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H&R Block
HRB

Overview Fund Activity

394 hedge funds and large institutions have $7.15B invested in H&R Block in 2014 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 109 increasing their positions, 158 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
11.39%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.43%
New
59
Increased
109
Reduced
158
Closed
48
Calls
$131M
Puts
$56.3M
Net Calls
+$75.1M
Net Calls Change
+$50.6M

Top Buyers

1
SIG
Senator Investment Group
New York
$140M
2
TP
Third Point
New York
$106M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$181M
4
AR
Advisory Research
Illinois
$86.9M
5
NCA
Newbrook Capital Advisors
New York
$54.1M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
$75.4M
2
Invesco
Invesco
Georgia
$12.6M
3
PI
PGGM Investments
Netherlands
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$783M
5
AQR Capital Management
AQR Capital Management
Connecticut
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFA
401
Nationwide Fund Advisors
Ohio
– -$7.74M -266,429 Closed
DCM
402
Decade Capital Management
New York
– -$6.09M -209,707 Closed
MCA
403
Metropolitan Capital Advisors
New York
– -$5.56M -191,308 Closed
EA
404
Euclid Advisors
Connecticut
– -$3.72M -128,145 Closed
MSU
405
Maple Securities USA
New Jersey
– -$2.6M -89,486 Closed
Calamos Advisors
406
Calamos Advisors
Illinois
– -$2.55M -87,832 Closed
BCM
407
Bridgeway Capital Management
Texas
– -$2.09M -72,100 Closed
First Trust Advisors
408
First Trust Advisors
Illinois
– -$2.04M -70,283 Closed
AL
409
Airain Ltd
Guernsey
– -$1.53M -52,546 Closed
KCM
410
Kames Capital Management
United Kingdom
– -$1.33M -45,757 Closed
CFB
411
Cullen/Frost Bankers
Texas
– -$1.27M -43,575 Closed
CIP
412
Centerline Investment Partners
New York
– -$1.07M -37,000 Closed
NCCM
413
Nine Chapters Capital Management
New Jersey
– -$1.07M -36,800 Closed
JIM
414
Jupiter Investment Management
United Kingdom
– -$1.01M -34,900 Closed
NG
415
NatWest Group
United Kingdom
– -$853K -29,368 Closed
QSS
416
Quantitative Systematic Strategies
Florida
– -$596K -20,471 Closed
AA
417
ALPS Advisors
Colorado
– -$604K -19,854 Closed
DCM
418
Dynamic Capital Management
Jersey
– -$564K -19,414 Closed
QIM
419
Quantitative Investment Management
Virginia
– -$540K -18,600 Closed
AAM
420
Aston Asset Management
Illinois
– -$485K -16,575 Closed
NIM
421
NuWave Investment Management
New Jersey
– -$462K -15,899 Closed
VFS
422
VSR Financial Services
Kansas
– -$432K -14,878 Closed
CC
423
Cipher Capital
New York
– -$398K -13,721 Closed
CCG
424
Cypress Capital Group
Florida
– -$397K -13,671 Closed
Walleye Trading
425
Walleye Trading
New York
– -$344K -11,860 Closed
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17
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