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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 %
PCM
426
Penserra Capital Management
California
$37 +$11 +441 +44%
American Century Companies
427
American Century Companies
Missouri
– -$41.6M -1,247,799 Closed
SC
428
Samlyn Capital
New York
– -$19M -571,409 Closed
SLCM
429
Seven Locks Capital Management
New York
– -$18.1M -542,830 Closed
Renaissance Technologies
430
Renaissance Technologies
New York
– -$15.9M -478,100 Closed
OCM
431
Oskie Capital Management
New York
– -$13.4M -402,281 Closed
AAMU
432
Amundi Asset Management US
Massachusetts
– -$10.2M -307,069 Closed
HA
433
Hays Advisory
Tennessee
– -$9.55M -286,615 Closed
Lazard Asset Management
434
Lazard Asset Management
New York
– -$9.4M -282,331 Closed
AIA
435
Affinity Investment Advisors
California
– -$7.1M -213,119 Closed
OCA
436
Otter Creek Advisors
Florida
– -$6.48M -194,386 Closed
PI
437
PGGM Investments
Netherlands
– -$5.91M -177,343 Closed
CHCM
438
Columbus Hill Capital Management
New Jersey
– -$5.5M -165,000 Closed
EGM
439
Espalier Global Management
New York
– -$5.28M -158,500 Closed
CM
440
Castleark Management
Illinois
– -$4.73M -141,875 Closed
IG
441
ING Group
Netherlands
– -$3.58M -107,440 Closed
PDN
442
Pensionfund DSM Netherlands
Netherlands
– -$2.87M -86,000 Closed
CEI
443
Clark Estates Inc
New York
– -$2.59M -77,700 Closed
MC
444
Menta Capital
California
– -$2.32M -69,586 Closed
Alyeska Investment Group
445
Alyeska Investment Group
Illinois
– -$2.31M -69,338 Closed
HAI
446
Hennessy Advisors Inc
California
– -$2.29M -68,700 Closed
BPIM
447
Brant Point Investment Management
New York
– -$2.17M -65,000 Closed
VCP
448
Valtura Capital Partners
New York
– -$1.76M -52,858 Closed
PS
449
Pensionfund Sabic
Netherlands
– -$1.4M -42,000 Closed
CC
450
Cipher Capital
New York
– -$1.33M -40,053 Closed
16 17
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