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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.79B invested in H&R Block in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
444
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
58
Increased
168
Reduced
157
Closed
48
Calls
$228M
Puts
$48.2M
Net Calls
+$180M
Net Calls Change
+$146M

Top Buyers

1
First Manhattan
1
First Manhattan
New York
$208M
2
BG
2
BlackRock Group
United Kingdom
$158M
3
CGI
3
CI Global Investments
California
$155M
4
BA
4
BlackRock Advisors
Delaware
$62.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$772M

Top Sellers

1
HCM
1
Hoplite Capital Management
New York
$0
2
CCM
2
Cantillon Capital Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$199M
4
NRC
4
North Run Capital
Massachusetts
$0
5
AR
5
Advisory Research
Illinois
$59.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
451
Renaissance Technologies
New York
– – -609,600 Closed
NI
452
Numeric Investors
Massachusetts
– – -601,900 Closed
OCM
453
Oskie Capital Management
New York
– – -306,825 Closed
EGM
454
Espalier Global Management
New York
– – -218,200 Closed
SCI
455
Seneca Capital Investments
New York
– – -138,400 Closed
CCM
456
Criterion Capital Management
California
– – -137,000 Closed
First Trust Advisors
457
First Trust Advisors
Illinois
– – -123,169 Closed
BCM
458
Bridgeway Capital Management
Texas
– – -105,500 Closed
FAAM
459
First Allied Asset Management
California
– – -88,500 Closed
ACM
460
Alethea Capital Management
Washington
– – -77,879 Closed
PAG
461
Private Advisor Group
New Jersey
– – -23,727 Closed
KCM
462
KSA Capital Management
New Jersey
– – -23,300 Closed
MCM
463
Mork Capital Management
California
– – -22,300 Closed
CM
464
Churchill Management
California
– – -21,577 Closed
QIM
465
Quantitative Investment Management
Virginia
– – -20,300 Closed
MAM
466
Meeder Asset Management
Ohio
– – -19,197 Closed
AA
467
ALPS Advisors
Colorado
– – -16,322 Closed
OPTFSNA
468
Old Point Trust & Financial Services N A
Virginia
– – -15,000 Closed
FI
469
FormulaFolio Investments
Michigan
– – -13,373 Closed
AIM
470
abrdn Investment Management
United Kingdom
– – -11,291 Closed
QSS
471
Quantitative Systematic Strategies
Florida
– – -10,533 Closed
Natixis Advisors
472
Natixis Advisors
Massachusetts
– – -10,395 Closed
FM
473
Foster & Motley
Ohio
– – -10,273 Closed
MLL
474
Moody Lynn & Lieberson
Massachusetts
– – -8,957 Closed
CCT
475
Country Club Trust
Missouri
– – -8,500 Closed
16 17 18
19
20