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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
$388M
3
First Manhattan
First Manhattan
New York
$104M
4
CGI
CI Global Investments
California
$79.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$280M

Top Sellers

1
TP
Third Point
New York
$0
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
WCMNY
Westchester Capital Management (New York)
New York
$0
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$86.5M
5
Renaissance Technologies
Renaissance Technologies
New York
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
376
Spot Trading
Illinois
$197K +$197K +5,853 New
WTB
377
Washington Trust Bank
Washington
$192K – – –
Twin Tree Management
378
Twin Tree Management
Texas
$168K +$168K +4,985 New
OMCS
379
Old Mutual Customised Solutions
South Africa
$162K – – –
SC
380
SRB Corp
Massachusetts
$150K +$9.76K +289 +7%
Allianz Asset Management
381
Allianz Asset Management
Germany
$149K -$18.2K -541 -11%
EFSCE
382
Enterprise Financial Services Corp (EFSC)
Missouri
$148K – – –
FA
383
Friess Associates
Delaware
$137K – – –
CFN
384
Cordasco Financial Network
Florida
$135K – – –
QI
385
QS Investors
New York
$131K – – –
NYLT
386
New York Life Trust
New York
$126K +$1.11K +33 +0.9%
NSIM
387
North Star Investment Management
Illinois
$108K +$13.5K +400 +14%
HHMI
388
Howard Hughes Medical Institute
Maryland
$106K -$45.8K -1,364 -30%
VFA
389
Virtus Fund Advisers
Connecticut
$102K – – –
RNS
390
Robert N. Shapiro
$90K -$41.8K -1,244 -32%
PIA
391
Piedmont Investment Advisors
North Carolina
$84.2K – – –
EPM
392
Equitec Proprietary Markets
Illinois
$84K +$84K +2,484 New
LTFS
393
Ladenburg Thalmann Financial Services
Florida
$77K +$52K +1,528 +208%
RC
394
RegentAtlantic Capital
New Jersey
$73.1K +$73.1K +2,171 New
Creative Planning
395
Creative Planning
Kansas
$70K -$208K -6,209 -75%
BC
396
Bartlett & Co
Ohio
$66K – – –
GIS
397
Guardian Investor Services
New York
$64K -$1.55K -46 -2%
W
398
Wealthfront
California
$63K +$32.4K +958 +106%
LWCFA
399
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62K – – –
GLI
400
Guardian Life Insurance
New York
$53K – – –
14 15
16
17 18