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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 %
Fuller & Thaler Asset Management
376
Fuller & Thaler Asset Management
California
$136K +$29.4K +950 +28%
SC
377
SRB Corp
Massachusetts
$129K +$129K +4,151 New
FA
378
Friess Associates
Delaware
$127K – – –
CFN
379
Cordasco Financial Network
Florida
$124K – – –
RNS
380
Robert N. Shapiro
$123K +$72.8K +2,320 +145%
QI
381
QS Investors
New York
$120K – – –
NYLT
382
New York Life Trust
New York
$115K +$115K +3,712 New
IRS
383
Invictus RG (Singapore)
Singapore
$110K +$110K +3,537 New
VFA
384
Virtus Fund Advisers
Connecticut
$94K -$75.2K -2,434 -44%
NSIM
385
North Star Investment Management
Illinois
$87K – – –
PIA
386
Piedmont Investment Advisors
North Carolina
$77.5K -$2.14K -69 -3%
BC
387
Bartlett & Co
Ohio
$61K – – –
GIS
388
Guardian Investor Services
New York
$60K -$2.93K -95 -5%
LWCFA
389
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K – – –
ID
390
Integral Derivatives
New York
$53K -$655K -21,300 -93%
GLI
391
Guardian Life Insurance
New York
$48K +$646 +21 +1%
NFG
392
Next Financial Group
Texas
$43K – – –
LBG
393
Lloyds Banking Group
United Kingdom
$35K -$548 -18 -2%
PIM
394
Parasol Investment Management
Illinois
$35K – – –
SAMC
395
Shinko Asset Management Company
Japan
$34K -$6.18K -200 -15%
MAM
396
Mizuho Asset Management
Japan
$33K +$19.5K +637 +144%
W
397
Wealthfront
California
$28K -$2.48K -80 -8%
TRCT
398
Tower Research Capital (TRC)
New York
$25K -$71.7K -2,277 -74%
NCM
399
Nelson Capital Management
California
$23K – – –
LTFS
400
Ladenburg Thalmann Financial Services
Florida
$23K +$11.3K +363 +97%
14 15
16
17 18