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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $6.78B invested in H&R Block in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 172 reducing their positions, and 41 closing their positions.

Holders
391
Holders Change
+7
Holders Change %
+1.82%
% of All Funds
11.36%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
50
Increased
107
Reduced
172
Closed
41
Calls
$120M
Puts
$95.3M
Net Calls
+$24.5M
Net Calls Change
-$35.9M

Top Buyers

1
AIG
1
American International Group
New York
$270M
2
SC
2
Sculptor Capital
New York
$161M
3
NRC
3
North Run Capital
Massachusetts
$44.8M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$510M
5
FA
5
Friess Associates
Delaware
$29.2M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$9.49M
2
LPC
2
Lone Pine Capital
Connecticut
$0
3
SCA
3
Southpoint Capital Advisors
New York
$43.6M
4
State Street
4
State Street
Massachusetts
$330M
5
HCM
5
Hoplite Capital Management
New York
$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$22M -$802K -27,562 -4%
SCM
52
Smead Capital Management
Arizona
$21.9M +$1.76M +60,462 +9%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$21.6M -$208K -7,184 -1%
ACM
54
Arrow Capital Management
New York
$21.3M -$523K -18,000 -2%
PI
55
Putnam Investments
Massachusetts
$21.1M +$3.36M +115,810 +19%
DC
56
Davenport & Co
Virginia
$20.8M +$20.5M +706,355 +6,727%
Two Sigma Investments
57
Two Sigma Investments
New York
$19.4M +$17.9M +616,031 +1,187%
Capital Fund Management (CFM)
58
Capital Fund Management (CFM)
France
$19.2M +$843K +29,019 +5%
O
59
OppenheimerFunds
New York
$19.1M +$5.82M +200,410 +44%
USAA
60
United Services Automobile Association
Texas
$18.9M +$1.08M +37,300 +6%
NA
61
NS Advisors
Connecticut
$18.9M -$2.81M -96,624 -13%
GF
62
Gabelli Funds
New York
$18.7M -$81.3K -2,800 -0.4%
CS
63
Credit Suisse
Switzerland
$18.5M -$7.76M -267,090 -30%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$18.1M -$623K -21,466 -3%
AR
65
Advisory Research
Illinois
$16.8M +$16.8M +580,152 New
BlackRock
66
BlackRock
New York
$16.4M +$144K +4,952 +0.9%
AllianceBernstein
67
AllianceBernstein
Tennessee
$16.3M +$126K +4,352 +0.8%
DCM
68
Discovery Capital Management
Connecticut
$15.7M +$15.7M +542,000 New
CIP
69
Chartwell Investment Partners
Pennsylvania
$15.6M +$7.11M +244,945 +84%
KAM
70
Knightsbridge Asset Management
California
$15.5M -$2.01M -69,180 -12%
SG Americas Securities
71
SG Americas Securities
New York
$14.9M -$1.17M -40,197 -7%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$14.9M +$43.8K +1,509 +0.3%
Barclays
73
Barclays
United Kingdom
$14.8M +$871K +30,039 +6%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$14.3M +$95.8K +3,300 +0.7%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$14.3M -$22K -758 -0.2%
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