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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $8.16B invested in H&R Block in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 148 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+13
Holders Change %
+3.07%
% of All Funds
11.66%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
66
Increased
149
Reduced
148
Closed
48
Calls
$91.9M
Puts
$58.6M
Net Calls
+$33.3M
Net Calls Change
-$141M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$194M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$388M
3
First Manhattan
3
First Manhattan
New York
$104M
4
CGI
4
CI Global Investments
California
$79.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$280M

Top Sellers

1
TP
1
Third Point
New York
$0
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
WCMNY
3
Westchester Capital Management (New York)
New York
$0
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$86.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGI
26
CI Global Investments
California
$79.4M +$79.4M +2,356,300 New
Geode Capital Management
27
Geode Capital Management
Massachusetts
$73.8M +$6.12M +181,842 +9%
BG
28
BlackRock Group
United Kingdom
$70.1M +$260K +7,712 +0.4%
NRC
29
North Run Capital
Massachusetts
$64.3M +$4.27M +126,886 +7%
TSW
30
Thompson Siegel & Walmsley
Virginia
$55.1M +$8.53M +253,280 +18%
Goldman Sachs
31
Goldman Sachs
New York
$52.3M +$8.85M +262,758 +20%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$52M +$12.7M +376,813 +32%
Charles Schwab
33
Charles Schwab
California
$48M +$2.42M +71,977 +5%
TCIM
34
TIAA CREF Investment Management
New York
$41.2M -$13.3M -395,459 -24%
Morgan Stanley
35
Morgan Stanley
New York
$40.9M -$45.9M -1,363,177 -53%
USAA
36
United Services Automobile Association
Texas
$39.9M +$3.7M +110,000 +10%
Legal & General Group
37
Legal & General Group
United Kingdom
$38.3M -$616K -18,298 -2%
DC
38
Davenport & Co
Virginia
$38M +$11M +325,919 +41%
Alyeska Investment Group
39
Alyeska Investment Group
Illinois
$37.5M +$5.68M +168,544 +18%
NCA
40
Newbrook Capital Advisors
New York
$37.5M -$20.6M -612,564 -36%
SIA
41
Sit Investment Associates
Minnesota
$36.9M +$36.9M +1,096,142 New
AC
42
Ascend Capital
California
$35.7M +$28.9M +857,074 +425%
DCM
43
Discovery Capital Management
Connecticut
$34.5M +$34.5M +1,023,000 New
SCM
44
Smead Capital Management
Arizona
$34.4M +$4M +118,830 +13%
AAMU
45
Amundi Asset Management US
Massachusetts
$33.4M +$3.71M +110,199 +13%
UBS AM
46
UBS AM
Illinois
$33.3M +$1.78M +52,767 +6%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$32.2M -$1.29M -38,232 -4%
Fidelity International
48
Fidelity International
Bermuda
$30.8M -$30K -892 -0.1%
Deutsche Bank
49
Deutsche Bank
Germany
$30.6M -$29.1M -865,356 -49%
SAM
50
Sandell Asset Management
New York
$29.7M – – –
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