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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 %
HSA
376
Hussman Strategic Advisors
Maryland
$192K 6,000 – –
PAM
377
PartnerRe Asset Management
Connecticut
$187K 5,832 -28 -0.5%
FAM
378
Formidable Asset Management
Ohio
$186K 5,929 – –
TFA
379
Transamerica Financial Advisors
Florida
$183K 5,706 +5,404 +1,789%
WTB
380
Washington Trust Bank
Washington
$157K 4,892 -798 -14%
SO
381
STRS Ohio
Ohio
$157K 4,921 +4,921 New
SEC
382
Seven Eight Capital
New York
$156K 4,863 +4,863 New
SC
383
SRB Corp
Massachusetts
$155K 4,841 +401 +9%
OMCS
384
Old Mutual Customised Solutions
South Africa
$154K 4,800 – –
FA
385
Friess Associates
Delaware
$131K 4,080 – –
CFN
386
Cordasco Financial Network
Florida
$128K 4,000 – –
MA
387
MUFG Americas
New York
$125K 3,908 -8,801 -69%
QI
388
QS Investors
New York
$124K 3,868 – –
HNB
389
Huntington National Bank
Ohio
$113K 3,503 -3,560 -50%
NSIM
390
North Star Investment Management
Illinois
$103K 3,200 – –
Twin Tree Management
391
Twin Tree Management
Texas
$93K 2,890 -2,095 -42%
VFA
392
Virtus Fund Advisers
Connecticut
$87K 2,724 -317 -10%
PIA
393
Piedmont Investment Advisors
North Carolina
$80.1K 2,499 – –
LTFS
394
Ladenburg Thalmann Financial Services
Florida
$73K 2,252 -12 -0.5%
BC
395
Bartlett & Co
Ohio
$63K 1,963 – –
GIS
396
Guardian Investor Services
New York
$61K 1,899 – –
Creative Planning
397
Creative Planning
Kansas
$55K 1,717 -374 -18%
MAM
398
Mizuho Asset Management
Japan
$54K 1,695 +616 +57%
JFGIW
399
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53K 1,646 +1,600 +3,478%
RWA
400
Ropes Wealth Advisors
Massachusetts
$51K 1,600 +1,600 New
14 15
16
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