HRB icon

H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.28B invested in H&R Block in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 143 reducing their positions, and 43 closing their positions.

Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
12.31%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
48
Increased
160
Reduced
143
Closed
43
Calls
$336M
Puts
$161M
Net Calls
+$174M
Net Calls Change
-$3.01M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$677M
3
American Century Companies
3
American Century Companies
Missouri
$64.8M
4
WCMNY
4
Westchester Capital Management (New York)
New York
$53.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$125M

Top Sellers

1
SIG
1
Senator Investment Group
New York
$85.3M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$96.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$79.9M
4
Norges Bank
4
Norges Bank
Norway
$70.4M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
AAMU
51
Amundi Asset Management US
Massachusetts
$27.3M 880,249 +559,506 +174%
MCG
52
Meru Capital Group
New York
$25.6M 825,000 -370,000 -31%
DC
53
Davenport & Co
Virginia
$24.9M 803,055 +17,122 +2%
BlackRock
54
BlackRock
New York
$24.7M 796,025 -147,945 -16%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$23.3M 750,221 -14,049 -2%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$23.2M 746,571 -24,900 -3%
Barclays
57
Barclays
United Kingdom
$22.9M 739,106 +398,622 +117%
NI
58
Numeric Investors
Massachusetts
$22.7M 731,232 +668,132 +1,059%
GC
59
Guggenheim Capital
Illinois
$21.6M 695,299 -127,179 -15%
GF
60
Gabelli Funds
New York
$21.2M 683,800 +9,400 +1%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$20.9M 674,546 +19,353 +3%
Prudential Financial
62
Prudential Financial
New Jersey
$20M 645,413 +245,018 +61%
PI
63
Putnam Investments
Massachusetts
$19M 611,720 +420,617 +220%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$18M 581,900 +581,900 New
NA
65
NS Advisors
Connecticut
$17.9M 578,412 -91,240 -14%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$17.9M 575,702 +8,666 +2%
ACM
67
Arrow Capital Management
New York
$17.3M 557,000 – –
CCMH
68
Cornerstone Capital Management Holdings
New York
$17.2M 555,737 +477,431 +610%
CS
69
Credit Suisse
Switzerland
$16.8M 540,139 -61,733 -10%
AllianceBernstein
70
AllianceBernstein
Tennessee
$16.6M 535,853 +4,525 +0.9%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$16.2M 523,243 +82 +0%
BIM
72
BlackRock Investment Management
Delaware
$16.2M 523,105 -5,392 -1%
HCMT
73
Highland Capital Management (Texas)
Texas
$15.7M 507,300 -236,200 -32%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$15.7M 506,708 +51,995 +11%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$15.7M 506,198 +446,181 +743%
1 2
3
4 5