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H&R Block
HRB

Overview Fund Activity

384 hedge funds and large institutions have $6.36B invested in H&R Block in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
12.46%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.49%
New
49
Increased
148
Reduced
135
Closed
37
Calls
$142M
Puts
$81.4M
Net Calls
+$60.4M
Net Calls Change
-$23.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$729M
2
State Street
State Street
Massachusetts
$353M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$70M
4
Vanguard Group
Vanguard Group
Pennsylvania
$507M
5
Ameriprise
Ameriprise
Minnesota
$42.9M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$433M
2
LPC
Lone Pine Capital
Connecticut
$61.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$92.2M
4
PC
PointState Capital
New York
$17.6M
5
AA
Antipodean Advisors
New York
$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
376
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.78K +$233 +8,726 +3%
PAS
377
Partnervest Advisory Services
California
$7K -$17.8K -660 -72%
ECM
378
Estabrook Capital Management
New York
$6.53K – – –
QAM
379
QCI Asset Management
New York
$6K -$2.74K -100 -31%
Victory Capital Management
380
Victory Capital Management
Texas
$4K +$4K +157 New
TFA
381
Transamerica Financial Advisors
Florida
$3K +$29 +1 +1%
PCM
382
Prelude Capital Management
New York
$3K +$3K +100 New
ECM
383
ETrade Capital Management
Virginia
$1K -$6.42K -353 -87%
EWM
384
Elite Wealth Management
Washington
$1K – – –
PIA
385
Piedmont Investment Advisors
North Carolina
$479 -$42.6K -1,602 -99%
MG
386
Meritage Group
California
– -$37.8M -1,362,831 Closed
LSV Asset Management
387
LSV Asset Management
Illinois
– -$4.32M -155,500 Closed
QI
388
QS Investors
New York
– -$4.06M -146,100 Closed
EMG
389
Ellington Management Group
Connecticut
– -$3.88M -139,900 Closed
T
390
TradeWorx
New Jersey
– -$2.51M -90,544 Closed
Connor, Clark & Lunn Investment Management (CC&L)
391
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.62M -89,400 Closed
FBP
392
Flippin Bruce & Porter
Virginia
– -$2.24M -80,550 Closed
CEP
393
Chicago Equity Partners
Illinois
– -$1.83M -65,775 Closed
HMS
394
Hanseatic Management Services
New Mexico
– -$1.5M -53,930 Closed
Group One Trading
395
Group One Trading
Illinois
– -$1.42M -51,045 Closed
NMERB
396
New Mexico Educational Retirement Board
New Mexico
– -$1.2M -43,140 Closed
HHC
397
Hutchin Hill Capital
New York
– -$877K -31,600 Closed
TH
398
Timber Hill
Connecticut
– -$817K -29,447 Closed
PC
399
Pomelo Capital
New York
– -$805K -29,000 Closed
IIM
400
Ivory Investment Management
New York
– -$797K -28,732 Closed
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16
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