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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 %
ESCM
476
Echo Street Capital Management
New York
– – -218,725 Closed
JIM
477
Jupiter Investment Management
United Kingdom
– – -215,597 Closed
Point72 Asset Management
478
Point72 Asset Management
Connecticut
– – -203,300 Closed
PR
479
Payden & Rygel
California
– – -185,600 Closed
BGIM
480
Brandywine Global Investment Management
Pennsylvania
– – -171,788 Closed
MCG
481
Meru Capital Group
New York
– – -147,805 Closed
SIP
482
Stoneridge Investment Partners
Pennsylvania
– – -103,542 Closed
GS
483
GAM Systematic
United Kingdom
– – -67,337 Closed
AI
484
Analytic Investors
California
– – -66,554 Closed
LCM
485
Landscape Capital Management
New Jersey
– – -56,400 Closed
JCM
486
JS Capital Management
New York
– – -45,000 Closed
Korea Investment Corp
487
Korea Investment Corp
South Korea
– – -40,600 Closed
EMG
488
Ellington Management Group
Connecticut
– – -40,236 Closed
Alyeska Investment Group
489
Alyeska Investment Group
Illinois
– – -38,970 Closed
TH
490
Timber Hill
Connecticut
– – -36,357 Closed
AI
491
Atria Investments
North Carolina
– – -25,839 Closed
DWM
492
Destination Wealth Management
California
– – -20,932 Closed
Cambridge Investment Research Advisors
493
Cambridge Investment Research Advisors
Iowa
– – -17,991 Closed
FTIOP
494
Fiduciary Trust International of Pennsylvania
Pennsylvania
– – -17,850 Closed
NAMA
495
Nikko Asset Management Americas
New York
– – -17,100 Closed
LCM
496
Leisure Capital Management
California
– – -15,546 Closed
HI
497
HBK Investments
Texas
– – -14,649 Closed
DCM
498
Dynamic Capital Management
Jersey
– – -13,400 Closed
ID
499
Integral Derivatives
New York
– – -11,774 Closed
SEC
500
Seven Eight Capital
New York
– – -11,463 Closed
17 18 19
20
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