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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.79B invested in H&R Block in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
444
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
58
Increased
168
Reduced
157
Closed
48
Calls
$228M
Puts
$48.2M
Net Calls
+$180M
Net Calls Change
+$146M

Top Buyers

1
First Manhattan
1
First Manhattan
New York
$208M
2
BG
2
BlackRock Group
United Kingdom
$158M
3
CGI
3
CI Global Investments
California
$155M
4
BA
4
BlackRock Advisors
Delaware
$62.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$772M

Top Sellers

1
HCM
1
Hoplite Capital Management
New York
$0
2
CCM
2
Cantillon Capital Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$199M
4
NRC
4
North Run Capital
Massachusetts
$0
5
AR
5
Advisory Research
Illinois
$59.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$26.3M 819,462 +180,372 +28%
GC
52
Guggenheim Capital
Illinois
$26.1M 813,196 +91,373 +13%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$25.9M 748,071 – –
MCG
54
Meru Capital Group
New York
$24.8M 772,101 -28,199 -4%
GF
55
Gabelli Funds
New York
$24.5M 763,400 +37,000 +5%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$23.7M 739,076 +70,905 +11%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$23M 716,470 -1,525 -0.2%
AQR Capital Management
58
AQR Capital Management
Connecticut
$22M 686,619 -111,303 -14%
LCOV
59
London Company of Virginia
Virginia
$21.4M 665,964 +77,973 +13%
BJ
60
BlackRock Japan
Japan
$21.1M 658,248 +324,643 +97%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$20.4M 635,448 +24,715 +4%
UBS Group
62
UBS Group
Switzerland
$20.4M 635,112 -132,769 -17%
GT
63
Glenmede Trust
Pennsylvania
$19.5M 607,718 +53,493 +10%
ACM
64
Arrow Capital Management
New York
$19.5M 607,000 +50,000 +9%
Barclays
65
Barclays
United Kingdom
$19.4M 605,390 +141,986 +31%
Two Sigma Advisers
66
Two Sigma Advisers
New York
$18.2M 568,885 -107,099 -16%
Wells Fargo
67
Wells Fargo
California
$17.6M 547,349 +110,592 +25%
HCMT
68
Highland Capital Management (Texas)
Texas
$17.4M 542,551 +283,300 +109%
FCH
69
Freestone Capital Holdings
Washington
$17.2M 537,494 +20,980 +4%
Invesco
70
Invesco
Georgia
$17M 530,140 +57,977 +12%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$16.7M 521,357 +8,446 +2%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$16.6M 517,058 -5,093 -1%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$16.1M 502,162 -8,900 -2%
ARTA
74
A.R.T. Advisors
New York
$15.8M 493,603 +493,603 New
MAA
75
Managed Account Advisors
New Jersey
$15.5M 484,339 +20,279 +4%
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