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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 %
ACM
501
Alethea Capital Management
Washington
– – -10,952 Closed
SI
502
Standard Investments
New York
– – -9,825 Closed
Verition Fund Management
503
Verition Fund Management
Connecticut
– – -9,342 Closed
Marshall Wace
504
Marshall Wace
United Kingdom
– – -8,852 Closed
JT
505
Jump Trading
Illinois
– – -8,636 Closed
Squarepoint
506
Squarepoint
New York
– – -7,530 Closed
BPC
507
Banque Pictet & Cie
Switzerland
– – -6,943 Closed
Simplex Trading
508
Simplex Trading
Illinois
– – -6,576 Closed
AGM
509
Alpine Global Management
New York
– – -6,548 Closed
ECM
510
Element Capital Management
New York
– – -5,300 Closed
PIM
511
Parasol Investment Management
Illinois
– – -1,127 Closed
CHP
512
Cable Hill Partners
Oregon
– – -597 Closed
SFPM
513
Sensible Financial Planning & Management
Massachusetts
– – -176 Closed
1832 Asset Management
514
1832 Asset Management
Ontario, Canada
– – -130 Closed
AssetMark Inc
515
AssetMark Inc
California
– – -126 Closed
HR
516
Howe & Rusling
New York
– – -97 Closed
GWM
517
Gupta Wealth Management
California
– – -82 Closed
FANJ
518
Financial Architects (New Jersey)
New Jersey
– – -46 Closed
SC
519
Sculptor Capital
New York
– – – –
CCM
520
Catapult Capital Management
New York
– – – –
Jane Street
521
Jane Street
New York
– – – –
SFM
522
Soros Fund Management
New York
– – – –
HT
523
HAP Trading
New York
– – – –
EAM
524
EverPoint Asset Management
Connecticut
– – – –
WMSA
525
Weiss Multi-Strategy Advisers
New York
– – – –
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