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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 %
JFA
401
JNBA Financial Advisors
Minnesota
$19K – – –
HCC
402
Hirtle Callaghan & Co
Pennsylvania
$18K – – –
MFS
403
MSI Financial Services
Massachusetts
$18K – – –
WEC
404
Winslow Evans & Crocker
Massachusetts
$17.6K -$4.61K -149 -21%
KT
405
Kanaly Trust
Texas
$16K – – –
WA
406
WFG Advisors
Texas
$16K – – –
AP
407
Atwood & Palmer
Missouri
$15K +$10.3K +329 +219%
GSC
408
Ground Swell Capital
South Carolina
$14K +$14K +465 New
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
PMAM
410
Picton Mahoney Asset Management
Ontario, Canada
$10.8K +$161 +5,200 +2%
TFA
411
Transamerica Financial Advisors
Florida
$10K +$10K +300 New
Manulife (Manufacturers Life Insurance)
412
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.73K +$1.09K +35,142 +13%
ECM
413
Exchange Capital Management
Michigan
$9K – – –
HI
414
Hudock Inc
Pennsylvania
$9K – – –
TFO
415
Tarbox Family Office
California
$9K – – –
ECM
416
Estabrook Capital Management
New York
$7.6K – – –
QAM
417
QCI Asset Management
New York
$7K – – –
CAW
418
Cornerstone Advisors (Washington)
Washington
$7K – – –
WA
419
Waverly Advisors
Alabama
$7K – – –
FAM
420
Fortaleza Asset Management
Illinois
$4K +$1.14K +40 +40%
GAM
421
Gemmer Asset Management
California
$3K – – –
WIL
422
Winifred I. Li
$2K +$2K +56 New
JFGIW
423
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1K +46 New
SEC
424
Seven Eight Capital
New York
$682 -$173K -5,575 -100%
NG
425
NatWest Group
United Kingdom
$200 – – –
15 16
17
18 19