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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 closing their positions.

Holders
444
Holders Change
–
Holders Change %
0%
% of All Funds
11.97%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.22%
New
64
Increased
169
Reduced
140
Closed
59
Calls
$318M
Puts
$88.7M
Net Calls
+$229M
Net Calls Change
+$49.6M

Top Buyers

1
ECP
1
Empyrean Capital Partners
California
$48.9M
2
CGI
2
CI Global Investments
California
$191M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$48.6M
4
EA
4
Euclid Advisors
Connecticut
$41.1M
5
Millennium Management
5
Millennium Management
New York
$37.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$463M
2
SIG
2
Senator Investment Group
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13M
5
DC
5
Davenport & Co
Virginia
$589K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
26
Smead Capital Management
Arizona
$52.3M 1,764,347 +549,677 +45%
BA
27
BlackRock Advisors
Delaware
$51.1M 1,722,181 -219,667 -11%
AR
28
Advisory Research
Illinois
$49.4M 1,667,495 -179,120 -10%
ECP
29
Empyrean Capital Partners
California
$48.9M 1,650,000 +1,650,000 New
Two Sigma Investments
30
Two Sigma Investments
New York
$48.6M 1,640,328 +1,466,491 +844%
BIM
31
BlackRock Investment Management
Delaware
$44.5M 1,499,808 +277,728 +23%
BlackRock
32
BlackRock
New York
$42.5M 1,431,698 +41,201 +3%
SIA
33
Sit Investment Associates
Minnesota
$41.6M 1,403,635 +34,515 +3%
EA
34
Euclid Advisors
Connecticut
$41.1M 1,385,237 +1,236,067 +829%
AQR Capital Management
35
AQR Capital Management
Connecticut
$40.3M 1,360,086 +673,467 +98%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$37.3M 1,257,563 +1,220,172 +3,263%
Millennium Management
37
Millennium Management
New York
$37.1M 1,249,834 +1,235,649 +8,711%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$37.1M 1,249,630 -1,332,608 -52%
Deutsche Bank
39
Deutsche Bank
Germany
$36.5M 1,231,695 +393,273 +47%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$34.8M 1,172,900 +33,200 +3%
WG
41
Winton Group
United Kingdom
$34.1M 1,151,316 -507,691 -31%
Legal & General Group
42
Legal & General Group
United Kingdom
$34.1M 1,150,287 +29,878 +3%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$32.9M 1,110,062 +698,639 +170%
Charles Schwab
44
Charles Schwab
California
$31.5M 1,060,996 +16,148 +2%
Hotchkis & Wiley Capital Management
45
Hotchkis & Wiley Capital Management
California
$30.6M 1,032,773 – –
USAA
46
United Services Automobile Association
Texas
$29.7M 1,002,580 -94,447 -9%
UBS AM
47
UBS AM
Illinois
$29.4M 992,262 -23,928 -2%
TCIM
48
TIAA CREF Investment Management
New York
$28.7M 966,577 -127,579 -12%
HCMT
49
Highland Capital Management (Texas)
Texas
$27.5M 927,956 +385,405 +71%
Renaissance Technologies
50
Renaissance Technologies
New York
$27.2M 918,800 +918,800 New
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