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H&R Block
HRB

Overview Fund Activity

428 hedge funds and large institutions have $5.33B invested in H&R Block in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 146 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-21
Holders Change %
-4.68%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-81.82%
% of All Funds
0.05%
New
52
Increased
166
Reduced
146
Closed
68
Calls
$43.5M
Puts
$19.8M
Net Calls
+$23.7M
Net Calls Change
-$939K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$491M
2
Bank of America
Bank of America
North Carolina
$271M
3
VNIM
Vaughan Nelson Investment Management
Texas
$51.3M
4
WHG
Westwood Holdings Group
Texas
$52.8M
5
TSW
Thompson Siegel & Walmsley
Virginia
$59.3M

Top Sellers

1
CGI
CI Global Investments
California
$46.9M
2
Boston Partners
Boston Partners
Massachusetts
$36.2M
3
American Century Companies
American Century Companies
Missouri
$0
4
GT
Glenmede Trust
Pennsylvania
$1.92M
5
Vanguard Group
Vanguard Group
Pennsylvania
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
401
Carroll Financial Associates
North Carolina
$8K – – –
SIM
402
Sonora Investment Management
Arizona
$7.93K – – –
TFO
403
Tarbox Family Office
California
$7K -$636 -24 -8%
HI
404
Hudock Inc
Pennsylvania
$7K – – –
EFSCE
405
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$4.17K -162 -41%
CAW
406
Cornerstone Advisors (Washington)
Washington
$6K – – –
ARMC
407
American Research & Management Company
Massachusetts
$5K – – –
QAM
408
QCI Asset Management
New York
$4K -$2.08K -75 -34%
GAM
409
Gemmer Asset Management
California
$4K – – –
PFBT
410
Parkside Financial Bank & Trust
Missouri
$4K +$1.5K +70 +60%
CHP
411
Cable Hill Partners
Oregon
$3K – – –
UMA
412
USA Mutuals Advisors
Texas
$3K +$3K +96 New
Bessemer Group
413
Bessemer Group
New Jersey
$3K +$3K +121 New
MA
414
MUFG Americas
New York
$2K -$58.1K -1,800 -97%
TRCT
415
Tower Research Capital (TRC)
New York
$2K +$2K +73 New
SI
416
Sentry Investments
Ontario, Canada
$1.69K +$864 +32,700 +105%
ECM
417
Estabrook Capital Management
New York
$1.06K – – –
QCG
418
Quadrant Capital Group
Ohio
$1K -$368 -14 -27%
TCOV
419
Trust Company of Vermont
Vermont
$1K – – –
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
TSU
421
TD Securities (USA)
New York
$1K – – –
ZB
422
Zions Bancorporation
Utah
$1K – – –
PCP
423
Proficio Capital Partners
Massachusetts
$1K +$173 +9 +21%
Nuveen Asset Management
424
Nuveen Asset Management
Illinois
$419 – – –
LP
425
LMR Partners
United Kingdom
$301 -$126 -4,778 -30%
15 16
17
18 19