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H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.89B invested in H&R Block in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 140 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+30
Holders Change %
+7.61%
% of All Funds
12.19%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
70
Increased
140
Reduced
146
Closed
37
Calls
$226M
Puts
$48.7M
Net Calls
+$177M
Net Calls Change
+$102M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$165M
2
Morgan Stanley
2
Morgan Stanley
New York
$157M
3
CCM
3
Cantillon Capital Management
New York
$80.1M
4
Norges Bank
4
Norges Bank
Norway
$140M
5
Victory Capital Management
5
Victory Capital Management
Texas
$67.2M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$200M
2
SC
2
Sculptor Capital
New York
$8.38M
3
JHIU
3
Janus Henderson Investors US
Colorado
$12.7M
4
HCM
4
Hoplite Capital Management
New York
$123M
5
MCMC
5
Matrix Capital Management Company
New Hampshire
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
26
BlackRock Group
United Kingdom
$69.9M +$5.81M +173,453 +9%
Victory Capital Management
27
Victory Capital Management
Texas
$67.2M +$67.2M +2,017,630 New
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$65.7M +$173K +5,161 +0.3%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$65M -$794K -23,716 -1%
Renaissance Technologies
30
Renaissance Technologies
New York
$59.3M +$59.3M +1,770,000 New
Two Sigma Investments
31
Two Sigma Investments
New York
$58.4M +$34.4M +1,026,177 +144%
NCA
32
Newbrook Capital Advisors
New York
$57M -$3.03M -90,320 -5%
Wells Fargo
33
Wells Fargo
California
$53.1M +$44.9M +1,340,600 +551%
TCIM
34
TIAA CREF Investment Management
New York
$51.5M -$4.01M -119,588 -7%
Deutsche Bank
35
Deutsche Bank
Germany
$49.8M +$21.8M +650,329 +78%
Marshall Wace
36
Marshall Wace
United Kingdom
$46.9M +$46.9M +1,400,000 New
Two Sigma Advisers
37
Two Sigma Advisers
New York
$45.7M +$40.4M +1,205,400 +767%
Alyeska Investment Group
38
Alyeska Investment Group
Illinois
$40.2M -$10.1M -300,000 -20%
MCG
39
Meru Capital Group
New York
$40.1M -$11.2M -333,000 -22%
Legal & General Group
40
Legal & General Group
United Kingdom
$39.7M +$465K +13,872 +1%
Hotchkis & Wiley Capital Management
41
Hotchkis & Wiley Capital Management
California
$38.9M -$2.24M -66,849 -5%
USAA
42
United Services Automobile Association
Texas
$37.2M +$2.82M +84,100 +8%
AA
43
Antipodean Advisors
New York
$37.1M -$24.8M -738,927 -40%
TSW
44
Thompson Siegel & Walmsley
Virginia
$36.2M +$7.46M +222,632 +26%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$35.9M +$26.7M +796,604 +290%
DCM
46
Discovery Capital Management
Connecticut
$35.4M +$1.5M +44,660 +4%
Charles Schwab
47
Charles Schwab
California
$33.7M +$6.62M +197,474 +24%
BlackRock
48
BlackRock
New York
$31.6M +$12.7M +377,628 +67%
PCM
49
Palestra Capital Management
New York
$31.4M +$15.3M +457,400 +95%
UBS AM
50
UBS AM
Illinois
$30.7M +$1.96M +58,487 +7%
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