HRB icon

H&R Block
HRB

Overview Fund Activity

464 hedge funds and large institutions have $10.8B invested in H&R Block in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 53 closing their positions.

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
12.97%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.53%
New
75
Increased
156
Reduced
161
Closed
53
Calls
$366M
Puts
$214M
Net Calls
+$152M
Net Calls Change
-$77.4M

Top Buyers

1
SC
1
Samlyn Capital
New York
$107M
2
Citigroup
2
Citigroup
New York
$97.8M
3
CS
3
Credit Suisse
Switzerland
$99.3M
4
FIM
4
Freedom Investment Management
Connecticut
$73.7M
5
SG Americas Securities
5
SG Americas Securities
New York
$61.7M

Top Sellers

1
MCMC
1
Matrix Capital Management Company
New Hampshire
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$187M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$202M
4
CGI
4
CI Global Investments
California
$184M
5
ECP
5
Empyrean Capital Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
51
UBS AM
Illinois
$34.7M 959,722 -32,540 -3%
WCM
52
Wedge Capital Management
North Carolina
$34.7M 959,025 +959,025 New
TCIM
53
TIAA CREF Investment Management
New York
$33.8M 933,001 -33,576 -3%
LCOV
54
London Company of Virginia
Virginia
$31.6M 873,096 +27,320 +3%
GF
55
Gabelli Funds
New York
$30.7M 849,400 +8,500 +1%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$30.7M 848,274 -49,563 -6%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$28.5M 786,785 +364,713 +86%
GI
58
GAMCO Investors
Connecticut
$28.5M 785,946 -12,894 -2%
BJ
59
BlackRock Japan
Japan
$28.3M 780,486 +130,314 +20%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$27.6M 761,718 -344 -0%
SOMRS
61
State of Michigan Retirement System
Michigan
$27.5M 760,966 +654,200 +613%
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$27.5M 759,006 +46,268 +6%
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$26.7M 738,697 +696,147 +1,636%
Two Sigma Investments
64
Two Sigma Investments
New York
$25.2M 694,938 -945,390 -58%
First Trust Advisors
65
First Trust Advisors
Illinois
$25.1M 694,690 +39,397 +6%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$25.1M 694,608 -38,900 -5%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$24.8M 685,662 -563,968 -45%
Citadel Advisors
68
Citadel Advisors
Florida
$23.7M 655,979 +200,441 +44%
MNA
69
Manning & Napier Advisors
New York
$23.7M 655,000 – –
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$23.6M 653,300 -2,136 -0.3%
Walleye Trading
71
Walleye Trading
New York
$22.6M 625,504 +625,504 New
GC
72
Guggenheim Capital
Illinois
$21.9M 604,304 -265,560 -31%
Ameriprise
73
Ameriprise
Minnesota
$21.5M 593,800 -205,110 -26%
SLCM
74
Seven Locks Capital Management
New York
$20.8M 574,950 +574,950 New
Invesco
75
Invesco
Georgia
$20.6M 569,596 +12,956 +2%
1 2
3
4 5