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H&R Block
HRB

Overview Fund Activity

428 hedge funds and large institutions have $5.33B invested in H&R Block in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 146 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-21
Holders Change %
-4.68%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-81.82%
% of All Funds
0.05%
New
52
Increased
166
Reduced
146
Closed
68
Calls
$43.5M
Puts
$19.8M
Net Calls
+$23.7M
Net Calls Change
-$939K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$491M
2
Bank of America
Bank of America
North Carolina
$271M
3
VNIM
Vaughan Nelson Investment Management
Texas
$51.3M
4
WHG
Westwood Holdings Group
Texas
$52.8M
5
TSW
Thompson Siegel & Walmsley
Virginia
$59.3M

Top Sellers

1
CGI
CI Global Investments
California
$46.9M
2
Boston Partners
Boston Partners
Massachusetts
$36.2M
3
American Century Companies
American Century Companies
Missouri
$0
4
GT
Glenmede Trust
Pennsylvania
$1.92M
5
Vanguard Group
Vanguard Group
Pennsylvania
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
451
Santa Fe Partners
New Mexico
– -$1.14M -34,151 Closed
Handelsbanken Fonder
452
Handelsbanken Fonder
Sweden
– -$1.1M -32,997 Closed
MC
453
Maverick Capital
Texas
– -$1.03M -30,930 Closed
SC
454
Scotia Capital
Ontario, Canada
– -$1.04M -29,080 Closed
HW
455
Hancock Whitney
Mississippi
– -$929K -27,900 Closed
DCM
456
Dupont Capital Management
Delaware
– -$863K -25,900 Closed
SSCM
457
Summit Street Capital Management
New York
– -$752K -22,563 Closed
Neuberger Berman Group
458
Neuberger Berman Group
New York
– -$707K -21,218 Closed
CEP
459
Chicago Equity Partners
Illinois
– -$706K -21,205 Closed
RJFSA
460
Raymond James Financial Services Advisors
Florida
– -$666K -19,990 Closed
PCM
461
Prelude Capital Management
New York
– -$610K -18,321 Closed
Cambridge Investment Research Advisors
462
Cambridge Investment Research Advisors
Iowa
– -$581K -17,443 Closed
SRP
463
Saddle Road Partners
Nebraska
– -$541K -16,244 Closed
AA
464
ALPS Advisors
Colorado
– -$465K -13,957 Closed
Capital Fund Management (CFM)
465
Capital Fund Management (CFM)
France
– -$389K -11,684 Closed
ZIM
466
Zacks Investment Management
Illinois
– -$385K -11,560 Closed
JIM
467
Jensen Investment Management
Oregon
– -$361K -10,850 Closed
UCFA
468
United Capital Financial Advisors
Texas
– -$325K -9,745 Closed
CIBC World Market
469
CIBC World Market
Ontario, Canada
– -$317K -9,515 Closed
HA
470
Halsey Associates
Connecticut
– -$279K -8,384 Closed
AWA
471
Arete Wealth Advisors
Illinois
– -$271K -8,150 Closed
ACM
472
Arrow Capital Management
New York
– -$250K -7,500 Closed
WCM
473
Windward Capital Management
California
– -$243K -7,284 Closed
LA
474
Lucus Advisors
New York
– -$239K -7,163 Closed
BST
475
Bath Savings Trust
Maine
– -$232K -6,961 Closed
16 17 18
19
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