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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 %
SCM
451
Stevens Capital Management
Pennsylvania
– -$6.52M -210,086 Closed
HI
452
HBK Investments
Texas
– -$5.24M -169,100 Closed
WLC
453
Wing Lake Capital
New York
– -$4.97M -160,180 Closed
PI
454
PineBridge Investments
New York
– -$4.42M -142,452 Closed
NCCM
455
Nine Chapters Capital Management
New Jersey
– -$3.1M -99,900 Closed
PCM
456
Portolan Capital Management
Massachusetts
– -$2.83M -91,386 Closed
KAS
457
Kemnay Advisory Services
New York
– -$2.4M -77,255 Closed
AL
458
Airain Ltd
Guernsey
– -$2.33M -75,109 Closed
Marshall Wace
459
Marshall Wace
United Kingdom
– -$2.26M -72,959 Closed
PP
460
PDT Partners
New York
– -$2.22M -71,518 Closed
SIM
461
Spark Investment Management
New York
– -$1.87M -60,300 Closed
SFM
462
Soros Fund Management
New York
– -$1.85M -59,665 Closed
PAM
463
Princeton Alpha Management
New Jersey
– -$1.37M -44,105 Closed
B
464
Baird
Wisconsin
– -$933K -30,090 Closed
CA
465
Continental Advisors
Utah
– -$930K -30,000 Closed
NBC
466
Neuberger Berman Canada
Ontario, Canada
– -$800K -25,800 Closed
HT
467
HAP Trading
New York
– -$749K -24,153 Closed
LOAMS
468
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$658K -21,100 Closed
FNYS
469
First New York Securities
New York
– -$620K -20,000 Closed
ZIM
470
Zacks Investment Management
Illinois
– -$479K -15,449 Closed
JIM
471
Jensen Investment Management
Oregon
– -$460K -14,820 Closed
CG
472
Clinton Group
New York
– -$423K -13,649 Closed
VKH
473
Virtu KCG Holdings
New York
– -$303K -9,770 Closed
BKBG
474
BHF Kleinwort Benson Group
Belgium
– -$312K -9,390 Closed
CC
475
Cipher Capital
New York
– -$266K -8,589 Closed
16 17 18
19
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