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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.79%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$244M
2
LCOV
2
London Company of Virginia
Virginia
$140M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$509M
4
SCM
4
Smead Capital Management
Arizona
$86.8M
5
AR
5
Advisory Research
Illinois
$74.1M

Top Sellers

1
AIG
1
American International Group
New York
$4.32M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$439M
3
Boston Partners
3
Boston Partners
Massachusetts
$98.1M
4
OC
4
Orange Capital
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$241K
Name Market Value Shares Shares
Change 		Shares
Change %
MP
451
Manikay Partners
New York
– – -1,200,000 Closed
WCM
452
Wedge Capital Management
North Carolina
– – -959,025 Closed
Balyasny Asset Management
453
Balyasny Asset Management
Illinois
– – -738,697 Closed
Two Sigma Investments
454
Two Sigma Investments
New York
– – -694,938 Closed
MNA
455
Manning & Napier Advisors
New York
– – -655,000 Closed
Walleye Trading
456
Walleye Trading
New York
– – -625,504 Closed
FCM
457
Farallon Capital Management
California
– – -508,200 Closed
Group One Trading
458
Group One Trading
Illinois
– – -421,285 Closed
HCMT
459
Highland Capital Management (Texas)
Texas
– – -412,831 Closed
RAM
460
RWC Asset Management
United Kingdom
– – -401,213 Closed
CWM
461
CIBC World Markets
New York
– – -400,000 Closed
SCI
462
Seneca Capital Investments
New York
– – -389,000 Closed
PG
463
PEAK6 Group
Illinois
– – -367,242 Closed
AH
464
Achievement Holdings
Illinois
– – -329,700 Closed
PP
465
Prudential plc
United Kingdom
– – -303,078 Closed
PMAM
466
Picton Mahoney Asset Management
Ontario, Canada
– – -291,600 Closed
KCM
467
Kingdon Capital Management
New York
– – -213,334 Closed
BCM
468
BlueCrest Capital Management
Jersey
– – -205,987 Closed
CL
469
CSS LLC
Illinois
– – -187,931 Closed
Nomura Holdings
470
Nomura Holdings
Japan
– – -179,118 Closed
NCCM
471
Nine Chapters Capital Management
New Jersey
– – -156,800 Closed
QIM
472
Quantitative Investment Management
Virginia
– – -150,500 Closed
ARTA
473
A.R.T. Advisors
New York
– – -138,357 Closed
MSU
474
Mizuho Securities USA
New York
– – -125,000 Closed
PP
475
PDT Partners
New York
– – -121,639 Closed
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19
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