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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 %
SFP
351
Santa Fe Partners
New Mexico
$252K -$669K -19,845 -73%
BNP Paribas Asset Management
352
BNP Paribas Asset Management
France
$250K +$250K +7,433 New
AB
353
Amalgamated Bank
New York
$248K -$36.2K -1,075 -13%
DWA
354
Douglass Winthrop Advisors
New York
$238K +$1.96K +58 +0.8%
HNB
355
Huntington National Bank
Ohio
$238K +$238K +7,063 New
JIR
356
James Investment Research
Ohio
$236K – – –
Daiwa Securities Group
357
Daiwa Securities Group
Japan
$236K – – –
BST
358
Bath Savings Trust
Maine
$234K – – –
WPW
359
Waldron Private Wealth
Pennsylvania
$224K – – –
OA
360
OFI Advisors
Pennsylvania
$223K -$16.6K -493 -7%
SCM
361
Sterneck Capital Management
Missouri
$223K – – –
Thrivent Financial for Lutherans
362
Thrivent Financial for Lutherans
Minnesota
$219K – – –
WAM
363
Wood Asset Management
Florida
$218K -$2.32K -69 -1%
SRAM
364
Stone Ridge Asset Management
New York
$212K +$212K +6,300 New
Schroder Investment Management Group
365
Schroder Investment Management Group
United Kingdom
$211K -$19.3M -575,622 -99%
Belvedere Trading
366
Belvedere Trading
Illinois
$209K +$209K +6,200 New
CIBC World Market
367
CIBC World Market
Ontario, Canada
$208K -$48.6K -1,445 -19%
CCMG
368
Clark Capital Management Group
Pennsylvania
$208K +$208K +6,179 New
FIM
369
Freedom Investment Management
Connecticut
$207K +$207K +6,143 New
ECM
370
Everence Capital Management
Indiana
$205K – – –
AGM
371
Alpine Global Management
New York
$203K +$203K +6,035 New
HSA
372
Hussman Strategic Advisors
Maryland
$202K +$202K +6,000 New
LJAC
373
L.J. Altfest & Co
New York
$202K +$202K +5,991 New
FAM
374
Formidable Asset Management
Ohio
$200K – – –
PAM
375
PartnerRe Asset Management
Connecticut
$197K +$27.7K +824 +16%
13 14
15
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