HRB icon

H&R Block
HRB

Overview Fund Activity

464 hedge funds and large institutions have $10.8B invested in H&R Block in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 53 closing their positions.

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
12.97%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.53%
New
75
Increased
156
Reduced
161
Closed
53
Calls
$366M
Puts
$214M
Net Calls
+$152M
Net Calls Change
-$77.4M

Top Buyers

1
SC
1
Samlyn Capital
New York
$107M
2
Citigroup
2
Citigroup
New York
$97.8M
3
CS
3
Credit Suisse
Switzerland
$99.3M
4
FIM
4
Freedom Investment Management
Connecticut
$73.7M
5
SG Americas Securities
5
SG Americas Securities
New York
$61.7M

Top Sellers

1
MCMC
1
Matrix Capital Management Company
New Hampshire
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$187M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$202M
4
CGI
4
CI Global Investments
California
$184M
5
ECP
5
Empyrean Capital Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAW
451
Cornerstone Advisors (Washington)
Washington
$8K 222 – –
ARMC
452
American Research & Management Company
Massachusetts
$7K 200 – –
TSU
453
TD Securities (USA)
New York
$6K 158 -111,316 -100%
GAM
454
Gemmer Asset Management
California
$6K 167 +66 +65%
AA
455
ALPS Advisors
Colorado
$5.05K 13,957 +13,957 New
Parallax Volatility Advisers
456
Parallax Volatility Advisers
California
$5K 150 -13,889 -99%
PFBT
457
Parkside Financial Bank & Trust
Missouri
$5K 117 +117 New
ZB
458
Zions Bancorporation
Utah
$3K 71 +71 New
SI
459
Sentry Investments
Ontario, Canada
$2.52K 69,500 +500 +0.7%
FMII
460
Farmers & Merchants Investments Inc
Nebraska
$2K 44 – –
KCM
461
Karp Capital Management
California
$2K 55 +55 New
HCMT
462
Highland Capital Management (Tennessee)
Tennessee
$1K 35 – –
GXMC
463
Global X Management Company
New York
$1K 40 +6 +18%
QCG
464
Quadrant Capital Group
Ohio
$1K 52 +14 +37%
Bessemer Group
465
Bessemer Group
New Jersey
$1K 36 +36 New
Nuveen Asset Management
466
Nuveen Asset Management
Illinois
$682 18,844 +418 +2%
MCMC
467
Matrix Capital Management Company
New Hampshire
– – -3,600,000 Closed
ECP
468
Empyrean Capital Partners
California
– – -1,650,000 Closed
Lord, Abbett & Co
469
Lord, Abbett & Co
New Jersey
– – -1,172,900 Closed
Hotchkis & Wiley Capital Management
470
Hotchkis & Wiley Capital Management
California
– – -1,032,773 Closed
HCM
471
Highbridge Capital Management
New York
– – -647,317 Closed
WI
472
WBI Investments
New Jersey
– – -496,383 Closed
D.E. Shaw & Co
473
D.E. Shaw & Co
New York
– – -439,551 Closed
CS
474
Candriam SCA
Luxembourg
– – -341,365 Closed
SC
475
Seawolf Capital
New York
– – -266,100 Closed
17 18
19
20 21