HRB icon

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 %
HI
426
Hudock Inc
Pennsylvania
$10K – – –
TFO
427
Tarbox Family Office
California
$10K – – –
ECM
428
Estabrook Capital Management
New York
$8.25K – – –
TRCT
429
Tower Research Capital (TRC)
New York
$8K -$18K -550 -69%
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$7K -$4.94K -141 -41%
QAM
431
QCI Asset Management
New York
$7K – – –
CAW
432
Cornerstone Advisors (Washington)
Washington
$7K – – –
FAM
433
Fortaleza Asset Management
Illinois
$5K – – –
GAM
434
Gemmer Asset Management
California
$3K – – –
HR
435
Howe & Rusling
New York
$3K +$3K +92 New
JFGIW
436
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
NG
437
NatWest Group
United Kingdom
$217 – – –
BRWA
438
B. Riley Wealth Advisors
Florida
$3 +$3 +100 New
TP
439
Third Point
New York
– -$138M -4,448,000 Closed
Viking Global Investors
440
Viking Global Investors
Connecticut
– -$96.9M -3,124,772 Closed
WCMNY
441
Westchester Capital Management (New York)
New York
– -$53.6M -1,727,700 Closed
AA
442
Antipodean Advisors
New York
– -$43.2M -1,392,273 Closed
ARTA
443
A.R.T. Advisors
New York
– -$12.8M -412,250 Closed
FAM
444
Foxhaven Asset Management
Virginia
– -$12.4M -400,930 Closed
BPGAM
445
BTG Pactual Global Asset Management
Bermuda
– -$9.3M -300,000 Closed
PG
446
PEAK6 Group
Illinois
– -$8.91M -287,400 Closed
Lazard Asset Management
447
Lazard Asset Management
New York
– -$8.35M -269,400 Closed
Hudson Bay Capital Management
448
Hudson Bay Capital Management
Connecticut
– -$8.22M -265,073 Closed
FQ
449
First Quadrant
California
– -$7.78M -251,000 Closed
AIA
450
Avalon Investment & Advisory
Texas
– -$7.42M -239,290 Closed
16 17
18
19 20