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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 closing their positions.

Holders
444
Holders Change
–
Holders Change %
0%
% of All Funds
11.97%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.22%
New
64
Increased
169
Reduced
140
Closed
59
Calls
$318M
Puts
$88.7M
Net Calls
+$229M
Net Calls Change
+$49.6M

Top Buyers

1
ECP
1
Empyrean Capital Partners
California
$48.9M
2
CGI
2
CI Global Investments
California
$191M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$48.6M
4
EA
4
Euclid Advisors
Connecticut
$41.1M
5
Millennium Management
5
Millennium Management
New York
$37.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$463M
2
SIG
2
Senator Investment Group
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13M
5
DC
5
Davenport & Co
Virginia
$589K
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
451
Kingdon Capital Management
New York
– – -136,806 Closed
TI
452
Trexquant Investment
Connecticut
– – -122,000 Closed
CM
453
Castleark Management
Illinois
– – -65,130 Closed
TWM
454
Torch Wealth Management
Ohio
– – -47,510 Closed
PAM
455
Princeton Alpha Management
New Jersey
– – -45,788 Closed
HighTower Advisors
456
HighTower Advisors
Illinois
– – -41,939 Closed
SLI
457
Sumitomo Life Insurance
Japan
– – -41,390 Closed
William Blair & Company
458
William Blair & Company
Illinois
– – -37,242 Closed
CCIA
459
Campbell & Co Investment Adviser
Maryland
– – -31,985 Closed
LP
460
LMR Partners
United Kingdom
– – -30,227 Closed
GMIM
461
General Motors Investment Management
New York
– – -25,737 Closed
Walleye Trading
462
Walleye Trading
New York
– – -25,506 Closed
PRCM
463
Pine River Capital Management
Minnesota
– – -25,133 Closed
WCM
464
Wedge Capital Management
North Carolina
– – -22,050 Closed
CA
465
Continental Advisors
Utah
– – -20,000 Closed
SFP
466
Santa Fe Partners
New Mexico
– – -19,199 Closed
JG
467
Jefferies Group
New York
– – -17,560 Closed
BMCMI
468
Bryn Mawr Capital Management Inc
Pennsylvania
– – -16,363 Closed
DTL
469
Dynamic Technology Lab
Singapore
– – -14,071 Closed
Wellington Management Group
470
Wellington Management Group
Massachusetts
– – -13,679 Closed
IIM
471
Intact Investment Management
Quebec, Canada
– – -13,300 Closed
CCG
472
Cypress Capital Group
Florida
– – -12,670 Closed
EGM
473
Engineers Gate Manager
New York
– – -11,700 Closed
R
474
RQSI
Bahamas
– – -11,501 Closed
AH
475
Achievement Holdings
Illinois
– – -11,100 Closed
17 18
19
20 21