advisors
New York
$217K – – –
Daiwa Securities Group
356
Daiwa Securities Group
Japan
$217K – – –
BST
357
Bath Savings Trust
Maine
$216K – – –
Truist Financial
358
Truist Financial
North Carolina
$208K +$208K +6,719 New
WPW
359
Waldron Private Wealth
Pennsylvania
$206K – – –
SCM
360
Sterneck Capital Management
Missouri
$205K – – –
ECM
361
Everence Capital Management
Indiana
$204K – – –
WAM
362
Wood Asset Management
Florida
$203K +$203K +6,552 New
Thrivent Financial for Lutherans
363
Thrivent Financial for Lutherans
Minnesota
$202K +$3.11K +100 +2%
JPMPWA
364
J.P. Morgan Private Wealth Advisors
California
$200K +$200K +6,459 New
CCA
365
Catalyst Capital Advisors
New York
$193K -$3.79M -122,060 -95%
FAM
366
Formidable Asset Management
Ohio
$191K – – –
Macquarie Group
367
Macquarie Group
Australia
$186K -$146K -4,700 -44%
WTB
368
Washington Trust Bank
Washington
$176K – – –
NIM
369
NuWave Investment Management
New Jersey
$165K +$165K +5,333 New
Toronto Dominion Bank
370
Toronto Dominion Bank
Ontario, Canada
$161K +$620 +20 +0.4%
PAM
371
PartnerRe Asset Management
Connecticut
$156K -$24.6K -795 -14%
Allianz Asset Management
372
Allianz Asset Management
Germany
$154K -$218K -7,039 -59%
OMCS
373
Old Mutual Customised Solutions
South Africa
$149K -$31K -1,000 -17%
HHMI
374
Howard Hughes Medical Institute
Maryland
$140K -$54.1K -1,747 -28%
EFSCE
375
Enterprise Financial Services Corp (EFSC)
Missouri
$136K – – –
13 14
15
16 17