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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.79%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$244M
2
LCOV
2
London Company of Virginia
Virginia
$140M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$509M
4
SCM
4
Smead Capital Management
Arizona
$86.8M
5
AR
5
Advisory Research
Illinois
$74.1M

Top Sellers

1
AIG
1
American International Group
New York
$4.32M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$439M
3
Boston Partners
3
Boston Partners
Massachusetts
$98.1M
4
OC
4
Orange Capital
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$241K
Name Market Value Shares Shares
Change 		Shares
Change %
BIM
26
BlackRock Investment Management
Delaware
$60.7M 1,821,583 -94,397 -5%
Fidelity International
27
Fidelity International
Bermuda
$57.1M 1,713,226 +7,579 +0.4%
BlackRock
28
BlackRock
New York
$49M 1,470,176 -220,155 -13%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$45M 1,351,179 +44,634 +3%
TSW
30
Thompson Siegel & Walmsley
Virginia
$42.3M 1,270,474 -127,750 -9%
WG
31
Winton Group
United Kingdom
$42M 1,262,019 -891,791 -41%
American Century Companies
32
American Century Companies
Missouri
$41.6M 1,247,799 -290,569 -19%
GT
33
Glenmede Trust
Pennsylvania
$40.4M 1,213,347 +94,847 +8%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$38.5M 1,157,165 +471,503 +69%
TCIM
35
TIAA CREF Investment Management
New York
$35.3M 1,061,104 +128,103 +14%
Charles Schwab
36
Charles Schwab
California
$34.4M 1,031,712 -58,301 -5%
Legal & General Group
37
Legal & General Group
United Kingdom
$34.1M 1,023,870 -157,793 -13%
SIA
38
Sit Investment Associates
Minnesota
$33.9M 1,018,085 -37,700 -4%
USAA
39
United Services Automobile Association
Texas
$32.8M 985,634 -33,899 -3%
First Trust Advisors
40
First Trust Advisors
Illinois
$28.3M 849,982 +155,292 +22%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$28M 841,936 +563,322 +202%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$26.3M 789,562 +30,556 +4%
EA
43
Euclid Advisors
Connecticut
$25.7M 772,761 -211,465 -21%
RIM
44
RS Investment Management
California
$24.9M 748,321 +559,621 +297%
SOMRS
45
State of Michigan Retirement System
Michigan
$24.7M 741,822 -19,144 -3%
BJ
46
BlackRock Japan
Japan
$24M 721,266 -59,220 -8%
GF
47
Gabelli Funds
New York
$23.3M 698,572 -150,828 -18%
AQR Capital Management
48
AQR Capital Management
Connecticut
$23.3M 698,527 -930,394 -57%
Invesco
49
Invesco
Georgia
$23.2M 696,760 +127,164 +22%
GC
50
Guggenheim Capital
Illinois
$22.5M 676,607 +72,303 +12%
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