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H&R Block
HRB

Overview Fund Activity

428 hedge funds and large institutions have $5.33B invested in H&R Block in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 146 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-21
Holders Change %
-4.68%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-81.82%
% of All Funds
0.05%
New
52
Increased
166
Reduced
146
Closed
68
Calls
$43.5M
Puts
$19.8M
Net Calls
+$23.7M
Net Calls Change
-$939K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$491M
2
Bank of America
2
Bank of America
North Carolina
$271M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$51.3M
4
WHG
4
Westwood Holdings Group
Texas
$52.8M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$59.3M

Top Sellers

1
CGI
1
CI Global Investments
California
$46.9M
2
Boston Partners
2
Boston Partners
Massachusetts
$36.2M
3
American Century Companies
3
American Century Companies
Missouri
$0
4
GT
4
Glenmede Trust
Pennsylvania
$1.92M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
26
Winton Group
United Kingdom
$43M +$9.62M +364,194 +29%
AR
27
Advisory Research
Illinois
$41.1M -$17.7M -669,125 -30%
Boston Partners
28
Boston Partners
Massachusetts
$36.2M -$41.6M -1,576,362 -54%
Goldman Sachs
29
Goldman Sachs
New York
$34.9M -$14.2M -536,555 -29%
Deutsche Bank
30
Deutsche Bank
Germany
$33.3M +$21.5M +814,102 +183%
RIM
31
RS Investment Management
California
$32.2M +$12.5M +472,160 +63%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$30.7M -$5.02M -189,825 -14%
SIA
33
Sit Investment Associates
Minnesota
$30.3M +$3.44M +130,100 +13%
GI
34
GAMCO Investors
Connecticut
$28.7M +$14.8M +561,618 +107%
Invesco
35
Invesco
Georgia
$27M +$8.6M +325,418 +47%
Legal & General Group
36
Legal & General Group
United Kingdom
$27M -$72.9K -2,760 -0.3%
Citadel Advisors
37
Citadel Advisors
Florida
$26.1M +$17.5M +662,118 +204%
CC
38
Cannell & Co
New York
$25.2M -$22.9M -868,042 -48%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$24.1M +$21.5M +815,562 +829%
TCIM
40
TIAA CREF Investment Management
New York
$24M -$4.07M -153,977 -15%
Charles Schwab
41
Charles Schwab
California
$23.1M -$4.21M -159,159 -15%
GF
42
Gabelli Funds
New York
$21.6M +$3.11M +117,794 +17%
BKBG
43
BHF Kleinwort Benson Group
Belgium
$19.9M +$19.9M +753,110 New
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$19.8M -$1.03M -39,017 -5%
USAA
45
United Services Automobile Association
Texas
$18.9M -$7.19M -272,134 -28%
EA
46
Euclid Advisors
Connecticut
$18.4M -$2.01M -76,248 -10%
GC
47
Guggenheim Capital
Illinois
$18.1M +$255K +9,657 +1%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$17.8M +$936K +35,428 +6%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$17.2M +$1.59M +60,100 +10%
AQR Capital Management
50
AQR Capital Management
Connecticut
$17.1M -$1.34M -50,686 -7%
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