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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 closing their positions.

Holders
444
Holders Change
–
Holders Change %
0%
% of All Funds
11.97%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.22%
New
64
Increased
169
Reduced
140
Closed
59
Calls
$318M
Puts
$88.7M
Net Calls
+$229M
Net Calls Change
+$49.6M

Top Buyers

1
ECP
1
Empyrean Capital Partners
California
$48.9M
2
CGI
2
CI Global Investments
California
$191M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$48.6M
4
EA
4
Euclid Advisors
Connecticut
$41.1M
5
Millennium Management
5
Millennium Management
New York
$37.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$463M
2
SIG
2
Senator Investment Group
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13M
5
DC
5
Davenport & Co
Virginia
$589K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity International
51
Fidelity International
Bermuda
$26.7M 898,822 +5,200 +0.6%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$26.6M 897,837 -44,892 -5%
GC
53
Guggenheim Capital
Illinois
$25.8M 869,864 +56,668 +7%
GT
54
Glenmede Trust
Pennsylvania
$25.7M 867,151 +259,433 +43%
LCOV
55
London Company of Virginia
Virginia
$25.1M 845,776 +179,812 +27%
GF
56
Gabelli Funds
New York
$24.9M 840,900 +77,500 +10%
Ameriprise
57
Ameriprise
Minnesota
$23.7M 798,910 -20,552 -3%
GI
58
GAMCO Investors
Connecticut
$23.7M 798,840 +387,697 +94%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$22.6M 762,062 +22,986 +3%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$21.7M 733,508 -14,563 -2%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$21.1M 712,738 +77,290 +12%
UOC
62
UBS O'Connor
Illinois
$20.6M 695,217 +332,351 +92%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$20.4M 688,243 +119,358 +21%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$19.4M 655,436 -61,034 -9%
First Trust Advisors
65
First Trust Advisors
Illinois
$19.4M 655,293 +655,293 New
MNA
66
Manning & Napier Advisors
New York
$19.4M 655,000 +655,000 New
BJ
67
BlackRock Japan
Japan
$19.3M 650,172 -8,076 -1%
HCM
68
Highbridge Capital Management
New York
$19.2M 647,317 +647,317 New
Wells Fargo
69
Wells Fargo
California
$19.2M 646,439 +99,090 +18%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$18.1M 611,823 +510,425 +503%
Invesco
71
Invesco
Georgia
$16.5M 556,640 +26,500 +5%
AllianceBernstein
72
AllianceBernstein
Tennessee
$16.4M 553,876 -771,495 -58%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$16.1M 544,427 +23,070 +4%
FCH
74
Freestone Capital Holdings
Washington
$15.7M 528,468 -9,026 -2%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$15.2M 512,358 -4,700 -0.9%
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3
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