HRB icon

H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.79B invested in H&R Block in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
444
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
58
Increased
168
Reduced
157
Closed
48
Calls
$228M
Puts
$48.2M
Net Calls
+$180M
Net Calls Change
+$146M

Top Buyers

1
First Manhattan
1
First Manhattan
New York
$208M
2
BG
2
BlackRock Group
United Kingdom
$158M
3
CGI
3
CI Global Investments
California
$155M
4
BA
4
BlackRock Advisors
Delaware
$62.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$772M

Top Sellers

1
HCM
1
Hoplite Capital Management
New York
$0
2
CCM
2
Cantillon Capital Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$199M
4
NRC
4
North Run Capital
Massachusetts
$0
5
AR
5
Advisory Research
Illinois
$59.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
351
Robeco Institutional Asset Management
Netherlands
$260K 8,100 -6,124 -43%
IC
352
IKOS CIF
Cyprus
$258K 8,061 +8,061 New
AWA
353
Arete Wealth Advisors
Illinois
$257K 8,001 +47 +0.6%
SEI Investments
354
SEI Investments
Pennsylvania
$253K 7,914 -5,949 -43%
BFEC
355
Benjamin F. Edwards & Company
Missouri
$251K 7,828 +148 +2%
PNC
356
Park National Corp
Ohio
$248K 7,722 – –
RAM
357
RWC Asset Management
United Kingdom
$244K 12,123 -482,759 -98%
Toronto Dominion Bank
358
Toronto Dominion Bank
Ontario, Canada
$243K 7,571 -3,782 -33%
CI
359
Conning Inc
Connecticut
$241K 7,510 -70 -0.9%
EOJOAM
360
E. Ohman J:or Asset Management
Sweden
$241K 7,500 – –
QAM
361
Quantres Asset Management
Cayman Islands
$228K 7,100 +7,100 New
Daiwa Securities Group
362
Daiwa Securities Group
Japan
$224K 7,000 – –
FIM
363
Freedom Investment Management
Connecticut
$224K 6,977 +834 +14%
WSTAM
364
Wilbanks Smith & Thomas Asset Management
Virginia
$224K 6,979 +6,979 New
BST
365
Bath Savings Trust
Maine
$223K 6,961 – –
Thrivent Financial for Lutherans
366
Thrivent Financial for Lutherans
Minnesota
$218K 6,800 +300 +5%
FNBT
367
FineMark National Bank & Trust
Florida
$218K 6,800 +6,800 New
WPW
368
Waldron Private Wealth
Pennsylvania
$213K 6,650 – –
SCM
369
Sterneck Capital Management
Missouri
$212K 6,615 – –
QC
370
QCM Cayman
Texas
$210K 6,541 +6,541 New
Rafferty Asset Management
371
Rafferty Asset Management
New York
$210K 6,559 +6,559 New
NG
372
NatWest Group
United Kingdom
$208K 6,470 – –
ECM
373
Everence Capital Management
Indiana
$208K 6,094 – –
SRAM
374
Stone Ridge Asset Management
New York
$202K 6,300 – –
Schroder Investment Management Group
375
Schroder Investment Management Group
United Kingdom
$201K 6,278 – –
13 14
15
16 17