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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $6.78B invested in H&R Block in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 172 reducing their positions, and 41 closing their positions.

Holders
391
Holders Change
+7
Holders Change %
+1.82%
% of All Funds
11.36%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
50
Increased
107
Reduced
172
Closed
41
Calls
$120M
Puts
$95.3M
Net Calls
+$24.5M
Net Calls Change
-$35.9M

Top Buyers

1
AIG
1
American International Group
New York
$270M
2
SC
2
Sculptor Capital
New York
$161M
3
NRC
3
North Run Capital
Massachusetts
$44.8M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$510M
5
FA
5
Friess Associates
Delaware
$29.2M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$9.49M
2
LPC
2
Lone Pine Capital
Connecticut
$0
3
SCA
3
Southpoint Capital Advisors
New York
$43.6M
4
State Street
4
State Street
Massachusetts
$330M
5
HCM
5
Hoplite Capital Management
New York
$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRC
26
North Run Capital
Massachusetts
$44.8M +$44.8M +1,542,000 New
PI
27
PGGM Investments
Netherlands
$43.9M – – –
SCA
28
Southpoint Capital Advisors
New York
$43.6M -$58.1M -2,000,000 -57%
WCM
29
Winton Capital Management
United Kingdom
$41.8M +$1.05M +36,104 +3%
MCG
30
Meru Capital Group
New York
$39.2M +$10.1M +348,400 +35%
FC
31
Fairpointe Capital
Illinois
$36.5M -$15.6M -538,765 -30%
Legal & General Group
32
Legal & General Group
United Kingdom
$35.3M +$205K +7,059 +0.6%
Deutsche Bank
33
Deutsche Bank
Germany
$33.9M -$31.2M -1,073,387 -48%
Goldman Sachs
34
Goldman Sachs
New York
$33.6M +$8M +275,487 +31%
Morgan Stanley
35
Morgan Stanley
New York
$31.1M +$5.36M +184,447 +21%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$30.9M -$798K -27,523 -3%
Hotchkis & Wiley Capital Management
37
Hotchkis & Wiley Capital Management
California
$30.7M -$10.1M -346,700 -25%
CC
38
Carlson Capital
Texas
$30.5M +$11.4M +391,537 +59%
Alyeska Investment Group
39
Alyeska Investment Group
Illinois
$29.8M – – –
Charles Schwab
40
Charles Schwab
California
$29.2M +$1.2M +41,185 +4%
FA
41
Friess Associates
Delaware
$29.2M +$29.2M +1,005,000 New
GC
42
Guggenheim Capital
Illinois
$27.3M -$1.3M -44,815 -5%
TSW
43
Thompson Siegel & Walmsley
Virginia
$26.9M +$1.79M +61,602 +7%
Ameriprise
44
Ameriprise
Minnesota
$26.3M -$20.4M -701,555 -44%
SCM
45
Steadfast Capital Management
New York
$25.4M -$18.5M -636,163 -42%
ARC
46
Absolute Return Capital
Massachusetts
$23.3M +$19M +652,994 +433%
UBS AM
47
UBS AM
Illinois
$23.2M -$8.26M -284,501 -26%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$23M -$619K -21,308 -3%
LCM
49
Lakewood Capital Management
New York
$22.2M +$10.7M +370,000 +94%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$22.2M -$926K -31,900 -4%
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