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

Top Sellers

1
CGI
CI Global Investments
California
$46.9M
2
Boston Partners
Boston Partners
Massachusetts
$36.2M
3
American Century Companies
American Century Companies
Missouri
$0
4
GT
Glenmede Trust
Pennsylvania
$1.92M
5
Vanguard Group
Vanguard Group
Pennsylvania
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
Calamos Advisors
476
Calamos Advisors
Illinois
– -$230K -6,900 Closed
WPW
477
Waldron Private Wealth
Pennsylvania
– -$223K -6,650 Closed
Thrivent Financial for Lutherans
478
Thrivent Financial for Lutherans
Minnesota
– -$221K -6,620 Closed
SRAM
479
Stone Ridge Asset Management
New York
– -$210K -6,300 Closed
CONA
480
Capital One National Association
New York
– -$204K -6,133 Closed
ECM
481
Everence Capital Management
Indiana
– -$203K -6,094 Closed
HSA
482
Hussman Strategic Advisors
Maryland
– -$133K -4,000 Closed
SC
483
SRB Corp
Massachusetts
– -$130K -3,898 Closed
Axa
484
Axa
France
– -$116K -3,500 Closed
Twin Tree Management
485
Twin Tree Management
Texas
– -$39K -1,164 Closed
AFP
486
Ausdal Financial Partners
Iowa
– -$37K -1,100 Closed
VIM
487
Veritas Investment Management
United Kingdom
– -$31K -923 Closed
PHK
488
Point72 Hong Kong
Hong Kong
– -$20K -600 Closed
MUS
489
Mitsubishi UFJ Securities
Japan
– -$17K -520 Closed
HMS
490
Hanseatic Management Services
New Mexico
– -$12K -358 Closed
CFG
491
Citizens Financial Group
Rhode Island
– -$11K -338 Closed
IWM
492
Integrated Wealth Management
California
– -$7K -224 Closed
BGIM
493
Brandywine Global Investment Management
Pennsylvania
– -$3K -77 Closed
BL
494
Balentine LLC
Georgia
– -$1K -20 Closed
16 17 18 19
20