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H&R Block
HRB

Overview Fund Activity

464 hedge funds and large institutions have $10.8B invested in H&R Block in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 53 closing their positions.

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
12.97%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.53%
New
75
Increased
156
Reduced
161
Closed
53
Calls
$366M
Puts
$214M
Net Calls
+$152M
Net Calls Change
-$77.4M

Top Buyers

1
SC
1
Samlyn Capital
New York
$107M
2
Citigroup
2
Citigroup
New York
$97.8M
3
CS
3
Credit Suisse
Switzerland
$99.3M
4
FIM
4
Freedom Investment Management
Connecticut
$73.7M
5
SG Americas Securities
5
SG Americas Securities
New York
$61.7M

Top Sellers

1
MCMC
1
Matrix Capital Management Company
New Hampshire
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$187M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$202M
4
CGI
4
CI Global Investments
California
$184M
5
ECP
5
Empyrean Capital Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$89.5M 2,471,491 +1,221,657 +98%
SCM
27
Smead Capital Management
Arizona
$83.1M 2,294,538 +530,191 +30%
WG
28
Winton Group
United Kingdom
$78M 2,153,810 +1,002,494 +87%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$77.2M 2,136,497 +20,818 +1%
FIM
30
Freedom Investment Management
Connecticut
$73.7M 899,772 +892,680 +12,587%
BIM
31
BlackRock Investment Management
Delaware
$69.4M 1,915,980 +416,172 +28%
Fidelity International
32
Fidelity International
Bermuda
$61.7M 1,705,647 +806,825 +90%
SG Americas Securities
33
SG Americas Securities
New York
$61.7M 2,728,951 +2,702,429 +10,189%
BlackRock
34
BlackRock
New York
$61.2M 1,690,331 +258,633 +18%
AQR Capital Management
35
AQR Capital Management
Connecticut
$59M 1,628,921 +268,835 +20%
CC
36
Cannell & Co
New York
$58M 1,601,215 -1,120,209 -41%
AR
37
Advisory Research
Illinois
$56M 1,545,654 -121,841 -7%
American Century Companies
38
American Century Companies
Missouri
$55.7M 1,538,368 -881,505 -36%
TSW
39
Thompson Siegel & Walmsley
Virginia
$50.6M 1,398,224 -476,726 -25%
Renaissance Technologies
40
Renaissance Technologies
New York
$47.6M 1,314,300 +395,500 +43%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$47.3M 1,306,545 +48,982 +4%
Deutsche Bank
42
Deutsche Bank
Germany
$46.9M 1,294,682 +62,987 +5%
Bank of America
43
Bank of America
North Carolina
$44.4M 1,226,104 +829,974 +210%
MP
44
Manikay Partners
New York
$43.4M 1,200,000 +1,200,000 New
Legal & General Group
45
Legal & General Group
United Kingdom
$42.8M 1,181,663 +31,376 +3%
GT
46
Glenmede Trust
Pennsylvania
$40.5M 1,118,500 +251,349 +29%
Charles Schwab
47
Charles Schwab
California
$39.5M 1,090,013 +29,017 +3%
SIA
48
Sit Investment Associates
Minnesota
$38.2M 1,055,785 -347,850 -25%
USAA
49
United Services Automobile Association
Texas
$36.9M 1,019,533 +16,953 +2%
EA
50
Euclid Advisors
Connecticut
$35.6M 984,226 -401,011 -29%
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