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H&R Block
HRB

Overview Fund Activity

428 hedge funds and large institutions have $5.33B invested in H&R Block in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 146 reducing their positions, and 68 closing their positions.

Holders
428
Holders Change
-21
Holders Change %
-4.68%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-81.82%
% of All Funds
0.05%
New
52
Increased
166
Reduced
146
Closed
68
Calls
$43.5M
Puts
$19.8M
Net Calls
+$23.7M
Net Calls Change
-$939K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$491M
2
Bank of America
2
Bank of America
North Carolina
$271M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$51.3M
4
WHG
4
Westwood Holdings Group
Texas
$52.8M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$59.3M

Top Sellers

1
CGI
1
CI Global Investments
California
$46.9M
2
Boston Partners
2
Boston Partners
Massachusetts
$36.2M
3
American Century Companies
3
American Century Companies
Missouri
$0
4
GT
4
Glenmede Trust
Pennsylvania
$1.92M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$16.5M +$1.01M +38,373 +7%
Lord, Abbett & Co
52
Lord, Abbett & Co
New Jersey
$16.4M +$16.4M +621,200 New
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$16M -$1.46M -55,100 -8%
Swiss National Bank
54
Swiss National Bank
Switzerland
$15.5M +$4.67M +184,400 +43%
Wells Fargo
55
Wells Fargo
California
$14.6M -$961K -36,360 -6%
UBS AM
56
UBS AM
Illinois
$14.5M -$2.23M -84,245 -13%
Canada Pension Plan Investment Board
57
Canada Pension Plan Investment Board
Ontario, Canada
$14.2M +$6.23M +235,700 +78%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$13.9M +$365K +13,808 +3%
PPA
59
Parametric Portfolio Associates
Washington
$13.6M +$2.49M +94,208 +22%
Voloridge Investment Management
60
Voloridge Investment Management
Florida
$13.3M +$13.3M +502,353 New
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$13.3M +$1.69M +64,072 +15%
Mitsubishi UFJ Trust & Banking
62
Mitsubishi UFJ Trust & Banking
Japan
$12.6M +$172K +6,493 +1%
JIM
63
Jupiter Investment Management
United Kingdom
$12.1M +$12.1M +456,403 New
TA
64
Teachers Advisors
New York
$12M +$3.58M +135,518 +43%
AllianceBernstein
65
AllianceBernstein
Tennessee
$11.8M -$658K -24,898 -5%
CS
66
Credit Suisse
Switzerland
$11.8M +$2.95M +111,831 +33%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$11.7M +$62.9K +2,380 +0.5%
Morgan Stanley
68
Morgan Stanley
New York
$11.5M -$3.56M -134,931 -24%
JHIU
69
Janus Henderson Investors US
Colorado
$11.2M +$5.57M +210,690 +98%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$10.5M -$20.1M -761,662 -66%
MTB
71
Mizuho Trust & Banking
Japan
$9.61M +$228K +8,631 +2%
Principal Financial Group
72
Principal Financial Group
Iowa
$9.58M +$97K +3,670 +1%
TAM
73
Tocqueville Asset Management
New York
$9.57M +$2.99M +113,038 +45%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$9.55M -$132K -5,000 -1%
NA
75
NS Advisors
Connecticut
$9.39M +$11K +415 +0.1%
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