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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $8.16B invested in H&R Block in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 148 reducing their positions, and 48 closing their positions.

Holders
437
Holders Change
+13
Holders Change %
+3.07%
% of All Funds
11.66%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
66
Increased
149
Reduced
148
Closed
48
Calls
$91.9M
Puts
$58.6M
Net Calls
+$33.3M
Net Calls Change
-$141M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$194M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$388M
3
First Manhattan
3
First Manhattan
New York
$104M
4
CGI
4
CI Global Investments
California
$79.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$280M

Top Sellers

1
TP
1
Third Point
New York
$0
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
WCMNY
3
Westchester Capital Management (New York)
New York
$0
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$86.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCG
51
Meru Capital Group
New York
$27M -$832K -24,700 -3%
AQR Capital Management
52
AQR Capital Management
Connecticut
$26.9M +$10.5M +312,117 +64%
WG
53
Winton Group
United Kingdom
$26.4M +$17.4M +517,836 +194%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$25.9M +$51.9K +1,500 +0.2%
UBS Group
55
UBS Group
Switzerland
$25.9M +$25.9M +767,881 New
CS
56
Candriam SCA
Luxembourg
$25.1M +$25.1M +745,971 New
GF
57
Gabelli Funds
New York
$24.5M +$1.43M +42,600 +6%
GC
58
Guggenheim Capital
Illinois
$24.3M +$893K +26,524 +4%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$24.2M -$1.09M -32,226 -4%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$22.8M -$15.1M -446,900 -40%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$22.5M -$215K -6,375 -0.9%
Ameriprise
62
Ameriprise
Minnesota
$21.5M +$17.8M +528,936 +480%
Prudential Financial
63
Prudential Financial
New Jersey
$21.4M -$331K -9,830 -2%
Dimensional Fund Advisors
64
Dimensional Fund Advisors
Texas
$20.6M +$1.18M +35,031 +6%
Renaissance Technologies
65
Renaissance Technologies
New York
$20.5M -$48.7M -1,444,900 -70%
NI
66
Numeric Investors
Massachusetts
$20.3M -$4.36M -129,332 -18%
BlackRock
67
BlackRock
New York
$19.9M -$6.89M -204,719 -26%
LCOV
68
London Company of Virginia
Virginia
$19.8M +$18.4M +545,641 +1,288%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$19.1M +$4.35M +129,019 +29%
ACM
70
Arrow Capital Management
New York
$18.8M – – –
GT
71
Glenmede Trust
Pennsylvania
$18.7M +$18.3M +542,475 +4,617%
CS
72
Credit Suisse
Switzerland
$18.6M +$368K +10,918 +2%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$18.4M +$1.33M +39,601 +8%
BIM
74
BlackRock Investment Management
Delaware
$17.9M +$288K +8,552 +2%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$17.6M -$36.8K -1,092 -0.2%
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3
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