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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.79%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$244M
2
LCOV
2
London Company of Virginia
Virginia
$140M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$509M
4
SCM
4
Smead Capital Management
Arizona
$86.8M
5
AR
5
Advisory Research
Illinois
$74.1M

Top Sellers

1
AIG
1
American International Group
New York
$4.32M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$439M
3
Boston Partners
3
Boston Partners
Massachusetts
$98.1M
4
OC
4
Orange Capital
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$241K
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$22M 660,300 +7,000 +1%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$21.3M 638,791 -122,927 -16%
UBS AM
53
UBS AM
Illinois
$21.1M 633,755 -325,967 -34%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$19.7M 592,650 -101,958 -15%
Wells Fargo
55
Wells Fargo
California
$19.6M 588,796 +28,117 +5%
Ameriprise
56
Ameriprise
Minnesota
$19.5M 586,570 -7,230 -1%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$19.2M 576,068 +576,068 New
SC
58
Samlyn Capital
New York
$19M 571,409 -2,391,341 -81%
Morgan Stanley
59
Morgan Stanley
New York
$19M 571,259 -2,331,975 -80%
SLCM
60
Seven Locks Capital Management
New York
$18.1M 542,830 -32,120 -6%
GI
61
GAMCO Investors
Connecticut
$17.5M 525,434 -260,512 -33%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$17M 511,656 +3,500 +0.7%
Renaissance Technologies
63
Renaissance Technologies
New York
$15.9M 478,100 -836,200 -64%
AllianceBernstein
64
AllianceBernstein
Tennessee
$15.7M 472,402 -56,360 -11%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$15.7M 472,274 -64,791 -12%
Deutsche Bank
66
Deutsche Bank
Germany
$14.8M 445,112 -849,570 -66%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$14.7M 441,038 -66,230 -13%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$14.6M 438,116 -64,832 -13%
Swiss National Bank
69
Swiss National Bank
Switzerland
$14.3M 428,266 -62,799 -13%
PPA
70
Parametric Portfolio Associates
Washington
$14M 421,701 +7,768 +2%
Credit Agricole
71
Credit Agricole
France
$14M 419,517 +136,654 +48%
OCM
72
Oskie Capital Management
New York
$13.4M 402,281 -22,867 -5%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$12.7M 382,754 +349,709 +1,058%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$12.6M 378,142 -4,890 -1%
Arrowstreet Capital
75
Arrowstreet Capital
Massachusetts
$12.5M 375,800 +166,800 +80%
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