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H&R Block
HRB

Overview Fund Activity

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$392M
2
Millennium Management
Millennium Management
New York
$57.3M
3
Deutsche Bank
Deutsche Bank
Germany
$76.6M
4
Morgan Stanley
Morgan Stanley
New York
$55.6M
5
T
TOBAM
France
$43.7M

Top Sellers

1
First Manhattan
First Manhattan
New York
$38.2M
2
SCM
Smead Capital Management
Arizona
$578K
3
WHG
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
Victory Capital Management
Texas
$66K
5
Boston Partners
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
401
Piedmont Investment Advisors
North Carolina
$92 +$92 +4 New
WHG
402
Westwood Holdings Group
Texas
– -$52.8M -2,000,111 Closed
Boston Partners
403
Boston Partners
Massachusetts
– -$36.2M -1,369,573 Closed
RIM
404
RS Investment Management
California
– -$32.2M -1,220,481 Closed
CC
405
Cannell & Co
New York
– -$25.2M -955,358 Closed
Lord, Abbett & Co
406
Lord, Abbett & Co
New Jersey
– -$16.4M -621,200 Closed
Voloridge Investment Management
407
Voloridge Investment Management
Florida
– -$13.3M -502,353 Closed
JIM
408
Jupiter Investment Management
United Kingdom
– -$12.1M -456,403 Closed
PRCM
409
Pine River Capital Management
Minnesota
– -$8.4M -318,028 Closed
TAM
410
Todd Asset Management
Kentucky
– -$8.22M -311,102 Closed
UOC
411
UBS O'Connor
Illinois
– -$5.56M -210,532 Closed
MAM
412
Majedie Asset Management
United Kingdom
– -$5.21M -197,255 Closed
CCA
413
Catalyst Capital Advisors
New York
– -$3.64M -137,778 Closed
T
414
Tahithromos
New York
– -$3.36M -127,077 Closed
RPA
415
Rock Point Advisors
Vermont
– -$3.09M -116,806 Closed
PI
416
Putnam Investments
Massachusetts
– -$2.5M -94,696 Closed
CG
417
Clinton Group
New York
– -$2.41M -91,063 Closed
Arrowstreet Capital
418
Arrowstreet Capital
Massachusetts
– -$2.03M -77,000 Closed
GCP
419
GSA Capital Partners
United Kingdom
– -$1.81M -68,348 Closed
CS
420
Candriam SCA
Luxembourg
– -$1.75M -66,665 Closed
SI
421
Sentry Investments
Ontario, Canada
– -$1.69K -63,800 Closed
PFC
422
Poplar Forest Capital
California
– -$1.55M -58,550 Closed
KAM
423
Knightsbridge Asset Management
California
– -$1.37M -51,810 Closed
KCPG
424
Kavar Capital Partners Group
Kansas
– -$1.34M -50,750 Closed
AIA
425
Arrow Investment Advisors
Maryland
– -$1.19M -44,897 Closed
15 16
17
18 19