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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 %
DCM
426
Discovery Capital Management
Connecticut
– -$35.4M -1,056,660 Closed
PCM
427
Palestra Capital Management
New York
– -$31.4M -937,388 Closed
OSAM
428
O'Shaughnessy Asset Management
Connecticut
– -$14.8M -442,020 Closed
HCM
429
Highbridge Capital Management
New York
– -$13.2M -393,014 Closed
SC
430
Seawolf Capital
New York
– -$11.1M -332,300 Closed
EPCM
431
Eton Park Capital Management
New York
– -$10.1M -300,000 Closed
FPCM
432
Fox Point Capital Management
New York
– -$8.38M -250,000 Closed
SC
433
Sculptor Capital
New York
– -$8.38M -250,000 Closed
MCO
434
MAK Capital One
New York
– -$6.91M -206,027 Closed
SIS
435
Sandell Investment Services
New York
– -$6.08M -181,230 Closed
Balyasny Asset Management
436
Balyasny Asset Management
Illinois
– -$5.03M -150,000 Closed
LOM
437
Loeb Offshore Management
New York
– -$4.22M -125,908 Closed
MC
438
Maplelane Capital
New York
– -$2.95M -88,000 Closed
AIMCA
439
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$2.88M -85,800 Closed
Fiera Capital (Canada)
440
Fiera Capital (Canada)
Quebec, Canada
– -$2.58M -77,100 Closed
Royal London Asset Management
441
Royal London Asset Management
United Kingdom
– -$2.08M -64,236 Closed
O
442
OppenheimerFunds
New York
– -$2.07M -61,780 Closed
LP
443
LMR Partners
United Kingdom
– -$1.25M -37,214 Closed
EMG
444
Ellington Management Group
Connecticut
– -$1.23M -36,600 Closed
PAG
445
Private Advisor Group
New Jersey
– -$1.19M -35,577 Closed
LWM
446
Lyons Wealth Management
Florida
– -$1.02M -30,503 Closed
HHC
447
Hutchin Hill Capital
New York
– -$952K -28,400 Closed
BCMU
448
BlueCrest Capital Management (UK)
Guernsey
– -$807K -24,070 Closed
CM
449
Castleark Management
Illinois
– -$568K -16,940 Closed
MCM
450
Moore Capital Management
New York
– -$556K -16,606 Closed
15 16 17
18
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