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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.79B invested in H&R Block in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
444
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
58
Increased
168
Reduced
157
Closed
48
Calls
$228M
Puts
$48.2M
Net Calls
+$180M
Net Calls Change
+$146M

Top Buyers

1
First Manhattan
1
First Manhattan
New York
$208M
2
BG
2
BlackRock Group
United Kingdom
$158M
3
CGI
3
CI Global Investments
California
$155M
4
BA
4
BlackRock Advisors
Delaware
$62.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$772M

Top Sellers

1
HCM
1
Hoplite Capital Management
New York
$0
2
CCM
2
Cantillon Capital Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$199M
4
NRC
4
North Run Capital
Massachusetts
$0
5
AR
5
Advisory Research
Illinois
$59.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
26
BlackRock Advisors
Delaware
$62.3M 1,941,848 +1,746,185 +892%
AR
27
Advisory Research
Illinois
$59.2M 1,846,615 -1,235,657 -40%
TSW
28
Thompson Siegel & Walmsley
Virginia
$57.8M 1,802,003 +165,069 +10%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$55.1M 1,717,130 -851,972 -33%
Goldman Sachs
30
Goldman Sachs
New York
$54.4M 1,697,171 +144,006 +9%
WG
31
Winton Group
United Kingdom
$53.2M 1,659,007 +874,575 +111%
BlackRock
32
BlackRock
New York
$44.6M 1,390,497 +799,191 +135%
SIA
33
Sit Investment Associates
Minnesota
$43.9M 1,369,120 +272,978 +25%
AllianceBernstein
34
AllianceBernstein
Tennessee
$42.5M 1,325,371 +819,843 +162%
BIM
35
BlackRock Investment Management
Delaware
$39.2M 1,222,080 +690,423 +130%
SCM
36
Smead Capital Management
Arizona
$39M 1,214,670 +193,743 +19%
DC
37
Davenport & Co
Virginia
$37.5M 1,168,602 +39,628 +4%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$36.6M 1,139,700 +707,700 +164%
Legal & General Group
39
Legal & General Group
United Kingdom
$35.9M 1,120,409 -18,174 -2%
USAA
40
United Services Automobile Association
Texas
$35.2M 1,097,027 -86,787 -7%
TCIM
41
TIAA CREF Investment Management
New York
$35.1M 1,094,156 -128,936 -11%
Charles Schwab
42
Charles Schwab
California
$33.5M 1,044,848 -380,577 -27%
Hotchkis & Wiley Capital Management
43
Hotchkis & Wiley Capital Management
California
$33.1M 1,032,773 -510,700 -33%
UBS AM
44
UBS AM
Illinois
$32.6M 1,016,190 +28,327 +3%
Alyeska Investment Group
45
Alyeska Investment Group
Illinois
$31.7M 988,913 -125,440 -11%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$30.2M 942,729 -14,468 -2%
AC
47
Ascend Capital
California
$29.1M 908,659 -149,865 -14%
Fidelity International
48
Fidelity International
Bermuda
$28.7M 893,622 -20,404 -2%
Deutsche Bank
49
Deutsche Bank
Germany
$26.9M 838,422 -71,308 -8%
AAMU
50
Amundi Asset Management US
Massachusetts
$26.7M 833,734 -156,714 -16%
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