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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 %
MCA
401
Mercer Capital Advisers
New Jersey
$52K +$52K +1,550 New
Simplex Trading
402
Simplex Trading
Illinois
$39K +$39K +1,160 New
PIM
403
Parasol Investment Management
Illinois
$38K – – –
IMS
404
Index Management Solutions
Pennsylvania
$37K -$410K -12,336 -92%
MAM
405
Mizuho Asset Management
Japan
$36K – – –
SAMC
406
Shinko Asset Management Company
Japan
$34K -$3.4K -100 -9%
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$33K +$33K +958 New
FHA
408
First Horizon Advisors
Tennessee
$29K +$29K +863 New
ASN
409
Advisory Services Network
Georgia
$27K +$27K +836 New
NCM
410
Nelson Capital Management
California
$25K – – –
MFS
411
MSI Financial Services
Massachusetts
$20K – – –
HCC
412
Hirtle Callaghan & Co
Pennsylvania
$20K – – –
JFA
413
JNBA Financial Advisors
Minnesota
$20K – – –
WEC
414
Winslow Evans & Crocker
Massachusetts
$19.1K – – –
WIL
415
Winifred I. Li
$19K +$17.1K +513 +916%
VanEck Associates
416
VanEck Associates
New York
$19K +$19K +559 New
AP
417
Atwood & Palmer
Missouri
$17K – – –
KT
418
Kanaly Trust
Texas
$17K – – –
WA
419
WFG Advisors
Texas
$17K – – –
NPC
420
National Planning Corporation
California
$16.1K +$16.1K +495 New
LWA
421
Lowe Wealth Advisors
Maryland
$14K +$14K +406 New
RA
422
Rational Advisors
New York
$12K +$12K +350 New
TFA
423
Transamerica Financial Advisors
Florida
$11K +$73 +2 +0.7%
CTC
424
Central Trust Company
Missouri
$11K +$11K +314 New
Manulife (Manufacturers Life Insurance)
425
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.9K +$310 +9,212 +3%
15 16
17
18 19