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H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.28B invested in H&R Block in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 143 reducing their positions, and 43 closing their positions.

Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
12.31%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
48
Increased
160
Reduced
143
Closed
43
Calls
$336M
Puts
$161M
Net Calls
+$174M
Net Calls Change
-$3.01M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$677M
3
American Century Companies
3
American Century Companies
Missouri
$64.8M
4
WCMNY
4
Westchester Capital Management (New York)
New York
$53.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$125M

Top Sellers

1
SIG
1
Senator Investment Group
New York
$85.3M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$96.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$79.9M
4
Norges Bank
4
Norges Bank
Norway
$70.4M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
26
American Century Companies
Missouri
$64.8M +$64.8M +2,090,713 New
BG
27
BlackRock Group
United Kingdom
$64.3M -$382K -12,310 -0.6%
Renaissance Technologies
28
Renaissance Technologies
New York
$63.7M +$8.82M +284,500 +16%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$62.3M +$2.16M +69,667 +4%
NRC
30
North Run Capital
Massachusetts
$55.3M -$12.2M -392,472 -18%
Deutsche Bank
31
Deutsche Bank
Germany
$55M +$8.96M +288,890 +19%
WCMNY
32
Westchester Capital Management (New York)
New York
$53.6M +$53.6M +1,727,700 New
NCA
33
Newbrook Capital Advisors
New York
$53.5M +$720K +23,219 +1%
TCIM
34
TIAA CREF Investment Management
New York
$50.2M +$2.54M +81,790 +5%
AA
35
Antipodean Advisors
New York
$43.2M +$8.87M +286,000 +26%
TSW
36
Thompson Siegel & Walmsley
Virginia
$42.9M +$9.38M +302,364 +28%
Charles Schwab
37
Charles Schwab
California
$42M +$10.8M +349,248 +35%
Wells Fargo
38
Wells Fargo
California
$41.5M -$7.63M -245,952 -16%
Goldman Sachs
39
Goldman Sachs
New York
$40M -$25.6M -827,163 -39%
Two Sigma Investments
40
Two Sigma Investments
New York
$36.7M -$17.2M -555,740 -32%
Hotchkis & Wiley Capital Management
41
Hotchkis & Wiley Capital Management
California
$36.2M +$193K +6,209 +0.5%
Legal & General Group
42
Legal & General Group
United Kingdom
$35.9M -$831K -26,792 -2%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$34.8M -$7.43M -239,700 -18%
USAA
44
United Services Automobile Association
Texas
$33.3M -$1.07M -34,600 -3%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$30.9M -$2.36M -76,155 -7%
Alyeska Investment Group
46
Alyeska Investment Group
Illinois
$29.3M -$7.88M -254,191 -21%
UBS AM
47
UBS AM
Illinois
$29M +$553K +17,848 +2%
Fidelity International
48
Fidelity International
Bermuda
$28.4M +$7.03M +226,619 +33%
SCM
49
Smead Capital Management
Arizona
$28M -$25.6K -825 -0.1%
SAM
50
Sandell Asset Management
New York
$27.4M +$12.7M +407,968 +86%
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